Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Short Durat (DFSD)

DFSD Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q3 2022. 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
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.35M
+ 9119.82%
$107M - $112M
2.38M $112M
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
318K
+ 24562.73%
$14.5M - $15.1M
320K $15.1M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
298K
+ 395.42%
$13.6M - $14.1M
373K $17.7M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
173K
+ 52.27%
$7.86M - $8.2M
503K $23.8M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
144K
New
$6.56M - $6.84M
144K $6.82M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
126K
+ 836.91%
$5.73M - $5.98M
141K $6.67M
Oct 26, 2022 Q3 2022
Tanager Wealth Management LLP

BUY
 -
56.6K
+ 82.72%
$2.58M - $2.69M
125K $5.92M
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
43.1K
New
$1.96M - $2.05M
43.1K $2.04M
Nov 29, 2022 Q3 2022
Awm Capital, LLC

BUY
 -
38.6K
+ 129.91%
$1.76M - $1.83M
68.3K $3.23M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
37.5K
+ 2688.87%
$1.71M - $1.78M
38.8K $1.84M
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

BUY
 -
25.8K
+ 104.87%
$1.17M - $1.22M
50.3K $2.38M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
20.5K
+ 8.38%
$932K - $972K
265K $12.5M
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
19.9K
New
$906K - $945K
19.9K $942K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
16.8K
+ 20.45%
$765K - $798K
99K $4.68M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
16.7K
+ 325.12%
$762K - $795K
21.9K $1.04M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
12.5K
+ 51.82%
$568K - $593K
36.6K $1.73M
Oct 17, 2022 Q3 2022
Waypoint Capital Advisors, LLC

BUY
 -
12.1K
New
$553K - $577K
12.1K $575K
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
11.4K
+ 94.4%
$519K - $541K
23.5K $1.11M
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
11.3K
New
$513K - $535K
11.3K $533K
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
10.9K
New
$496K - $517K
10.9K $515K
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
9.86K
New
$449K - $469K
9.86K $467K
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
9.22K
New
$420K - $438K
9.22K $436K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.96K
+ 319.39%
$408K - $426K
11.8K $557K
Nov 01, 2022 Q3 2022
Mattern Wealth Management LLC

BUY
 -
8.44K
New
$384K - $401K
8.44K $399K
Nov 09, 2022 Q3 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
8.34K
New
$380K - $396K
8.34K $395K
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
7.81K
New
$356K - $371K
7.81K $370K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.57K
New
$345K - $360K
7.57K $358K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
6.84K
+ 116.72%
$311K - $325K
12.7K $601K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
6.66K
New
$303K - $316K
6.66K $315K
Oct 26, 2022 Q3 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
6.24K
+ 36.24%
$284K - $296K
23.4K $1.11M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
6.08K
New
$277K - $289K
6.08K $288K
Oct 21, 2022 Q3 2022
Straight Path Wealth Management

BUY
 -
5.96K
+ 96.63%
$272K - $283K
12.1K $574K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
5.66K
+ 76.27%
$258K - $269K
13.1K $619K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
5.44K
New
$248K - $258K
5.44K $257K
Oct 21, 2022 Q3 2022
Market Street Wealth Management Advisors LLC

BUY
 -
5.39K
New
$246K - $256K
5.39K $255K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
5.31K
+ 71.19%
$242K - $252K
12.8K $605K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.22K
+ 65.03%
$238K - $248K
13.3K $627K
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
4.88K
New
$222K - $232K
4.88K $231K
Oct 26, 2022 Q3 2022
Orion Capital Management LLC

BUY
 -
3.78K
+ 253.96%
$172K - $180K
5.27K $250K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
3.76K
New
$171K - $179K
3.76K $178K
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
3.24K
+ 19.31%
$148K - $154K
20K $949K
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
3K
+ 0.52%
$136K - $142K
575K $27.2M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
2.72K
+ 542.63%
$124K - $129K
3.23K $153K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
2.71K
New
$124K - $129K
2.71K $128K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.49K
+ 0.76%
$113K - $118K
330K $15.6M
Oct 26, 2022 Q3 2022
Wolff Wiese Magana LLC

BUY
 -
1.93K
+ 5.16%
$88K - $91.8K
39.4K $1.87M
Nov 14, 2022 Q3 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
1.87K
+ 4.74%
$85.1K - $88.7K
41.3K $1.96M
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
1.77K
+ 9.16%
$80.4K - $83.9K
21K $996K
Oct 11, 2022 Q3 2022
Geometric Wealth Advisors

BUY
 -
1.44K
+ 28.4%
$65.6K - $68.4K
6.51K $308K

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