Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 2023. 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 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2MNew |
$92.2M - $94M
|
2M
$94.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.22M+ 2868.38% |
$56.5M - $57.7M
|
1.27M
$60M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
890K+ 2915.86% |
$41.1M - $41.9M
|
921K
$43.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
766K+ 453.55% |
$35.4M - $36.1M
|
935K
$44.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
649K+ 688.01% |
$29.9M - $30.5M
|
743K
$35.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
583K+ 2987.05% |
$26.9M - $27.5M
|
603K
$28.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
431KNew |
$19.9M - $20.3M
|
431K
$20.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
323KNew |
$14.9M - $15.2M
|
323K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
300K+ 118.48% |
$13.8M - $14.1M
|
553K
$26.2M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
294K+ 16.89% |
$13.6M - $13.9M
|
2.04M
$96.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
239KNew |
$11.1M - $11.3M
|
239K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
230K+ 57.13% |
$10.6M - $10.8M
|
633K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
211KNew |
$9.75M - $9.95M
|
211K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
209K+ 90.44% |
$9.65M - $9.84M
|
440K
$20.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
203K+ 2306.66% |
$9.38M - $9.57M
|
212K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200K+ 208.39% |
$9.22M - $9.4M
|
295K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
197K+ 35.16% |
$9.07M - $9.26M
|
756K
$35.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
174KNew |
$8.02M - $8.19M
|
174K
$8.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
153KNew |
$7.05M - $7.19M
|
153K
$7.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
135KNew |
$6.22M - $6.34M
|
135K
$6.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
133KNew |
$6.15M - $6.27M
|
133K
$6.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
132K+ 1156.88% |
$6.09M - $6.22M
|
143K
$6.79M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
110KNew |
$5.09M - $5.2M
|
110K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
105K+ 147.63% |
$4.84M - $4.94M
|
176K
$8.33M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102K+ 665.4% |
$4.69M - $4.79M
|
117K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100K+ 73.34% |
$4.62M - $4.71M
|
237K
$11.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
96.8K+ 1358.95% |
$4.47M - $4.56M
|
104K
$4.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
93.4K+ 23.79% |
$4.31M - $4.4M
|
486K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.7KNew |
$3.68M - $3.75M
|
79.7K
$3.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
75.3K+ 17.4% |
$3.48M - $3.55M
|
508K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
74.1K+ 54.83% |
$3.42M - $3.49M
|
209K
$9.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
66.9KNew |
$3.09M - $3.15M
|
66.9K
$3.17M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
62.6KNew |
$2.89M - $2.95M
|
62.6K
$2.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
61.5K+ 74.87% |
$2.84M - $2.9M
|
144K
$6.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
54K+ 14.69% |
$2.49M - $2.54M
|
422K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53.3KNew |
$2.46M - $2.51M
|
53.3K
$2.52M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50.2K+ 2.58% |
$2.32M - $2.37M
|
2M
$94.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
48.9K+ 155.11% |
$2.26M - $2.3M
|
80.5K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
42.1K+ 31.98% |
$1.94M - $1.98M
|
174K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.8K+ 225.58% |
$1.65M - $1.68M
|
51.6K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
34.6K+ 39.33% |
$1.6M - $1.63M
|
123K
$5.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
34K+ 30.63% |
$1.57M - $1.6M
|
145K
$6.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.9K+ 22.88% |
$1.52M - $1.55M
|
177K
$8.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 4.34% |
$1.38M - $1.41M
|
719K
$34.1M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
29.3KNew |
$1.35M - $1.38M
|
29.3K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
27.9K+ 12.8% |
$1.29M - $1.31M
|
246K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.4KNew |
$1.26M - $1.29M
|
27.4K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
26.6K+ 45.01% |
$1.23M - $1.25M
|
85.6K
$4.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
26.1K+ 47.18% |
$1.2M - $1.23M
|
81.3K
$3.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
23.5K+ 3.78% |
$1.08M - $1.11M
|
645K
$30.5M
|