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

Great Point Wealth Advisors, LLC

$459 Million
Q3 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

258

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Planning Center, Inc.

2.01M
Shares

$95.3 Million
16.23% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.