Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 12.31% |
$54.2K - $54.8K
|
10.6K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.16K+ 5.94% |
$54K - $54.6K
|
20.6K
$969K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
972+ 3.24% |
$45.3K - $45.8K
|
30.9K
$1.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
921+ 14.34% |
$43K - $43.4K
|
7.34K
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
761+ 2.69% |
$35.5K - $35.9K
|
29.1K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
720+ 1.18% |
$33.6K - $33.9K
|
61.9K
$2.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
665+ 9.74% |
$31K - $31.4K
|
7.49K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
642+ 0.5% |
$29.9K - $30.3K
|
128K
$6.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
563+ 4.64% |
$26.3K - $26.5K
|
12.7K
$596K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
441New |
$20.6K - $20.8K
|
441
$20.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
322+ 2.51% |
$15K - $15.2K
|
13.1K
$617K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
308+ 1.16% |
$14.4K - $14.5K
|
26.9K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
295New |
$13.8K - $13.9K
|
295
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
285New |
$13.3K - $13.4K
|
285
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
274+ 3.99% |
$12.8K - $12.9K
|
7.15K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
259+ 5.73% |
$12.1K - $12.2K
|
4.78K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
259+ 0.5% |
$12.1K - $12.2K
|
52.6K
$2.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
248+ 6.44% |
$11.6K - $11.7K
|
4.1K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.82% |
$11.5K - $11.6K
|
30.4K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
239New |
$11.1K - $11.3K
|
239
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.3% |
$8.21K - $8.3K
|
58.9K
$2.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
162+ 1.52% |
$7.56K - $7.64K
|
10.8K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
160+ 0.52% |
$7.46K - $7.54K
|
30.8K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
150+ 2.19% |
$7K - $7.07K
|
6.99K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
144+ 0.13% |
$6.72K - $6.79K
|
113K
$5.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
137New |
$6.39K - $6.46K
|
137
$6.43K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
135New |
$6.3K - $6.37K
|
135
$6.34K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
82+ 0.59% |
$3.82K - $3.87K
|
14.1K
$660K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73+ 13.27% |
$3.4K - $3.44K
|
623
$29.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 6.77% |
$3.17K - $3.21K
|
1.07K
$50.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
56+ 1.01% |
$2.61K - $2.64K
|
5.6K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 4300.0% |
$2.01K - $2.03K
|
44
$2.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43+ 0.08% |
$2.01K - $2.03K
|
54.8K
$2.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
33+ 0.65% |
$1.54K - $1.56K
|
5.13K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 0.21% |
$933 - $943
|
9.54K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 1.2% |
$746 - $754
|
1.35K
$63.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.22% |
$326 - $330
|
581
$27.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$93.3 - $94.3
|
4.14K
$194K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3- 0.01% |
$140 - $141
|
41.6K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-105- 0.32% |
$4.9K - $4.95K
|
32.7K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-159- 1.4% |
$7.42K - $7.5K
|
11.2K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-166- 3.41% |
$7.74K - $7.83K
|
4.7K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-167- 2.24% |
$7.79K - $7.87K
|
7.28K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-176- 2.68% |
$8.21K - $8.3K
|
6.38K
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-366- 4.8% |
$17.1K - $17.3K
|
7.26K
$341K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-532- 10.16% |
$24.8K - $25.1K
|
4.7K
$221K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-558- 39.74% |
$26K - $26.3K
|
846
$39.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-667- 1.71% |
$31.1K - $31.4K
|
38.3K
$1.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-747- 1.04% |
$34.8K - $35.2K
|
70.8K
$3.32M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-791- 9.26% |
$36.9K - $37.3K
|
7.76K
$364K
|