New Edge Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$46.64 - $47.15 $180,963 - $182,942	3,880 Added 2.93%	136,165 $6.4 Million
Q1 2024 May 14, 2024	BUY	$46.78 - $47.19 $715,406 - $721,676	15,293 Added 13.07%	132,285 $6.22 Million
Q4 2023 Feb 13, 2024	BUY	$46.16 - $47.09 $4.69 Million - $4.79 Million	101,707 Added 665.4%	116,992 $5.5 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $200,681 - $202,461	4,340 Added 39.65%	15,285 $708,000
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.83 $18,465 - $18,685	399 Added 3.78%	10,945 $507,000
Q1 2023 May 12, 2023	BUY	$46.1 - $46.75 $208,694 - $211,637	4,527 Added 75.21%	10,546 $492,000
Q4 2022 Feb 14, 2023	BUY	$45.19 - $46.47 $271,998 - $279,702	6,019 New	6,019 $277,000

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

$97.9 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.3 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$94.8 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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