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 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
62.7K+ 6.35% |
$2.93M - $3M
|
1.05M
$49.6M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
62.3K+ 130.94% |
$2.91M - $2.98M
|
110K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.8K+ 3.78% |
$2.89M - $2.96M
|
1.7M
$80.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
60.4K+ 10.33% |
$2.82M - $2.89M
|
645K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
58.8K+ 18.22% |
$2.75M - $2.81M
|
381K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
55.9KNew |
$2.61M - $2.67M
|
55.9K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
53.2K+ 14.81% |
$2.49M - $2.54M
|
412K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
52.7KNew |
$2.46M - $2.52M
|
52.7K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
52.7K+ 33.69% |
$2.46M - $2.52M
|
209K
$9.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
47K+ 11.11% |
$2.2M - $2.24M
|
470K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
45.7K+ 6.23% |
$2.14M - $2.19M
|
779K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
43.4K+ 53.86% |
$2.03M - $2.07M
|
124K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43K+ 554.24% |
$2.01M - $2.06M
|
50.8K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.9K+ 40.96% |
$2.01M - $2.05M
|
148K
$6.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
42.3K+ 19.44% |
$1.98M - $2.02M
|
260K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.3K+ 73.85% |
$1.98M - $2.02M
|
99.5K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41.2K+ 20.64% |
$1.93M - $1.97M
|
241K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
39.5KNew |
$1.85M - $1.89M
|
39.5K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39K+ 128.25% |
$1.82M - $1.86M
|
69.4K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
38.1KNew |
$1.78M - $1.82M
|
38.1K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
37.7KNew |
$1.76M - $1.8M
|
37.7K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
37.3K+ 54.39% |
$1.74M - $1.78M
|
106K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
35.1K+ 1.74% |
$1.64M - $1.68M
|
2.05M
$96.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
35KNew |
$1.64M - $1.67M
|
35K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
34.6K+ 3.13% |
$1.62M - $1.65M
|
1.14M
$53.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
34.5KNew |
$1.61M - $1.65M
|
34.5K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34.3K+ 12.47% |
$1.6M - $1.64M
|
309K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.8K+ 12.13% |
$1.58M - $1.62M
|
313K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.2K+ 3.67% |
$1.55M - $1.59M
|
938K
$44.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 23.35% |
$1.5M - $1.54M
|
170K
$8.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
30.7K+ 19.6% |
$1.44M - $1.47M
|
187K
$8.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
30.7K+ 17.49% |
$1.43M - $1.47M
|
206K
$9.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.2K+ 36.25% |
$1.41M - $1.44M
|
113K
$5.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
29.2K+ 25.38% |
$1.37M - $1.4M
|
144K
$6.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
28.9K+ 105.79% |
$1.35M - $1.38M
|
56.2K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
28.1K+ 6.14% |
$1.31M - $1.34M
|
485K
$22.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.6K+ 5.9% |
$1.25M - $1.27M
|
478K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26.6K+ 380.2% |
$1.24M - $1.27M
|
33.6K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
26.3K+ 31.27% |
$1.23M - $1.26M
|
110K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
26.1K+ 9.81% |
$1.22M - $1.25M
|
292K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.8KNew |
$1.16M - $1.19M
|
24.8K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
24.2K+ 50.13% |
$1.13M - $1.16M
|
72.6K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24.2K+ 20.63% |
$1.13M - $1.16M
|
141K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23K+ 6.47% |
$1.07M - $1.1M
|
379K
$17.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
22.9K+ 17.35% |
$1.07M - $1.09M
|
155K
$7.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22.5K+ 6.86% |
$1.05M - $1.08M
|
351K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22K+ 155.19% |
$1.03M - $1.05M
|
36.1K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21.4K+ 28.59% |
$1M - $1.02M
|
96.4K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
21.2KNew |
$991K - $1.01M
|
21.2K
$1M
|