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 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 35.39% |
$121K - $122K
|
4.77K
$224K
|
|
| Q1 2023 | |||||||
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.75KClosed |
$265K - $269K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.4KNew |
$387K - $393K
|
8.4K
$396K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.42KNew |
$112K - $113K
|
2.42K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.1K+ 21.56% |
$189K - $191K
|
23.1K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7.39KNew |
$340K - $345K
|
7.39K
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.5KNew |
$300K - $304K
|
6.5K
$306K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
1.98K+ 9.2% |
$91K - $92.3K
|
23.5K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
159+ 1.31% |
$7.33K - $7.43K
|
12.3K
$579K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
99New |
$4.56K - $4.63K
|
99
$4.66K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11.3K- 50.0% |
$522K - $529K
|
11.3K
$534K
|
|
| Q4 2022 | |||||||
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.52KNew |
$204K - $210K
|
4.52K
$213K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
913New |
$41.3K - $42.4K
|
913
$43K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.02KNew |
$408K - $419K
|
9.02K
$425K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.42KNew |
$155K - $159K
|
3.42K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$197K - $203K
|
4.37K
$206K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.84K+ 116.72% |
$311K - $325K
|
12.7K
$598K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-112K- 72.5% |
$5.1M - $5.32M
|
42.5K
$2M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3.15K- 24.08% |
$143K - $149K
|
9.92K
$467K
|
|
| 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
$786K
|
|
|
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
|
|