Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
320KNew |
$15.2M - $16M
|
320K
$15.1M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
313KNew |
$14.9M - $15.6M
|
313K
$14.8M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
300K+ 211.48% |
$14.3M - $15M
|
441K
$20.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
171K+ 192.94% |
$8.14M - $8.52M
|
259K
$12.2M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
102KNew |
$4.85M - $5.08M
|
102K
$4.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
84.9K+ 199.07% |
$4.05M - $4.24M
|
128K
$6.02M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.8K+ 67.39% |
$3.23M - $3.39M
|
168K
$7.96M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26K+ 200.08% |
$1.24M - $1.3M
|
38.9K
$1.84M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
24.9KNew |
$1.19M - $1.24M
|
24.9K
$1.17M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23.7KNew |
$1.13M - $1.18M
|
23.7K
$1.12M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.3K+ 5.08% |
$1.11M - $1.16M
|
482K
$22.8M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
20.4KNew |
$972K - $1.02M
|
20.4K
$962K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 100.11% |
$876K - $918K
|
36.7K
$1.73M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
11.5K+ 89.62% |
$549K - $575K
|
24.3K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.33K+ 203.51% |
$445K - $466K
|
13.9K
$657K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.22KNew |
$440K - $460K
|
9.22K
$435K
|
|
|
May 02, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
7.11KNew |
$339K - $355K
|
7.11K
$336K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.3KNew |
$205K - $215K
|
4.3K
$203K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.8K+ 29.24% |
$133K - $140K
|
12.4K
$584K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.18K+ 14.76% |
$104K - $109K
|
17K
$801K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.3KNew |
$61.8K - $64.7K
|
1.3K
$61.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.07KNew |
$51.2K - $53.6K
|
1.07K
$50.7K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$23.8K - $25K
|
500
$23.6K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.4% |
$95.4 - $99.9
|
502
$23.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-253Closed |
$12.1K - $12.6K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-833- 6.63% |
$39.7K - $41.6K
|
11.7K
$554K
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.27K- 9.22% |
$60.5K - $63.3K
|
12.5K
$590K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.82K- 2.97% |
$86.6K - $90.6K
|
59.3K
$2.8M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.95KClosed |
$236K - $247K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.51KClosed |
$263K - $275K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
SELL
|
- |
-5.66KClosed |
$270K - $283K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.84KClosed |
$279K - $292K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-6.6K- 7.37% |
$315K - $330K
|
82.9K
$3.92M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-53.9K- 65.26% |
$2.57M - $2.69M
|
28.7K
$1.35M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-66.5KClosed |
$3.17M - $3.32M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-94.7KClosed |
$4.52M - $4.73M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-111KClosed |
$5.28M - $5.53M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-200KClosed |
$9.54M - $9.99M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-962K- 10.64% |
$45.9M - $48M
|
8.08M
$381M
|