Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$489K - $494K
|
10.5K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$481K - $487K
|
10.3K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10.3KNew |
$479K - $484K
|
10.3K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2KNew |
$476K - $481K
|
10.2K
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 11.55% |
$474K - $480K
|
98.3K
$4.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
9.41K+ 2.14% |
$439K - $444K
|
449K
$21.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
9.23K+ 10.88% |
$430K - $435K
|
94K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8K+ 39.04% |
$410K - $415K
|
31.3K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.65KNew |
$404K - $408K
|
8.65K
$406K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7.95K+ 19.09% |
$371K - $375K
|
49.6K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
7.71K+ 31.88% |
$360K - $364K
|
31.9K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.66K+ 4.16% |
$311K - $314K
|
167K
$7.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.38K+ 5.48% |
$297K - $301K
|
123K
$5.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.19KNew |
$289K - $292K
|
6.19K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.13K+ 59.13% |
$286K - $289K
|
16.5K
$774K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.96K+ 104.97% |
$278K - $281K
|
11.6K
$545K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.93K+ 10.14% |
$277K - $280K
|
64.4K
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.85KNew |
$273K - $276K
|
5.85K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.67KNew |
$264K - $267K
|
5.67K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.32KNew |
$248K - $251K
|
5.32K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
4.84KNew |
$226K - $228K
|
4.84K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.76K+ 8.95% |
$222K - $224K
|
58K
$2.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.51K+ 15.54% |
$210K - $213K
|
33.5K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$207K - $209K
|
4.43K
$208K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.39K+ 21.74% |
$205K - $207K
|
24.6K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.29KNew |
$200K - $202K
|
4.29K
$201K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.15K+ 29.76% |
$193K - $196K
|
18.1K
$848K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.04K+ 20.44% |
$188K - $190K
|
23.8K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.88K+ 16.53% |
$181K - $183K
|
27.4K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 2.93% |
$181K - $183K
|
136K
$6.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.73K+ 21.81% |
$174K - $176K
|
20.8K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.61K+ 2.35% |
$169K - $170K
|
157K
$7.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.23K+ 62.66% |
$151K - $152K
|
8.38K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.69K+ 5.24% |
$126K - $127K
|
54K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.67K+ 45.08% |
$124K - $126K
|
8.59K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.62K+ 27.42% |
$122K - $124K
|
12.2K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.58K+ 3.72% |
$120K - $122K
|
72K
$3.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.56K+ 11.37% |
$119K - $121K
|
25K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.5K+ 20.36% |
$117K - $118K
|
14.8K
$694K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.22K+ 4.77% |
$103K - $105K
|
48.7K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.07K+ 8.15% |
$96.7K - $97.7K
|
27.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 4.25% |
$87.8K - $88.8K
|
46.2K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 12.14% |
$78.5K - $79.4K
|
15.5K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.65K+ 15.13% |
$76.7K - $77.6K
|
12.5K
$587K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.62K+ 14.23% |
$75.6K - $76.4K
|
13K
$610K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.59K+ 0.31% |
$74.3K - $75.1K
|
514K
$24.1M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.47K+ 1.22% |
$68.7K - $69.5K
|
122K
$5.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.39K+ 6.29% |
$64.9K - $65.6K
|
23.5K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$61.2K - $61.9K
|
1.31K
$61.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.27K+ 10.43% |
$59K - $59.7K
|
13.4K
$629K
|