Cetera Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Cetera Advisors LLC

$0
Q1 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$46.28 - $46.83 $15.9 Million - $16.1 Million	-344,058 Reduced 98.74%	4,394 $203,000
Q1 2023 May 15, 2023	BUY	$46.1 - $46.75 $545,962 - $553,660	11,843 Added 3.52%	348,452 $16.3 Million
Q4 2022 Feb 14, 2023	BUY	$45.19 - $46.47 $284,787 - $292,853	6,302 Added 1.91%	336,609 $15.5 Million
Q3 2022 Nov 10, 2022	BUY	$45.55 - $47.51 $113,465 - $118,347	2,491 Added 0.76%	330,307 $15.2 Million
Q2 2022 Aug 11, 2022	BUY	$46.22 - $47.82 $376,646 - $389,685	8,149 Added 2.55%	327,816 $15.4 Million
Q1 2022 May 12, 2022	BUY	$47.69 - $49.94 $15.2 Million - $16 Million	319,667 New	319,667 $15.3 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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