Latest Institutional Sells of Dimensional ETF Tr Short Durat (DFSD)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-344K- 98.74% |
$15.9M - $16.1M
|
4.39K
$211K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-235K- 89.06% |
$10.9M - $11M
|
28.9K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 35.39% |
$121K - $122K
|
4.77K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-393- 3.56% |
$18.2K - $18.4K
|
10.6K
$510K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-108- 5.91% |
$5K - $5.06K
|
1.72K
$82.5K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11.3K- 50.0% |
$522K - $529K
|
11.3K
$543K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.75KClosed |
$265K - $269K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-112K- 72.5% |
$5.1M - $5.32M
|
42.5K
$2.04M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3.15K- 24.08% |
$143K - $149K
|
9.92K
$475K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-128KClosed |
$5.9M - $6.1M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-4.3KClosed |
$199K - $206K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-200KClosed |
$9.54M - $9.99M
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-66.5KClosed |
$3.17M - $3.32M
|
0
$0
|
|