Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 2024. 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 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
609K+ 57.34% |
$28.5M - $29.1M
|
1.67M
$78.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
133K+ 12.17% |
$6.2M - $6.34M
|
1.22M
$57.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
117KNew |
$5.48M - $5.61M
|
117K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
106KNew |
$4.93M - $5.04M
|
106K
$4.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
88.3KNew |
$4.13M - $4.22M
|
88.3K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
82.2K+ 22.5% |
$3.84M - $3.93M
|
448K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
65.2K+ 138.59% |
$3.05M - $3.12M
|
112K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
64.5K+ 55.44% |
$3.01M - $3.08M
|
181K
$8.5M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
62.3K+ 130.94% |
$2.91M - $2.98M
|
110K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
53.2K+ 14.81% |
$2.49M - $2.54M
|
412K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
52.7KNew |
$2.46M - $2.52M
|
52.7K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43K+ 554.24% |
$2.01M - $2.06M
|
50.8K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
39.5KNew |
$1.85M - $1.89M
|
39.5K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39K+ 128.25% |
$1.82M - $1.86M
|
69.4K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
35.1K+ 1.74% |
$1.64M - $1.68M
|
2.05M
$96.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
34.6K+ 3.13% |
$1.62M - $1.65M
|
1.14M
$53.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34.3K+ 12.47% |
$1.6M - $1.64M
|
309K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
28.9K+ 105.79% |
$1.35M - $1.38M
|
56.2K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
28.1K+ 6.14% |
$1.31M - $1.34M
|
485K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.6K+ 5.9% |
$1.25M - $1.27M
|
478K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
26.1K+ 9.81% |
$1.22M - $1.25M
|
292K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24.2K+ 20.63% |
$1.13M - $1.16M
|
141K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22.5K+ 6.86% |
$1.05M - $1.08M
|
351K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.7KNew |
$687K - $703K
|
14.7K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
14.4K+ 211.42% |
$673K - $688K
|
21.2K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14.1K+ 39.94% |
$661K - $676K
|
49.5K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
11.3KNew |
$528K - $539K
|
11.3K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.7KNew |
$500K - $511K
|
10.7K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.54KNew |
$446K - $456K
|
9.54K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.52K+ 2.22% |
$445K - $455K
|
439K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.93K+ 6.21% |
$371K - $379K
|
136K
$6.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.89K+ 1.44% |
$369K - $377K
|
557K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.36K+ 2.3% |
$344K - $352K
|
328K
$15.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.88K+ 3.85% |
$322K - $329K
|
186K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 46.32% |
$286K - $292K
|
19.3K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.61K+ 2682.78% |
$262K - $268K
|
5.82K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.08K+ 2.2% |
$238K - $243K
|
236K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.07K+ 15.42% |
$237K - $242K
|
37.9K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.91K+ 18.78% |
$229K - $234K
|
31K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.83K+ 25.52% |
$226K - $231K
|
23.7K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.51KNew |
$211K - $216K
|
4.51K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.76K+ 4.7% |
$176K - $180K
|
83.7K
$3.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.7K+ 636.14% |
$173K - $177K
|
4.28K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.17K+ 9.35% |
$148K - $151K
|
37K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 7.11% |
$143K - $147K
|
46.2K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 15.16% |
$142K - $145K
|
23K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 13.49% |
$136K - $139K
|
24.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.89K+ 40.49% |
$135K - $138K
|
10K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.48K+ 1.59% |
$116K - $119K
|
159K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.13K+ 2.99% |
$99.7K - $102K
|
73.4K
$3.45M
|