Purchases and Sales Made in Q3 2023 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 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 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.37K
+ 25.86%
$63.3K - $63.8K
6.66K $312K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.35K
New
$62.4K - $63K
1.35K $63.4K
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
1.29K
+ 12.7%
$59.6K - $60.2K
11.4K $537K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.02K
+ 2.01%
$47.2K - $47.6K
51.7K $2.43M
Nov 07, 2023 Q3 2023
Awm Capital, LLC

BUY
 -
1.02K
+ 1.06%
$47K - $47.4K
96.7K $4.54M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
1.01K
+ 2.9%
$46.5K - $46.9K
35.7K $1.67M
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
953
+ 31.02%
$44.1K - $44.5K
4.03K $189K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
889
+ 8.59%
$41.1K - $41.5K
11.2K $528K
Oct 16, 2023 Q3 2023
Applied Capital LLC

BUY
 -
842
+ 2.27%
$38.9K - $39.3K
38K $1.78M
Jul 03, 2024 Q3 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
842
+ 16.05%
$38.9K - $39.3K
6.09K $286K
Oct 16, 2023 Q3 2023
Shore Point Advisors, LLC

BUY
 -
819
+ 3.46%
$37.9K - $38.2K
24.5K $1.15M
Oct 11, 2023 Q3 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
787
New
$36.4K - $36.7K
787 $36.9K
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
609
+ 0.5%
$28.2K - $28.4K
121K $5.7M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
605
+ 5.39%
$28K - $28.2K
11.8K $555K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
603
+ 1.05%
$27.9K - $28.1K
57.8K $2.71M
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
552
+ 10.32%
$25.5K - $25.8K
5.9K $277K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
550
New
$25.4K - $25.7K
550 $25.8K
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
525
+ 4.81%
$24.3K - $24.5K
11.4K $537K
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
469
+ 1.74%
$21.7K - $21.9K
27.4K $1.28M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
441
New
$20.4K - $20.6K
441 $20.7K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
353
+ 37.96%
$16.3K - $16.5K
1.28K $60.2K
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
290
+ 3.4%
$13.4K - $13.5K
8.81K $413K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
118
+ 0.61%
$5.46K - $5.5K
19.5K $916K
Oct 13, 2023 Q3 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
61
+ 0.71%
$2.82K - $2.85K
8.69K $408K
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

SELL
 -
-3
- 0.03%
$139 - $140
10.8K $505K
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-12
- 9.6%
$555 - $560
113 $5.3K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

SELL
 -
-40
- 0.91%
$1.85K - $1.87K
4.35K $204K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-87
- 1.44%
$4.02K - $4.06K
5.94K $279K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-90
- 1.45%
$4.16K - $4.2K
6.14K $288K
Oct 30, 2023 Q3 2023
Helen Stephens Group, LLC

SELL
 -
-117
- 2.28%
$5.41K - $5.46K
5.02K $236K
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-263
- 0.61%
$12.2K - $12.3K
42.5K $2M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

SELL
 -
-270
- 1.22%
$12.5K - $12.6K
21.8K $1.02M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-355
- 2.39%
$16.4K - $16.6K
14.5K $682K
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

SELL
 -
-544
- 1.01%
$25.2K - $25.4K
53.1K $2.49M
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
SELL
 -
-869
- 48.9%
$40.2K - $40.5K
908 $42.6K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

SELL
 -
-892
- 14.68%
$41.2K - $41.6K
5.18K $243K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-1.07K
- 68.05%
$49.2K - $49.7K
500 $23.5K
Oct 20, 2023 Q3 2023
Tillman Hartley LLC

Orlando, FL
SELL
 -
-1.37K
- 0.99%
$63.1K - $63.7K
136K $6.4M
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-1.53K
- 0.18%
$70.8K - $71.5K
856K $40.2M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-1.67K
- 4.04%
$77.3K - $78K
39.7K $1.87M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-1.68K
- 0.94%
$77.7K - $78.4K
177K $8.32M
Nov 03, 2023 Q3 2023
Kooman & Associates

Altoona, PA
SELL
 -
-1.79K
- 1.34%
$82.8K - $83.6K
132K $6.18M
Oct 27, 2023 Q3 2023
B&D White Capital Company, LLC

SELL
 -
-2.52K
- 34.25%
$116K - $117K
4.83K $227K
Oct 17, 2023 Q3 2023
Shearwater Capital LLC

SELL
 -
-2.86K
- 25.0%
$132K - $133K
8.57K $402K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-2.9K
- 35.28%
$134K - $135K
5.32K $250K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-3.07K
- 7.47%
$142K - $143K
38.1K $1.79M
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-3.43K
- 78.97%
$159K - $160K
913 $42.8K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

SELL
 -
-3.87K
- 86.58%
$179K - $181K
600 $28.2K
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

SELL
 -
-4K
- 34.5%
$185K - $186K
7.59K $356K

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