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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
373+ 7.64% |
$16.9K - $17.3K
|
5.25K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
332New |
$15K - $15.4K
|
332
$15.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
223+ 0.76% |
$10.1K - $10.4K
|
29.5K
$1.38M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
199+ 3.06% |
$8.99K - $9.25K
|
6.71K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
52+ 0.62% |
$2.35K - $2.42K
|
8.39K
$394K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12+ 0.05% |
$542 - $558
|
22.7K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18- 0.23% |
$813 - $836
|
7.79K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-256- 2.89% |
$11.6K - $11.9K
|
8.6K
$404K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 9.77% |
$12K - $12.3K
|
2.45K
$115K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-653- 5.11% |
$29.5K - $30.3K
|
12.1K
$569K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-718- 3.28% |
$32.4K - $33.4K
|
21.2K
$993K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-760- 12.3% |
$34.3K - $35.3K
|
5.42K
$254K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-865- 8.76% |
$39.1K - $40.2K
|
9.01K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.05K- 2.43% |
$47.2K - $48.6K
|
42K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.39K- 3.45% |
$62.8K - $64.6K
|
38.9K
$1.83M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 17.65% |
$69K - $71K
|
7.13K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 27.91% |
$76.8K - $79K
|
4.39K
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.74K- 3.77% |
$78.4K - $80.6K
|
44.3K
$2.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.06K- 4.09% |
$93K - $95.6K
|
48.3K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.76K- 24.82% |
$170K - $175K
|
11.4K
$534K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.03K- 37.68% |
$272K - $280K
|
9.97K
$468K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10.7K- 10.62% |
$485K - $499K
|
90.3K
$4.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14K- 35.56% |
$634K - $652K
|
25.4K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.9K- 63.7% |
$675K - $694K
|
8.51K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-17.1K- 1.39% |
$773K - $795K
|
1.21M
$56.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20.6K- 24.22% |
$933K - $959K
|
64.6K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.7K- 43.44% |
$1.34M - $1.38M
|
38.6K
$1.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 7.96% |
$1.34M - $1.38M
|
343K
$16.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-35.1K- 10.97% |
$1.59M - $1.63M
|
285K
$13.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-41.6K- 33.25% |
$1.88M - $1.93M
|
83.4K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-89.5K- 15.58% |
$4.04M - $4.16M
|
485K
$22.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-323K- 56.36% |
$14.6M - $15M
|
250K
$11.7M
|