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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115+ 0.26% |
$5.31K - $5.42K
|
44K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
105+ 3.57% |
$4.85K - $4.94K
|
3.05K
$144K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
55+ 1.14% |
$2.54K - $2.59K
|
4.88K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
32+ 0.42% |
$1.48K - $1.51K
|
7.62K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$185 - $188
|
4
$189
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9- 0.17% |
$415 - $424
|
5.31K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-20- 0.3% |
$923 - $942
|
6.72K
$318K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-48- 0.79% |
$2.22K - $2.26K
|
6.04K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57- 0.39% |
$2.63K - $2.68K
|
14.5K
$685K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 15.65% |
$3.19K - $3.25K
|
372
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-79- 98.75% |
$3.65K - $3.72K
|
1
$47.4
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-81- 0.3% |
$3.74K - $3.81K
|
27.3K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-98- 1.6% |
$4.52K - $4.61K
|
6.04K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-150- 2.2% |
$6.92K - $7.06K
|
6.67K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-200- 2.06% |
$9.23K - $9.42K
|
9.52K
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-216- 27.45% |
$9.97K - $10.2K
|
571
$27K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-216- 4.77% |
$9.97K - $10.2K
|
4.32K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-248- 0.21% |
$11.4K - $11.7K
|
120K
$5.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-281- 2.27% |
$13K - $13.2K
|
12.1K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-457- 1.56% |
$21.1K - $21.5K
|
28.8K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 8.74% |
$70.9K - $72.4K
|
16K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.59K- 4.04% |
$73.6K - $75.1K
|
37.9K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.82K- 45.27% |
$84.1K - $85.8K
|
2.2K
$104K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 2.52% |
$90.5K - $92.3K
|
75.9K
$3.59M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.07K- 1.72% |
$95.3K - $97.2K
|
118K
$5.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-2.35K- 6.19% |
$108K - $111K
|
35.6K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.79K- 5.35% |
$129K - $131K
|
49.3K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.98K- 2.2% |
$276K - $282K
|
266K
$12.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-6.5K- 39.16% |
$300K - $306K
|
10.1K
$478K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6.73K- 10.94% |
$311K - $317K
|
54.8K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-7.17K- 5.44% |
$331K - $337K
|
124K
$5.89M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 99.99% |
$554K - $565K
|
1
$47.4
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-12.8K- 24.02% |
$589K - $600K
|
40.3K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 27.38% |
$654K - $667K
|
37.6K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-18.3K- 14.11% |
$845K - $862K
|
111K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-18.8K- 2.19% |
$866K - $883K
|
838K
$39.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.1K- 27.04% |
$975K - $995K
|
57K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22K- 26.43% |
$1.02M - $1.04M
|
61.3K
$2.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-29.5K- 9.96% |
$1.36M - $1.39M
|
267K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-40.1K- 15.14% |
$1.85M - $1.89M
|
225K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-61.1K- 13.45% |
$2.82M - $2.88M
|
393K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-101K- 17.29% |
$4.68M - $4.77M
|
485K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-104K- 17.22% |
$4.81M - $4.9M
|
501K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-113K- 21.45% |
$5.2M - $5.31M
|
413K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-209K- 48.18% |
$9.66M - $9.85M
|
225K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.7M- 98.4% |
$78.4M - $80M
|
27.6K
$1.31M
|