Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
358KNew |
$16.2M - $16.7M
|
358K
$17M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
326KNew |
$14.7M - $15.2M
|
326K
$15.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
288KNew |
$13M - $13.4M
|
288K
$13.7M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
220KNew |
$9.93M - $10.2M
|
220K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
171K+ 861.31% |
$7.74M - $7.96M
|
191K
$9.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
152KNew |
$6.87M - $7.07M
|
152K
$7.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
144KNew |
$6.5M - $6.68M
|
144K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
141KNew |
$6.38M - $6.56M
|
141K
$6.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
139KNew |
$6.3M - $6.48M
|
139K
$6.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
136KNew |
$6.15M - $6.32M
|
136K
$6.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
133K+ 159.29% |
$6.01M - $6.18M
|
216K
$10.2M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
125KNew |
$5.67M - $5.83M
|
125K
$5.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
103KNew |
$4.65M - $4.79M
|
103K
$4.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
98.9KNew |
$4.47M - $4.6M
|
98.9K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
95.3K+ 184.61% |
$4.31M - $4.43M
|
147K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
93.2KNew |
$4.21M - $4.33M
|
93.2K
$4.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.4K+ 700.81% |
$3.73M - $3.83M
|
94.2K
$4.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80.7K+ 81.5% |
$3.64M - $3.75M
|
180K
$8.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
79.7KNew |
$3.6M - $3.71M
|
79.7K
$3.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
69.2K+ 570.4% |
$3.13M - $3.22M
|
81.4K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.9K+ 396.13% |
$2.84M - $2.92M
|
78.8K
$3.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
61.1K+ 1132.53% |
$2.76M - $2.84M
|
66.5K
$3.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
58.3KNew |
$2.64M - $2.71M
|
58.3K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55.3KNew |
$2.5M - $2.57M
|
55.3K
$2.62M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
51.1KNew |
$2.31M - $2.38M
|
51.1K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48K+ 857.86% |
$2.17M - $2.23M
|
53.6K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.5KNew |
$2.06M - $2.12M
|
45.5K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
40.6KNew |
$1.83M - $1.89M
|
40.6K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
39.8K+ 327.96% |
$1.8M - $1.85M
|
51.9K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
39KNew |
$1.76M - $1.81M
|
39K
$1.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
38.9KNew |
$1.76M - $1.81M
|
38.9K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
37.4KNew |
$1.69M - $1.74M
|
37.4K
$1.77M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
34K+ 24.13% |
$1.54M - $1.58M
|
175K
$8.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.7KNew |
$1.43M - $1.47M
|
31.7K
$1.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.5K+ 211.6% |
$1.42M - $1.46M
|
46.4K
$2.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
28.3K+ 10.69% |
$1.28M - $1.31M
|
293K
$13.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.8K+ 5.33% |
$1.21M - $1.24M
|
530K
$25.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
25.7K+ 279.14% |
$1.16M - $1.2M
|
34.9K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.4KNew |
$1.06M - $1.09M
|
23.4K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$917K - $943K
|
20.3K
$961K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6KNew |
$749K - $771K
|
16.6K
$785K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16KNew |
$723K - $744K
|
16K
$758K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.8K+ 31.88% |
$715K - $735K
|
65.5K
$3.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
15.8KNew |
$713K - $734K
|
15.8K
$747K
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
13.9K+ 274.79% |
$629K - $647K
|
19K
$899K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.8KNew |
$622K - $640K
|
13.8K
$652K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.8K+ 50.57% |
$578K - $594K
|
38.1K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 31.24% |
$548K - $564K
|
51K
$2.41M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10.9KNew |
$493K - $507K
|
10.9K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10.8KNew |
$486K - $500K
|
10.8K
$509K
|