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
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-864- 3.39% |
$40.3K - $40.7K
|
24.6K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.11K- 69.57% |
$51.8K - $52.4K
|
486
$22.8K
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-1.32K- 3.89% |
$61.6K - $62.3K
|
32.7K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.34K- 0.59% |
$62.5K - $63.2K
|
227K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.35K- 5.23% |
$62.7K - $63.4K
|
24.4K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.36K- 0.93% |
$63.5K - $64.2K
|
145K
$6.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.4K- 5.25% |
$65.1K - $65.8K
|
25.2K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.5K- 5.21% |
$70K - $70.8K
|
27.3K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.1K- 29.85% |
$97.8K - $98.9K
|
4.93K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-2.16K- 19.45% |
$101K - $102K
|
8.93K
$419K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.47K- 8.93% |
$115K - $116K
|
25.2K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.53K- 3.8% |
$118K - $119K
|
64.1K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.86K- 2.63% |
$133K - $135K
|
106K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.36K- 12.65% |
$203K - $205K
|
30.1K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.18K- 4.29% |
$288K - $291K
|
138K
$6.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.28K- 15.18% |
$293K - $296K
|
35.1K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.78K- 55.21% |
$409K - $414K
|
7.12K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15K- 45.95% |
$700K - $708K
|
17.7K
$828K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-16.6K- 11.59% |
$773K - $782K
|
126K
$5.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.5K- 34.04% |
$1M - $1.01M
|
41.7K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-47.7K- 12.41% |
$2.22M - $2.25M
|
337K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-55K- 82.29% |
$2.56M - $2.59M
|
11.8K
$555K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-137K- 34.56% |
$6.41M - $6.48M
|
260K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-704K- 62.59% |
$32.8M - $33.2M
|
421K
$19.7M
|