Investment Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History

Investment Advisory Group, LLC

$282 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 16, 2023	SELL	$46.24 - $46.65 $41,246 - $41,611	-892 Reduced 14.68%	5,183 $240,000
Q4 2022 Jan 19, 2023	BUY	$45.19 - $46.47 $274,529 - $282,305	6,075 New	6,075 $0

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

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

$98.2 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$95.1 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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