Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.7M+ 5684.74% |
$78.4M - $79.1M
|
1.73M
$81.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
272K+ 65.11% |
$12.6M - $12.7M
|
689K
$32.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
235K+ 814.42% |
$10.9M - $11M
|
264K
$12.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
174K+ 11.12% |
$8.07M - $8.14M
|
1.74M
$82.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
152K+ 884.26% |
$7.02M - $7.08M
|
169K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
144K+ 132.52% |
$6.67M - $6.73M
|
253K
$12M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
125K+ 25.4% |
$5.77M - $5.82M
|
616K
$29.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
105KNew |
$4.86M - $4.91M
|
105K
$4.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
94.9K+ 18.03% |
$4.39M - $4.43M
|
621K
$29.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91.8K+ 26.79% |
$4.24M - $4.28M
|
434K
$20.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
89.7K+ 28.62% |
$4.15M - $4.18M
|
403K
$19.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.1K+ 18.44% |
$4.03M - $4.06M
|
559K
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.6KNew |
$3.87M - $3.9M
|
83.6K
$3.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
77.7K+ 15.27% |
$3.59M - $3.62M
|
586K
$27.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
77K+ 529.4% |
$3.56M - $3.59M
|
91.6K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
76.3K+ 129.36% |
$3.53M - $3.56M
|
135K
$6.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
71K+ 97.39% |
$3.28M - $3.31M
|
144K
$6.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
66.5K+ 22.06% |
$3.07M - $3.1M
|
368K
$17.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
62.3K+ 16.8% |
$2.88M - $2.91M
|
433K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.8K+ 1369.56% |
$2.77M - $2.79M
|
64.2K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
55.4K+ 142.47% |
$2.56M - $2.58M
|
94.3K
$4.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53.9K+ 15.91% |
$2.49M - $2.51M
|
392K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49.7K+ 57.31% |
$2.3M - $2.32M
|
137K
$6.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47KNew |
$2.17M - $2.19M
|
47K
$2.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44.5KNew |
$2.06M - $2.08M
|
44.5K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.9KNew |
$1.43M - $1.44M
|
30.9K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30.1K+ 33.27% |
$1.39M - $1.4M
|
120K
$5.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28KNew |
$1.29M - $1.31M
|
28K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27.7K+ 26.68% |
$1.28M - $1.29M
|
132K
$6.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27.7K+ 14.06% |
$1.28M - $1.29M
|
225K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.1K+ 174.36% |
$1.25M - $1.27M
|
42.7K
$2.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
26.5K+ 19.73% |
$1.22M - $1.23M
|
161K
$7.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
26.3K+ 500.4% |
$1.22M - $1.23M
|
31.6K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
25.5K+ 13.25% |
$1.18M - $1.19M
|
218K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
24.7K+ 9.81% |
$1.14M - $1.15M
|
276K
$13.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
24.3K+ 4.19% |
$1.13M - $1.14M
|
605K
$28.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.3K+ 223.61% |
$1.12M - $1.13M
|
35.1K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
17.6K+ 39.25% |
$814K - $821K
|
62.4K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17.4K+ 217.31% |
$806K - $814K
|
25.5K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17K+ 7.09% |
$784K - $791K
|
256K
$12.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
16.1KNew |
$742K - $749K
|
16.1K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$733K - $739K
|
15.8K
$750K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.9KNew |
$690K - $696K
|
14.9K
$707K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14.2K+ 19.18% |
$655K - $661K
|
88.1K
$4.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14.1K+ 34.43% |
$654K - $660K
|
55.2K
$2.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.4K+ 59.09% |
$619K - $624K
|
36K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2KNew |
$611K - $616K
|
13.2K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$601K - $607K
|
13K
$616K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 12.21% |
$558K - $563K
|
111K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.5K+ 37.7% |
$532K - $536K
|
42K
$1.99M
|