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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23.8K+ 18.8% |
$1.12M - $1.14M
|
150K
$7.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
23.5K+ 6.89% |
$1.11M - $1.13M
|
365K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
22.2K+ 6.65% |
$1.04M - $1.06M
|
356K
$16.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22K+ 4.19% |
$1.04M - $1.05M
|
548K
$25.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21.5K+ 2.06% |
$1.01M - $1.03M
|
1.06M
$49.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.4K+ 19.39% |
$1.01M - $1.02M
|
132K
$6.18M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
21.3K+ 81.15% |
$1M - $1.02M
|
47.6K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21.1K+ 33.88% |
$990K - $1.01M
|
83.3K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 33.18% |
$965K - $982K
|
82.4K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20.2K+ 7.8% |
$949K - $966K
|
279K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.4K+ 34.84% |
$911K - $927K
|
75K
$3.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
18.9KNew |
$889K - $905K
|
18.9K
$888K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
18.7K+ 13.59% |
$879K - $895K
|
156K
$7.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 9.25% |
$870K - $885K
|
218K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.3K+ 154.64% |
$860K - $875K
|
30.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 19.78% |
$813K - $828K
|
105K
$4.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
15.6K+ 105.36% |
$733K - $746K
|
30.4K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15K+ 59.65% |
$706K - $718K
|
40.2K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 28.98% |
$706K - $718K
|
66.8K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.7KNew |
$690K - $702K
|
14.7K
$689K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
14.6K+ 22.21% |
$685K - $697K
|
80.2K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
14.4K+ 4.69% |
$676K - $688K
|
321K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.7K+ 126.31% |
$642K - $653K
|
24.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 43.17% |
$636K - $647K
|
44.9K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.6K+ 7.27% |
$592K - $602K
|
186K
$8.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12.6K+ 6.56% |
$590K - $601K
|
204K
$9.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 5.33% |
$550K - $559K
|
231K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
11.6K+ 48.78% |
$546K - $555K
|
35.4K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 2.64% |
$544K - $554K
|
451K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$542K - $551K
|
11.5K
$541K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.2K+ 2.92% |
$480K - $488K
|
359K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.87K+ 3.1% |
$464K - $472K
|
328K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.15KNew |
$430K - $438K
|
9.15K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.06K+ 15.63% |
$426K - $433K
|
67K
$3.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
8.7K+ 7.09% |
$409K - $416K
|
131K
$6.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.65K+ 31.3% |
$406K - $414K
|
36.3K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
7.98K+ 1.78% |
$375K - $382K
|
457K
$21.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.7K+ 13.61% |
$362K - $368K
|
64.3K
$3.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.14K+ 3.19% |
$335K - $341K
|
231K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.14KNew |
$335K - $341K
|
7.14K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.08K+ 2398.64% |
$333K - $339K
|
7.37K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7KNew |
$329K - $335K
|
7K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
6.81KNew |
$320K - $326K
|
6.81K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.79KNew |
$319K - $325K
|
6.79K
$319K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.1K+ 13.2% |
$287K - $292K
|
52.3K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.08KNew |
$286K - $291K
|
6.08K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.08KNew |
$286K - $291K
|
6.08K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.04K+ 38.86% |
$284K - $289K
|
21.6K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.95K+ 23.65% |
$280K - $285K
|
31.1K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.63K+ 18.84% |
$218K - $221K
|
29.2K
$1.37M
|