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 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-368- 0.92% |
$17.2K - $17.6K
|
39.8K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-508- 0.76% |
$23.7K - $24.3K
|
66.3K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-535- 3.99% |
$25K - $25.6K
|
12.9K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-566- 5.95% |
$26.5K - $27.1K
|
8.95K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-616- 12.43% |
$28.8K - $29.4K
|
4.34K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-712- 7.18% |
$33.3K - $34K
|
9.21K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-722- 2.89% |
$33.8K - $34.5K
|
24.3K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.23K- 1.53% |
$57.5K - $58.7K
|
79.2K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.34K- 23.74% |
$62.8K - $64.2K
|
4.32K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.46K- 11.91% |
$68.2K - $69.7K
|
10.8K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.48K- 17.44% |
$69.2K - $70.8K
|
7.01K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.58K- 26.03% |
$74K - $75.7K
|
4.5K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.79K- 52.71% |
$83.8K - $85.7K
|
1.61K
$75.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.99K- 1.28% |
$93.1K - $95.2K
|
154K
$7.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.31K- 2.53% |
$108K - $111K
|
89K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.45K- 5.28% |
$114K - $117K
|
43.9K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-2.51K- 8.01% |
$117K - $120K
|
28.8K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.89K- 6.24% |
$135K - $138K
|
43.4K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 4.96% |
$150K - $153K
|
61.5K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-3.25K- 6.59% |
$152K - $155K
|
46.1K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 92.03% |
$156K - $160K
|
290
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.44K- 18.15% |
$208K - $212K
|
20K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.87K- 95.36% |
$228K - $233K
|
237
$11.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.16K- 8.37% |
$241K - $247K
|
56.5K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.23K- 62.7% |
$338K - $345K
|
4.3K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-12.8K- 6.89% |
$598K - $612K
|
173K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.3K- 4.46% |
$670K - $685K
|
307K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.2K- 68.45% |
$709K - $725K
|
6.99K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-17.2K- 1.29% |
$806K - $824K
|
1.32M
$62.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-24.3K- 16.21% |
$1.14M - $1.16M
|
126K
$5.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.9K- 85.29% |
$1.3M - $1.33M
|
4.81K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-45.2K- 20.82% |
$2.11M - $2.16M
|
172K
$8.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-47.2K- 24.55% |
$2.21M - $2.25M
|
145K
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-49K- 2.45% |
$2.29M - $2.34M
|
1.95M
$92.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-79.3K- 30.32% |
$3.71M - $3.79M
|
182K
$8.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-119K- 21.69% |
$5.55M - $5.68M
|
429K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-124K- 31.42% |
$5.78M - $5.9M
|
270K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-206K- 94.95% |
$9.65M - $9.86M
|
11K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-341K- 82.54% |
$15.9M - $16.3M
|
72K
$3.4M
|