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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.27K+ 11.31% |
$340K - $348K
|
71.6K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 13.71% |
$335K - $343K
|
59.5K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.17KNew |
$335K - $343K
|
7.17K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.03K+ 3.04% |
$329K - $336K
|
238K
$11.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.88K+ 3.85% |
$322K - $329K
|
186K
$8.83M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.66K+ 4.16% |
$311K - $318K
|
167K
$7.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.37K+ 26.3% |
$298K - $304K
|
30.6K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.22K+ 11.04% |
$291K - $297K
|
62.5K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 46.32% |
$286K - $292K
|
19.3K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.06KNew |
$283K - $290K
|
6.06K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.06KNew |
$283K - $289K
|
6.06K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.77K+ 84.9% |
$270K - $276K
|
12.6K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.75KNew |
$269K - $275K
|
5.75K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.74K+ 14.29% |
$268K - $274K
|
45.9K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.61K+ 2682.78% |
$262K - $268K
|
5.82K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
5.13KNew |
$240K - $245K
|
5.13K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.08K+ 2.2% |
$238K - $243K
|
236K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.07K+ 15.42% |
$237K - $242K
|
37.9K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.94K+ 49.55% |
$231K - $236K
|
14.9K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.91K+ 18.78% |
$229K - $234K
|
31K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
4.9KNew |
$229K - $234K
|
4.9K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.83K+ 25.52% |
$226K - $231K
|
23.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 31.71% |
$224K - $229K
|
19.9K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.78K+ 64.42% |
$223K - $228K
|
12.2K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
4.59KNew |
$215K - $219K
|
4.59K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.51KNew |
$211K - $216K
|
4.51K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.5KNew |
$210K - $215K
|
4.5K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.36K+ 12.02% |
$204K - $208K
|
40.6K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.24KNew |
$198K - $203K
|
4.24K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04K+ 12.97% |
$189K - $193K
|
35.2K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.86K+ 28.53% |
$181K - $185K
|
17.4K
$827K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.83K+ 19.4% |
$179K - $183K
|
23.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.76K+ 4.7% |
$176K - $180K
|
83.7K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.7K+ 636.14% |
$173K - $177K
|
4.28K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.6K+ 2.84% |
$168K - $172K
|
131K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.54K+ 6.41% |
$166K - $169K
|
58.8K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.38K+ 12.06% |
$158K - $161K
|
31.4K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.31K+ 18.79% |
$155K - $158K
|
20.9K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.17K+ 9.35% |
$148K - $151K
|
37K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 7.11% |
$143K - $147K
|
46.2K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 15.16% |
$142K - $145K
|
23K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.03K+ 33.32% |
$141K - $145K
|
12.1K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3K+ 101.94% |
$140K - $143K
|
5.94K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 13.49% |
$136K - $139K
|
24.5K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.89K+ 40.49% |
$135K - $138K
|
10K
$476K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.81KNew |
$132K - $134K
|
2.81K
$134K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.48K+ 1.59% |
$116K - $119K
|
159K
$7.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 5.11% |
$107K - $110K
|
47.1K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 1.56% |
$105K - $108K
|
147K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.13K+ 2.99% |
$99.7K - $102K
|
73.4K
$3.49M
|