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 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
264+ 0.41% |
$12.4K - $12.6K
|
64.7K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
228+ 21.25% |
$10.7K - $10.9K
|
1.3K
$61.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220New |
$10.3K - $10.5K
|
220
$10.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
209New |
$9.82K - $10K
|
209
$9.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
193New |
$9.07K - $9.23K
|
193
$9.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 0.44% |
$6.63K - $6.75K
|
32.2K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
71+ 0.97% |
$3.34K - $3.4K
|
7.42K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
63+ 0.52% |
$2.96K - $3.01K
|
12.2K
$575K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27+ 0.55% |
$1.27K - $1.29K
|
4.95K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.22% |
$752 - $765
|
7.28K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$423 - $431
|
9
$422
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 0.96% |
$282 - $287
|
629
$29.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5- 0.04% |
$235 - $239
|
13.4K
$629K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-56- 0.22% |
$2.63K - $2.68K
|
25K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-59- 1.25% |
$2.77K - $2.82K
|
4.65K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-81- 9.57% |
$3.81K - $3.88K
|
765
$35.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 6.73% |
$4.28K - $4.35K
|
1.26K
$59.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 1.64% |
$5.17K - $5.26K
|
6.61K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-115- 1.11% |
$5.41K - $5.5K
|
10.2K
$479K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-144- 0.41% |
$6.77K - $6.89K
|
34.9K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-157- 1.19% |
$7.38K - $7.51K
|
13K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 4.44% |
$11.1K - $11.3K
|
5.11K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-255- 1.41% |
$12K - $12.2K
|
17.8K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-267- 2.62% |
$12.5K - $12.8K
|
9.94K
$466K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-297- 2.89% |
$14K - $14.2K
|
9.97K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-475- 8.12% |
$22.3K - $22.7K
|
5.38K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-498- 12.04% |
$23.4K - $23.8K
|
3.64K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-618- 0.43% |
$29K - $29.6K
|
145K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-730- 3.98% |
$34.3K - $34.9K
|
17.6K
$827K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-788- 1.09% |
$37K - $37.7K
|
71.2K
$3.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-800- 2.97% |
$37.6K - $38.3K
|
26.1K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-890- 10.28% |
$41.8K - $42.6K
|
7.76K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-921- 16.25% |
$43.3K - $44.1K
|
4.75K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-922- 1.68% |
$43.3K - $44.1K
|
53.9K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 9.64% |
$50.6K - $51.5K
|
10.1K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.09K- 0.69% |
$51.4K - $52.3K
|
156K
$7.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.15K- 0.97% |
$54.1K - $55.1K
|
117K
$5.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.24K- 2.5% |
$58.2K - $59.3K
|
48.3K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-1.3K- 3.98% |
$61.1K - $62.1K
|
31.4K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.48K- 1.15% |
$69.4K - $70.6K
|
127K
$5.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.54K- 12.32% |
$72.5K - $73.8K
|
11K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.68K- 0.08% |
$79K - $80.4K
|
2M
$93.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.71K- 17.88% |
$80.1K - $81.6K
|
7.83K
$367K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.74K- 9.98% |
$81.7K - $83.1K
|
15.7K
$735K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.86K- 9.45% |
$87.3K - $88.8K
|
17.8K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.95K- 9.45% |
$91.7K - $93.3K
|
18.7K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.07K- 32.38% |
$97.1K - $98.8K
|
4.32K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.22K- 3.13% |
$104K - $106K
|
68.6K
$3.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.37K- 4.44% |
$111K - $113K
|
50.9K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.44K- 3.81% |
$115K - $117K
|
61.6K
$2.89M
|