Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q3 2024. 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, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.57M+ 342.4% |
$73.6M - $74.9M
|
2.02M
$95.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
471K+ 39.65% |
$22.1M - $22.5M
|
1.66M
$78.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
382K+ 981.88% |
$18M - $18.3M
|
421K
$19.9M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
239K+ 4951.94% |
$11.3M - $11.5M
|
244K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
231K+ 63.08% |
$10.9M - $11M
|
597K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
217KNew |
$10.2M - $10.4M
|
217K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
214KNew |
$10.1M - $10.2M
|
214K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
214K+ 9.82% |
$10.1M - $10.2M
|
2.39M
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
202K+ 37.89% |
$9.48M - $9.65M
|
734K
$34.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
188K+ 49.77% |
$8.84M - $9M
|
566K
$26.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
182K+ 341.52% |
$8.57M - $8.72M
|
236K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
182K+ 26.9% |
$8.57M - $8.72M
|
860K
$40.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
180K+ 84.16% |
$8.45M - $8.6M
|
393K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
175KNew |
$8.24M - $8.38M
|
175K
$8.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
151K+ 88.45% |
$7.11M - $7.24M
|
323K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
144K+ 51.43% |
$6.75M - $6.87M
|
423K
$20M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
135K+ 164.99% |
$6.36M - $6.47M
|
217K
$10.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
134K+ 13.97% |
$6.28M - $6.4M
|
1.09M
$51.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
117K+ 4.95% |
$5.51M - $5.61M
|
2.49M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
108K+ 463.4% |
$5.09M - $5.18M
|
132K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
101K+ 11.35% |
$4.73M - $4.81M
|
987K
$46.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
89K+ 80.57% |
$4.18M - $4.26M
|
200K
$9.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
80.6KNew |
$3.79M - $3.86M
|
80.6K
$3.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.2K+ 5.52% |
$3.25M - $3.31M
|
1.32M
$62.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
68.2K+ 10.3% |
$3.21M - $3.26M
|
731K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.5K+ 26.59% |
$3.17M - $3.23M
|
321K
$15.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
67.5K+ 138.58% |
$3.17M - $3.23M
|
116K
$5.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
64.3K+ 76.13% |
$3.02M - $3.08M
|
149K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.4K+ 862.69% |
$2.89M - $2.94M
|
68.6K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
51.3K+ 83.67% |
$2.41M - $2.46M
|
113K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
49.3KNew |
$2.32M - $2.36M
|
49.3K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
47.1KNew |
$2.21M - $2.25M
|
47.1K
$2.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
46.3KNew |
$2.18M - $2.22M
|
46.3K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.7K+ 2.68% |
$2.01M - $2.04M
|
1.64M
$77.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.6K+ 44.84% |
$2M - $2.04M
|
138K
$6.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42.3K+ 83.9% |
$1.99M - $2.02M
|
92.6K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.8K+ 4.72% |
$1.92M - $1.95M
|
905K
$42.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
40.3K+ 10.82% |
$1.89M - $1.93M
|
413K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40.1K+ 2.03% |
$1.88M - $1.92M
|
2.01M
$95.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
37.5K+ 31.48% |
$1.76M - $1.8M
|
157K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
37.2K+ 16.36% |
$1.75M - $1.78M
|
264K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 6.66% |
$1.72M - $1.75M
|
585K
$27.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
34.3K+ 6.68% |
$1.61M - $1.64M
|
549K
$26M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.2K+ 22.07% |
$1.56M - $1.59M
|
184K
$8.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
29K+ 52.78% |
$1.36M - $1.39M
|
84K
$3.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.4K+ 23.34% |
$1.34M - $1.36M
|
150K
$7.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.6K+ 14.51% |
$1.3M - $1.32M
|
218K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
27K+ 30.84% |
$1.27M - $1.29M
|
115K
$5.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
26.6K+ 2.46% |
$1.25M - $1.27M
|
1.11M
$52.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
25.4K+ 142.86% |
$1.19M - $1.21M
|
43.1K
$2.04M
|