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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-6.5K- 18.19% |
$301K - $303K
|
29.2K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-9.65K- 16.52% |
$446K - $450K
|
48.8K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.7K- 17.05% |
$495K - $500K
|
52.1K
$2.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.9K- 8.43% |
$552K - $557K
|
130K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17.4K- 13.44% |
$806K - $814K
|
112K
$5.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-26K- 46.01% |
$1.2M - $1.21M
|
30.5K
$1.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-35.8K- 10.78% |
$1.66M - $1.67M
|
296K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-54.7K- 57.33% |
$2.53M - $2.55M
|
40.7K
$1.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61.6K- 84.37% |
$2.85M - $2.87M
|
11.4K
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-65.9K- 19.94% |
$3.05M - $3.08M
|
265K
$12.4M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-66.9KClosed |
$3.09M - $3.12M
|
0
$0
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-80.2K- 87.63% |
$3.71M - $3.74M
|
11.3K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-126K- 35.34% |
$5.84M - $5.89M
|
231K
$10.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-140K- 70.11% |
$6.47M - $6.53M
|
59.7K
$2.8M
|