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 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.11K+ 4.81% |
$98.5K - $101K
|
45.9K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09K+ 19.07% |
$97.8K - $100K
|
13.1K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.84KNew |
$86K - $87.9K
|
1.84K
$87.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.83K+ 7.44% |
$85.6K - $87.5K
|
26.4K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 1.88% |
$72.3K - $73.9K
|
83.9K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$60.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.21K+ 1.97% |
$56.7K - $58K
|
62.8K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.19KNew |
$55.6K - $56.9K
|
1.19K
$56.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.17K+ 13.89% |
$54.7K - $55.9K
|
9.6K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.15K+ 8.53% |
$53.7K - $54.9K
|
14.6K
$695K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
932+ 4.89% |
$43.6K - $44.5K
|
20K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
896+ 3.13% |
$41.9K - $42.8K
|
29.6K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
860New |
$40.2K - $41.1K
|
860
$40.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.07% |
$38.6K - $39.4K
|
27.7K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
732+ 4.99% |
$34.2K - $35K
|
15.4K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.1K - $34.8K
|
729
$34.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
721+ 15.65% |
$33.7K - $34.5K
|
5.33K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
703+ 11.56% |
$32.9K - $33.6K
|
6.79K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
640+ 64.0% |
$29.9K - $30.6K
|
1.64K
$77.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
618+ 8.38% |
$28.9K - $29.5K
|
7.99K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
558+ 3.14% |
$26.1K - $26.7K
|
18.4K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
552New |
$25.8K - $26.4K
|
552
$26.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
522New |
$24.4K - $25K
|
522
$24.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
502+ 3.86% |
$23.5K - $24K
|
13.5K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
496+ 1.55% |
$23.2K - $23.7K
|
32.5K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
409+ 31.44% |
$19.1K - $19.6K
|
1.71K
$81.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
388+ 30.74% |
$18.1K - $18.5K
|
1.65K
$78.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
294+ 2.96% |
$13.7K - $14.1K
|
10.2K
$486K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
286+ 1.82% |
$13.4K - $13.7K
|
16K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
260New |
$12.2K - $12.4K
|
260
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
232+ 0.76% |
$10.8K - $11.1K
|
30.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$9.82K - $10K
|
210
$9.98K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
190New |
$8.88K - $9.08K
|
190
$9.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$8.56K - $8.75K
|
183
$8.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 77.31% |
$7.81K - $7.98K
|
383
$18.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
164+ 3.88% |
$7.67K - $7.84K
|
4.39K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
135New |
$6.31K - $6.45K
|
135
$6.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
126New |
$5.89K - $6.02K
|
126
$5.99K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
115+ 1.95% |
$5.38K - $5.5K
|
6.02K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 5.1% |
$5.19K - $5.31K
|
2.29K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$3.32K - $3.39K
|
71
$3.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
53New |
$2.48K - $2.53K
|
53
$2.52K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
45+ 0.57% |
$2.1K - $2.15K
|
7.88K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 2.07% |
$1.96K - $2.01K
|
2.07K
$98.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.38% |
$1.31K - $1.34K
|
7.31K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
25+ 0.53% |
$1.17K - $1.2K
|
4.77K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.01% |
$935 - $956
|
264K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.44% |
$561 - $574
|
843
$40.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-20- 0.15% |
$935 - $956
|
13K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-21- 0.04% |
$982 - $1K
|
53.8K
$2.56M
|