Tanager Wealth Management LLP Dimensional ETF Tr Short Durat Transaction History

Tanager Wealth Management LLP

$743 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$46.24 - $46.65 $2.53 Million - $2.55 Million	-54,699 Reduced 57.33%	40,717 $1.89 Billion
Q2 2023 Aug 03, 2023	SELL	$46.28 - $46.83 $3.44 Million - $3.48 Million	-74,409 Reduced 43.82%	95,416 $4.42 Billion
Q1 2023 Apr 18, 2023	SELL	$46.1 - $46.75 $2.14 Million - $2.17 Million	-46,524 Reduced 21.5%	169,825 $7.92 Billion
Q4 2022 Jan 27, 2023	BUY	$45.19 - $46.47 $6.01 Million - $6.18 Million	132,909 Added 159.29%	216,349 $9.97 Billion
Q4 2022 Jan 20, 2023	SELL	$45.19 - $46.47 $1.88 Million - $1.93 Million	-41,564 Reduced 33.25%	83,440 $0
Q3 2022 Oct 26, 2022	BUY	$45.55 - $47.51 $2.58 Million - $2.69 Million	56,592 Added 82.72%	125,004 $5.75 Million
Q2 2022 Aug 02, 2022	BUY	$46.22 - $47.82 $3.16 Million - $3.27 Million	68,412 New	68,412 $3.21 Million

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
Sector ETFs
Industry ETFs

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