Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.81KNew |
$130K - $134K
|
2.81K
$132K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1.49KNew |
$68.9K - $71.3K
|
1.49K
$69.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39KNew |
$64.4K - $66.6K
|
1.39K
$65.4K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
502New |
$23.2K - $24K
|
502
$23.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
221+ 3.11% |
$10.2K - $10.6K
|
7.33K
$344K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
59+ 89.39% |
$2.73K - $2.82K
|
125
$5.87K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-236- 2.01% |
$10.9K - $11.3K
|
11.5K
$539K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-502Closed |
$23.2K - $24K
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-738- 3.11% |
$34.1K - $35.3K
|
23K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.02K- 11.04% |
$47.1K - $48.7K
|
8.2K
$385K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.34K- 10.86% |
$62.1K - $64.2K
|
11K
$517K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-4.3KClosed |
$199K - $206K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8.31K- 33.41% |
$384K - $397K
|
16.6K
$777K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-12.5KClosed |
$577K - $597K
|
0
$0
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-14.8K- 87.08% |
$682K - $706K
|
2.19K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-40.1K- 67.52% |
$1.85M - $1.92M
|
19.3K
$904K
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-128KClosed |
$5.9M - $6.1M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-152K- 31.53% |
$7.03M - $7.27M
|
330K
$15.5M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-259KClosed |
$12M - $12.4M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-287K- 91.77% |
$13.3M - $13.7M
|
25.8K
$1.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.06M- 99.86% |
$373M - $386M
|
11.4K
$533K
|