Latest Institutional Transactions on Dimensional ETF Tr Short Durat (DFSD)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.02KNew |
$408K - $419K
|
9.02K
$435K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$197K - $203K
|
4.37K
$211K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.84K+ 116.72% |
$311K - $325K
|
12.7K
$612K
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3.15K- 24.08% |
$143K - $149K
|
9.92K
$478K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-4.3KClosed |
$199K - $206K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.7KNew |
$771K - $797K
|
16.7K
$805K
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-128KClosed |
$5.9M - $6.1M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-66.5KClosed |
$3.17M - $3.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-200KClosed |
$9.54M - $9.99M
|
0
$0
|
|