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
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 16.98% |
$525K - $529K
|
78.1K
$3.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
10.9K+ 16.07% |
$503K - $508K
|
78.6K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 2.0% |
$476K - $481K
|
525K
$24.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 2.31% |
$473K - $478K
|
454K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.39KNew |
$434K - $438K
|
9.39K
$441K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.45K+ 16.71% |
$391K - $394K
|
59K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.31K+ 52.93% |
$338K - $341K
|
21.1K
$991K
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.19K+ 15.15% |
$333K - $335K
|
54.6K
$2.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.97K+ 9.26% |
$322K - $325K
|
82.2K
$3.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$306K - $308K
|
6.61K
$310K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 22.08% |
$300K - $302K
|
35.8K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.39K+ 5.33% |
$296K - $298K
|
126K
$5.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.35K+ 42.59% |
$293K - $296K
|
21.2K
$997K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.34K+ 8.25% |
$293K - $296K
|
83.3K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.51KNew |
$255K - $257K
|
5.51K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.45K+ 247.59% |
$252K - $254K
|
7.65K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.34KNew |
$247K - $249K
|
5.34K
$251K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.91K+ 26.53% |
$227K - $229K
|
23.4K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.67KNew |
$216K - $218K
|
4.67K
$219K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.64K+ 5.15% |
$215K - $216K
|
94.8K
$4.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.53KNew |
$210K - $211K
|
4.53K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.47K+ 2.97% |
$207K - $209K
|
155K
$7.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.42K+ 1.65% |
$204K - $206K
|
272K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.35K+ 9.09% |
$201K - $203K
|
52.2K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.34K+ 39.65% |
$201K - $202K
|
15.3K
$717K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.92K+ 67.59% |
$181K - $183K
|
9.72K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.78K+ 25.5% |
$175K - $176K
|
18.6K
$872K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.67K+ 9.14% |
$170K - $171K
|
43.9K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.62K+ 13.71% |
$168K - $169K
|
30K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.59K+ 5.31% |
$166K - $167K
|
71.1K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.48K+ 67.8% |
$161K - $163K
|
8.62K
$405K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.47K+ 38.94% |
$160K - $162K
|
12.4K
$581K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.47K+ 4.66% |
$160K - $162K
|
77.8K
$3.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.18K+ 46.93% |
$147K - $148K
|
9.94K
$467K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.15K+ 5.4% |
$146K - $147K
|
61.5K
$2.89M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.94KNew |
$136K - $137K
|
2.94K
$138K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.86KNew |
$132K - $133K
|
2.86K
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.8K+ 51.12% |
$129K - $131K
|
8.28K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.75K+ 42.92% |
$127K - $128K
|
9.14K
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.7K+ 6.61% |
$125K - $126K
|
43.5K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.66K+ 11.63% |
$123K - $124K
|
25.5K
$1.2M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.54K+ 14.22% |
$118K - $119K
|
20.4K
$959K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.02K+ 42.1% |
$93.4K - $94.2K
|
6.82K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.98K+ 8.57% |
$91.6K - $92.4K
|
25.1K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.96K+ 5.7% |
$90.7K - $91.5K
|
36.4K
$1.71M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.84K+ 2.79% |
$85.2K - $86K
|
67.8K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 6.98% |
$82.7K - $83.4K
|
27.4K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.7K+ 4.49% |
$78.4K - $79.1K
|
39.5K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.67K+ 10.52% |
$77.4K - $78K
|
17.6K
$825K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.43K+ 6.45% |
$66K - $66.6K
|
23.6K
$1.11M
|