Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.1M+ 6120.69% |
$192M - $196M
|
4.17M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
955K+ 47.2% |
$44.6M - $45.7M
|
2.98M
$141M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
710KNew |
$33.2M - $33.9M
|
710K
$33.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
651K+ 39.31% |
$30.5M - $31.1M
|
2.31M
$109M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
609K+ 57.34% |
$28.5M - $29.1M
|
1.67M
$78.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
549KNew |
$25.6M - $26.2M
|
549K
$25.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
509KNew |
$23.8M - $24.3M
|
509K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
487KNew |
$22.8M - $23.3M
|
487K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
370K+ 43.0% |
$17.3M - $17.7M
|
1.23M
$58.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
362KNew |
$16.9M - $17.3M
|
362K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
353KNew |
$16.5M - $16.8M
|
353K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
322K+ 13.45% |
$15M - $15.4M
|
2.71M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
312KNew |
$14.6M - $14.9M
|
312K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
297KNew |
$13.9M - $14.2M
|
297K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
284K+ 47.55% |
$13.3M - $13.6M
|
881K
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
281KNew |
$13.1M - $13.4M
|
281K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
263K+ 2402.16% |
$12.3M - $12.6M
|
274K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
255KNew |
$11.9M - $12.2M
|
255K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
243K+ 43.03% |
$11.4M - $11.6M
|
809K
$38.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
220KNew |
$10.3M - $10.5M
|
220K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
175K+ 74.11% |
$8.17M - $8.35M
|
411K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
168KNew |
$7.88M - $8.05M
|
168K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
144K+ 557.25% |
$6.75M - $6.9M
|
170K
$8.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
143K+ 33.89% |
$6.67M - $6.82M
|
564K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
140K+ 113.38% |
$6.54M - $6.69M
|
263K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138K+ 85.61% |
$6.44M - $6.58M
|
298K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
135K+ 90.93% |
$6.33M - $6.47M
|
284K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
135KNew |
$6.29M - $6.43M
|
135K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
133K+ 12.17% |
$6.2M - $6.34M
|
1.22M
$57.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
128KNew |
$5.97M - $6.1M
|
128K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
126K+ 17.29% |
$5.91M - $6.04M
|
857K
$40.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
117KNew |
$5.48M - $5.61M
|
117K
$5.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
114KNew |
$5.34M - $5.46M
|
114K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
106KNew |
$4.93M - $5.04M
|
106K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
102K+ 4.08% |
$4.75M - $4.86M
|
2.59M
$122M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
88.3KNew |
$4.13M - $4.22M
|
88.3K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
85.4KNew |
$3.99M - $4.08M
|
85.4K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
82.2K+ 22.5% |
$3.84M - $3.93M
|
448K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.7K+ 6.1% |
$3.77M - $3.86M
|
1.4M
$66.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
79.4K+ 70.45% |
$3.71M - $3.8M
|
192K
$9.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78K+ 24.27% |
$3.65M - $3.73M
|
400K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
77.2KNew |
$3.61M - $3.69M
|
77.2K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
76.8KNew |
$3.59M - $3.67M
|
76.8K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
75.9KNew |
$3.55M - $3.63M
|
75.9K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
71.1K+ 38.76% |
$3.33M - $3.4M
|
255K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
68.6KNew |
$3.21M - $3.28M
|
68.6K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
68KNew |
$3.18M - $3.25M
|
68K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67.8K+ 30.19% |
$3.17M - $3.24M
|
292K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
65.2K+ 138.59% |
$3.05M - $3.12M
|
112K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
64.5K+ 55.44% |
$3.01M - $3.08M
|
181K
$8.53M
|