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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.17K+ 13.89% |
$54.7K - $55.9K
|
9.6K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.15K+ 8.53% |
$53.7K - $54.9K
|
14.6K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
932+ 4.89% |
$43.6K - $44.5K
|
20K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
896+ 3.13% |
$41.9K - $42.8K
|
29.6K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
860New |
$40.2K - $41.1K
|
860
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.07% |
$38.6K - $39.4K
|
27.7K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
732+ 4.99% |
$34.2K - $35K
|
15.4K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.1K - $34.8K
|
729
$34.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
721+ 15.65% |
$33.7K - $34.5K
|
5.33K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
703+ 11.56% |
$32.9K - $33.6K
|
6.79K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
640+ 64.0% |
$29.9K - $30.6K
|
1.64K
$77.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
618+ 8.38% |
$28.9K - $29.5K
|
7.99K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
558+ 3.14% |
$26.1K - $26.7K
|
18.4K
$867K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
552New |
$25.8K - $26.4K
|
552
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
522New |
$24.4K - $25K
|
522
$24.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
502+ 3.86% |
$23.5K - $24K
|
13.5K
$638K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
496+ 1.55% |
$23.2K - $23.7K
|
32.5K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
409+ 31.44% |
$19.1K - $19.6K
|
1.71K
$80.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
388+ 30.74% |
$18.1K - $18.5K
|
1.65K
$77.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
294+ 2.96% |
$13.7K - $14.1K
|
10.2K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
260New |
$12.2K - $12.4K
|
260
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
232+ 0.76% |
$10.8K - $11.1K
|
30.6K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$9.82K - $10K
|
210
$9.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
190New |
$8.88K - $9.08K
|
190
$8.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$8.56K - $8.75K
|
183
$8.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 77.31% |
$7.81K - $7.98K
|
383
$18.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
164+ 3.88% |
$7.67K - $7.84K
|
4.39K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
135New |
$6.31K - $6.45K
|
135
$6.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
126New |
$5.89K - $6.02K
|
126
$5.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
115+ 1.95% |
$5.38K - $5.5K
|
6.02K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 5.1% |
$5.19K - $5.31K
|
2.29K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$3.32K - $3.39K
|
71
$3.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
53New |
$2.48K - $2.53K
|
53
$2.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
45+ 0.57% |
$2.1K - $2.15K
|
7.88K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 2.07% |
$1.96K - $2.01K
|
2.07K
$97.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.38% |
$1.31K - $1.34K
|
7.31K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
25+ 0.53% |
$1.17K - $1.2K
|
4.77K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.01% |
$935 - $956
|
264K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.44% |
$561 - $574
|
843
$39.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-20- 0.15% |
$935 - $956
|
13K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-21- 0.04% |
$982 - $1K
|
53.8K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-64- 0.48% |
$2.99K - $3.06K
|
13.4K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 9.67% |
$3.46K - $3.54K
|
691
$32.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-76- 12.08% |
$3.55K - $3.63K
|
553
$26.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92- 0.06% |
$4.3K - $4.4K
|
160K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-156- 0.45% |
$7.29K - $7.46K
|
34.8K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-206- 1.01% |
$9.63K - $9.85K
|
20.2K
$956K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-284- 1.59% |
$13.3K - $13.6K
|
17.5K
$829K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-295- 0.2% |
$13.8K - $14.1K
|
144K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-342- 8.15% |
$16K - $16.3K
|
3.85K
$182K
|