Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.04MNew |
$451M - $453M
|
9.04M
$428M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
459KNew |
$22.9M - $23M
|
459K
$21.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
$9.99M - $10M
|
200K
$9.47M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
142KNew |
$7.07M - $7.1M
|
142K
$6.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
111KNew |
$5.53M - $5.55M
|
111K
$5.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101KNew |
$5.03M - $5.05M
|
101K
$4.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
94.7KNew |
$4.73M - $4.75M
|
94.7K
$4.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
89.5KNew |
$4.47M - $4.49M
|
89.5K
$4.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
88.4KNew |
$4.42M - $4.43M
|
88.4K
$4.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
82.5KNew |
$4.12M - $4.14M
|
82.5K
$3.91M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
66.5KNew |
$3.32M - $3.33M
|
66.5K
$3.15M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
61.1KNew |
$3.05M - $3.06M
|
61.1K
$2.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
44.7KNew |
$2.23M - $2.24M
|
44.7K
$2.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
42.7KNew |
$2.13M - $2.14M
|
42.7K
$2.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.4KNew |
$916K - $920K
|
18.4K
$869K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
14.8KNew |
$738K - $741K
|
14.8K
$699K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.8KNew |
$687K - $690K
|
13.8K
$651K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13KNew |
$648K - $650K
|
13K
$614K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
12.8KNew |
$641K - $644K
|
12.8K
$608K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
12.6KNew |
$627K - $630K
|
12.6K
$595K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.57KNew |
$478K - $480K
|
9.57K
$453K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
7.5KNew |
$374K - $376K
|
7.5K
$355K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.84KNew |
$292K - $293K
|
5.84K
$277K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
5.66KNew |
$283K - $284K
|
5.66K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.51KNew |
$275K - $276K
|
5.51K
$261K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.95KNew |
$247K - $248K
|
4.95K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.59KNew |
$229K - $230K
|
4.59K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
253New |
$12.6K - $12.7K
|
253
$12K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
66New |
$3.3K - $3.31K
|
66
$3.12K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|