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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.98K+ 12.53% |
$230K - $235K
|
44.7K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.95KNew |
$228K - $233K
|
4.95K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.92K+ 3.17% |
$227K - $232K
|
160K
$7.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
4.79KNew |
$221K - $226K
|
4.79K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.74KNew |
$219K - $223K
|
4.74K
$224K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.72K+ 41.22% |
$218K - $222K
|
16.2K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.32K+ 13.95% |
$199K - $203K
|
35.2K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$199K - $203K
|
4.3K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
4.29KNew |
$198K - $202K
|
4.29K
$203K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.29K+ 1.91% |
$198K - $202K
|
229K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.14K+ 62.72% |
$191K - $195K
|
10.8K
$509K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11KNew |
$190K - $193K
|
4.11K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.01K+ 11.13% |
$185K - $189K
|
40K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.5K+ 8.33% |
$162K - $165K
|
45.5K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.14K+ 2.58% |
$145K - $148K
|
125K
$5.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.66K+ 10.45% |
$123K - $125K
|
28.1K
$1.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.64K+ 17.65% |
$122K - $124K
|
17.6K
$832K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.63K+ 12.84% |
$121K - $124K
|
23.1K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 7.28% |
$120K - $123K
|
38.4K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.42K+ 21.68% |
$112K - $114K
|
13.6K
$643K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.4K+ 20.97% |
$111K - $113K
|
13.9K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.18KNew |
$100K - $102K
|
2.18K
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.89K+ 7.72% |
$87.3K - $89.1K
|
26.4K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.63K+ 7.69% |
$75.4K - $76.9K
|
22.9K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.61K+ 1.43% |
$74.1K - $75.6K
|
114K
$5.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.57K+ 14.56% |
$72.3K - $73.7K
|
12.3K
$583K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 259.8% |
$60K - $61.2K
|
1.8K
$85.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.2K+ 25.76% |
$55.5K - $56.6K
|
5.87K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.11K+ 12.85% |
$51.1K - $52.2K
|
9.73K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$49.4K - $50.4K
|
1.07K
$50.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
933+ 72.72% |
$43.1K - $43.9K
|
2.22K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
731+ 5.54% |
$33.7K - $34.4K
|
13.9K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
724+ 0.75% |
$33.4K - $34.1K
|
97.4K
$4.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
608+ 5.41% |
$28.1K - $28.6K
|
11.9K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
593+ 6.31% |
$27.4K - $27.9K
|
9.99K
$473K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
565+ 2.4% |
$26.1K - $26.6K
|
24.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
527+ 1.92% |
$24.3K - $24.8K
|
27.9K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
524+ 1.12% |
$24.2K - $24.7K
|
47.5K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
491+ 53.78% |
$22.7K - $23.1K
|
1.4K
$66.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
485+ 9.66% |
$22.4K - $22.8K
|
5.51K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
467+ 7.91% |
$21.6K - $22K
|
6.37K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
429+ 1.68% |
$19.8K - $20.2K
|
25.9K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
377+ 0.45% |
$17.4K - $17.8K
|
84K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
370+ 5.56% |
$17.1K - $17.4K
|
7.03K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
233+ 1.07% |
$10.8K - $11K
|
22K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
$7.29K - $7.44K
|
158
$7.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
150+ 1.81% |
$6.92K - $7.06K
|
8.43K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
147+ 1.69% |
$6.79K - $6.92K
|
8.84K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
139+ 0.24% |
$6.42K - $6.55K
|
57.9K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131New |
$6.05K - $6.17K
|
131
$6.2K
|