Great Point Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Great Point Wealth Advisors, LLC

$430 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$46.16 - $47.09 $688,614 - $702,488	14,918 Added 15.74%	109,687 $5.16 Million
Q3 2023 Oct 13, 2023	BUY	$46.24 - $46.65 $214,553 - $216,456	4,640 Added 5.15%	94,769 $4.4 Million
Q2 2023 Aug 02, 2023	BUY	$46.28 - $46.83 $947,583 - $958,844	20,475 Added 29.4%	90,129 $4.18 Million
Q1 2023 May 12, 2023	BUY	$46.1 - $46.75 $234,049 - $237,349	5,077 Added 7.86%	69,654 $3.25 Million
Q4 2022 Feb 07, 2023	SELL	$45.19 - $46.47 $932,631 - $959,047	-20,638 Reduced 24.22%	64,577 $2.98 Million
Q3 2022 Nov 09, 2022	SELL	$45.55 - $47.51 $1.71 Million - $1.79 Million	-37,636 Reduced 30.64%	85,215 $3.92 Million
Q2 2022 Aug 25, 2022	BUY	$46.22 - $47.82 $5.68 Million - $5.87 Million	122,851 New	122,851 $5.76 Million

Others Institutions Holding DFSD

# of Institutions

251

Shares Held

42.7M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$113 Million
11.04% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.18M
Shares

$104 Million
1.31% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$99.1 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$95.4 Million
16.24% of portfolio
Planning Center, Inc.

1.97M
Shares

$94.1 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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