A detailed history of Spinnaker Investment Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 12,963 shares of DFSD stock, worth $612,112. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,963
Previous 12,983 0.15%
Holding current value
$612,112
Previous $619,000 1.94%
% of portfolio
0.15%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$46.75 - $47.8 $935 - $956
-20 Reduced 0.15%
12,963 $607,000
Q3 2024

Nov 06, 2024

SELL
$47.0 - $47.84 $7,379 - $7,510
-157 Reduced 1.19%
12,983 $619,000
Q2 2024

Jul 24, 2024

BUY
$46.64 - $47.15 $15,018 - $15,182
322 Added 2.51%
13,140 $617,000
Q1 2024

Apr 19, 2024

BUY
$46.78 - $47.19 $23,249 - $23,453
497 Added 4.03%
12,818 $602,000
Q4 2023

Jan 22, 2024

BUY
$46.16 - $47.09 $72,286 - $73,742
1,566 Added 14.56%
12,321 $579,000
Q3 2023

Oct 31, 2023

SELL
$46.24 - $46.65 $138 - $139
-3 Reduced 0.03%
10,755 $498,000
Q2 2023

Jul 20, 2023

BUY
$46.28 - $46.83 $16,244 - $16,437
351 Added 3.37%
10,758 $498,000
Q1 2023

Apr 13, 2023

BUY
$46.1 - $46.75 $1,383 - $1,402
30 Added 0.29%
10,407 $485,000
Q4 2022

Jan 17, 2023

BUY
$45.19 - $46.47 $23,227 - $23,885
514 Added 5.21%
10,377 $0
Q3 2022

Oct 21, 2022

BUY
$45.55 - $47.51 $449,259 - $468,591
9,863 New
9,863 $467,000
Q2 2022

Jul 19, 2022

SELL
$46.22 - $47.82 $577,149 - $597,128
-12,487 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$47.69 - $49.94 $60,470 - $63,323
-1,268 Reduced 9.22%
12,487 $597,000
Q4 2021

Feb 15, 2022

BUY
$49.93 - $50.13 $686,787 - $689,538
13,755 New
13,755 $681,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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