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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.69K+ 5.24% |
$126K - $127K
|
54K
$2.58M
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.5K+ 20.36% |
$117K - $118K
|
14.8K
$706K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
248+ 6.44% |
$11.6K - $11.7K
|
4.1K
$196K
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.2K+ 16.0% |
$710K - $717K
|
110K
$5.26M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$93.3 - $94.3
|
4.14K
$197K
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.22K+ 4.77% |
$103K - $105K
|
48.7K
$2.32M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
236K+ 29.29% |
$11M - $11.1M
|
1.04M
$49.6M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.5K- 5.21% |
$70K - $70.8K
|
27.3K
$1.3M
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
33+ 0.65% |
$1.54K - $1.56K
|
5.13K
$245K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-532- 10.16% |
$24.8K - $25.1K
|
4.7K
$224K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.56K+ 11.37% |
$119K - $121K
|
25K
$1.19M
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
10.6K+ 19.29% |
$495K - $500K
|
65.6K
$3.13M
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
15K+ 14.5% |
$699K - $707K
|
118K
$5.65M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
168K+ 62.94% |
$7.83M - $7.92M
|
435K
$20.7M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
45.1K+ 7818.89% |
$2.1M - $2.13M
|
45.7K
$2.18M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
921+ 14.34% |
$43K - $43.4K
|
7.34K
$350K
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
157K+ 19.6% |
$7.32M - $7.4M
|
957K
$45.6M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
21.3K+ 425.7% |
$993K - $1M
|
26.3K
$1.25M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-791- 9.26% |
$36.9K - $37.3K
|
7.76K
$370K
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13.5K+ 8.22% |
$632K - $639K
|
178K
$8.51M
|
|
Q1 2024 | |||||||
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-156- 41.94% |
$7.3K - $7.36K
|
216
$10.3K
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-481- 7.96% |
$22.5K - $22.7K
|
5.56K
$265K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.86KNew |
$321K - $324K
|
6.86K
$327K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-171K- 97.16% |
$8M - $8.07M
|
5K
$239K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-105- 3.44% |
$4.91K - $4.95K
|
2.94K
$140K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.33K+ 31.15% |
$109K - $110K
|
9.81K
$468K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.24K+ 30.52% |
$152K - $153K
|
13.9K
$661K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
646New |
$30.2K - $30.5K
|
646
$30.8K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11New |
$515 - $519
|
11
$525
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 3.11% |
$58.3K - $58.8K
|
41.3K
$1.97M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.6KNew |
$498K - $502K
|
10.6K
$508K
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.64K+ 17.87% |
$123K - $125K
|
17.4K
$830K
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-1.64K- 4.61% |
$76.8K - $77.5K
|
34K
$1.62M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.78K+ 10.2% |
$410K - $414K
|
94.8K
$4.52M
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2- -0.0% |
$93.6 - $94.4
|
54.8K
$2.61M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.5KNew |
$70.4K - $71K
|
1.5K
$71.7K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 99.99% |
$554K - $565K
|
1
$47.7
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11KNew |
$190K - $193K
|
4.11K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
$7.29K - $7.44K
|
158
$7.54K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131New |
$6.05K - $6.17K
|
131
$6.25K
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-20- 0.3% |
$923 - $942
|
6.72K
$320K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$49.4K - $50.4K
|
1.07K
$51.1K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.18KNew |
$100K - $102K
|
2.18K
$104K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-150- 2.2% |
$6.92K - $7.06K
|
6.67K
$318K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.7KNew |
$263K - $268K
|
5.7K
$272K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$185 - $188
|
4
$191
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.74KNew |
$219K - $223K
|
4.74K
$226K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 8.97% |
$523K - $534K
|
138K
$6.57M
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
6.93KNew |
$320K - $326K
|
6.93K
$330K
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
14.9K+ 15.74% |
$689K - $702K
|
110K
$5.23M
|