Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.9K+ 38.32% |
$1.05M - $1.08M
|
82.5K
$3.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.8K+ 108.22% |
$1.05M - $1.08M
|
44K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.5K+ 281.33% |
$993K - $1.01M
|
29.2K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20.9KNew |
$964K - $983K
|
20.9K
$980K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
20.5K+ 7.42% |
$946K - $965K
|
297K
$13.9M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
19.2K+ 187.71% |
$887K - $905K
|
29.5K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
18.9K+ 7.39% |
$873K - $890K
|
275K
$12.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18.5K+ 11.51% |
$853K - $870K
|
179K
$8.4M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
18.2K+ 26.82% |
$839K - $856K
|
86K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.9K+ 24.8% |
$735K - $750K
|
80.1K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 44.92% |
$728K - $743K
|
50.9K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
15.1K+ 24.21% |
$697K - $712K
|
77.5K
$3.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
14.9K+ 15.74% |
$689K - $702K
|
110K
$5.15M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
14.8KNew |
$682K - $696K
|
14.8K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 37.58% |
$660K - $674K
|
52.4K
$2.46M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
14.3KNew |
$658K - $671K
|
14.3K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
12.3KNew |
$568K - $580K
|
12.3K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.9KNew |
$548K - $559K
|
11.9K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 31.78% |
$534K - $545K
|
48K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5KNew |
$532K - $542K
|
11.5K
$540K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 8.97% |
$523K - $534K
|
138K
$6.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
11.2K+ 20.55% |
$518K - $529K
|
65.9K
$3.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11KNew |
$507K - $517K
|
11K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.7K+ 25.03% |
$492K - $502K
|
53.2K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.6KNew |
$490K - $500K
|
10.6K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
10.6KNew |
$488K - $498K
|
10.6K
$496K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
10.4KNew |
$481K - $491K
|
10.4K
$489K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.7K+ 41.46% |
$448K - $457K
|
33.1K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
9.18K+ 30.54% |
$424K - $432K
|
39.2K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
8.87K+ 97.09% |
$410K - $418K
|
18K
$845K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.85K+ 55.16% |
$409K - $417K
|
24.9K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.83K+ 74.66% |
$408K - $416K
|
20.7K
$969K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.64K+ 19.86% |
$399K - $407K
|
52.1K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
8.63KNew |
$398K - $406K
|
8.63K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.5K+ 85.5% |
$392K - $400K
|
18.4K
$865K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
8.24KNew |
$380K - $388K
|
8.24K
$387K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.83KNew |
$361K - $369K
|
7.83K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.48KNew |
$345K - $352K
|
7.48K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.12K+ 5.22% |
$329K - $335K
|
143K
$6.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.93KNew |
$320K - $326K
|
6.93K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
6.93KNew |
$320K - $326K
|
6.93K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
6.85K+ 8.72% |
$316K - $323K
|
85.5K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.62KNew |
$306K - $312K
|
6.62K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.77KNew |
$266K - $272K
|
5.77K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.74K+ 16.08% |
$265K - $270K
|
41.4K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.74K+ 3.24% |
$265K - $270K
|
183K
$8.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.7KNew |
$263K - $268K
|
5.7K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.7K+ 10.91% |
$263K - $268K
|
57.9K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.23K+ 4.97% |
$241K - $246K
|
110K
$5.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.07K+ 85.28% |
$234K - $239K
|
11K
$517K
|