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 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.69K- 2.86% |
$126K - $128K
|
91.4K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.75K- 10.04% |
$129K - $131K
|
24.6K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.95K- 9.53% |
$139K - $141K
|
28K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.81K- 15.64% |
$179K - $182K
|
20.6K
$964K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 6.45% |
$186K - $189K
|
57.2K
$2.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.16K- 1.19% |
$242K - $247K
|
430K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-6.64K- 12.1% |
$312K - $318K
|
48.3K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.99K- 5.72% |
$328K - $334K
|
115K
$5.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.72K- 14.29% |
$363K - $369K
|
46.3K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.82K- 4.66% |
$367K - $374K
|
160K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-10.1K- 31.79% |
$477K - $485K
|
21.8K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.8K- 10.56% |
$507K - $516K
|
91.3K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-11.1K- 6.66% |
$522K - $532K
|
156K
$7.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 8.98% |
$572K - $583K
|
123K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.9K- 21.53% |
$605K - $616K
|
46.9K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 4.55% |
$719K - $732K
|
321K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 37.89% |
$743K - $756K
|
25.9K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 48.9% |
$1.1M - $1.12M
|
24.5K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23.5K- 51.49% |
$1.11M - $1.13M
|
22.2K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-24.9K- 23.54% |
$1.17M - $1.19M
|
81K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.1K- 12.77% |
$1.32M - $1.35M
|
192K
$9.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-29.6K- 2.17% |
$1.39M - $1.41M
|
1.33M
$62.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33K- 29.23% |
$1.55M - $1.58M
|
80K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-100K- 91.34% |
$4.72M - $4.8M
|
9.52K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-110K- 42.3% |
$5.17M - $5.27M
|
150K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-407K- 96.64% |
$19.1M - $19.4M
|
14.2K
$664K
|