Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Short Durat (DFSD)
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 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 14.43% |
$65.5K - $68.3K
|
11.4K
$535K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1.28KNew |
$58.4K - $60.9K
|
1.28K
$60.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
732+ 16.88% |
$33.3K - $34.8K
|
5.07K
$238K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
707+ 3.88% |
$32.2K - $33.6K
|
18.9K
$888K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
415+ 9.06% |
$18.9K - $19.7K
|
5K
$235K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
260+ 3.02% |
$11.8K - $12.4K
|
8.86K
$416K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
212New |
$9.66K - $10.1K
|
212
$9.95K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
44+ 0.6% |
$2K - $2.09K
|
7.38K
$346K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-65- 0.57% |
$2.96K - $3.09K
|
11.4K
$536K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-332- 1.45% |
$15.1K - $15.8K
|
22.6K
$1.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-541- 1.16% |
$24.6K - $25.7K
|
46K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-861- 0.24% |
$39.2K - $40.9K
|
355K
$16.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-977- 3.23% |
$44.5K - $46.4K
|
29.3K
$1.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.05K- 6.32% |
$47.6K - $49.7K
|
15.5K
$728K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.15K- 10.43% |
$52.4K - $54.6K
|
9.88K
$463K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.24K- 16.72% |
$56.5K - $58.9K
|
6.18K
$290K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-2.16K- 5.08% |
$98.3K - $103K
|
40.3K
$1.89M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.19KClosed |
$99.8K - $104K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.58K- 4.94% |
$117K - $122K
|
49.6K
$2.33M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 23.86% |
$124K - $129K
|
8.65K
$406K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 15.37% |
$125K - $131K
|
15.1K
$710K
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3.15K- 24.08% |
$143K - $149K
|
9.92K
$465K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.34K- 11.67% |
$152K - $159K
|
25.3K
$1.19M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.77K- 48.65% |
$263K - $274K
|
6.09K
$286K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.38K- 2.1% |
$427K - $446K
|
438K
$20.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9.64K- 37.58% |
$439K - $458K
|
16K
$751K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15.8K- 13.49% |
$718K - $749K
|
101K
$4.74M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-18K- 62.33% |
$820K - $856K
|
10.9K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-21K- 56.91% |
$956K - $997K
|
15.9K
$745K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-37.6K- 30.64% |
$1.71M - $1.79M
|
85.2K
$4M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-83.4K- 6.36% |
$3.8M - $3.96M
|
1.23M
$57.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-112K- 72.5% |
$5.1M - $5.32M
|
42.5K
$1.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-181K- 24.0% |
$8.23M - $8.59M
|
572K
$26.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-185K- 73.08% |
$8.45M - $8.81M
|
68.3K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-185K- 73.08% |
$8.45M - $8.81M
|
68.3K
$3.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.32M- 97.83% |
$106M - $110M
|
51.6K
$2.42M
|