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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.6K+ 5.9% |
$1.25M - $1.27M
|
478K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-341K- 82.54% |
$15.9M - $16.3M
|
72K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
65.2K+ 138.59% |
$3.05M - $3.12M
|
112K
$5.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39K+ 128.25% |
$1.82M - $1.86M
|
69.4K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 13.49% |
$136K - $139K
|
24.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
618+ 8.38% |
$28.9K - $29.5K
|
7.99K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.08K+ 2.2% |
$238K - $243K
|
236K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22.5K+ 6.86% |
$1.05M - $1.08M
|
351K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.48K+ 1.59% |
$116K - $119K
|
159K
$7.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.89K+ 40.49% |
$135K - $138K
|
10K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.7KNew |
$687K - $703K
|
14.7K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 7.11% |
$143K - $147K
|
46.2K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
11.3KNew |
$528K - $539K
|
11.3K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 92.03% |
$156K - $160K
|
290
$13.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
14.4K+ 211.42% |
$673K - $688K
|
21.2K
$997K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
34.6K+ 3.13% |
$1.62M - $1.65M
|
1.14M
$53.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-20- 0.15% |
$935 - $956
|
13K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
26.1K+ 9.81% |
$1.22M - $1.25M
|
292K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
88.3KNew |
$4.13M - $4.22M
|
88.3K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.31K- 2.53% |
$108K - $111K
|
89K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.36K+ 2.3% |
$344K - $352K
|
328K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.17K+ 9.35% |
$148K - $151K
|
37K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-295- 0.2% |
$13.8K - $14.1K
|
144K
$6.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
45+ 0.57% |
$2.1K - $2.15K
|
7.88K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
133K+ 12.17% |
$6.2M - $6.34M
|
1.22M
$57.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34.3K+ 12.47% |
$1.6M - $1.64M
|
309K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-712- 7.18% |
$33.3K - $34K
|
9.21K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
82.2K+ 22.5% |
$3.84M - $3.93M
|
448K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.51KNew |
$211K - $216K
|
4.51K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-119K- 21.69% |
$5.55M - $5.68M
|
429K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.34K- 23.74% |
$62.8K - $64.2K
|
4.32K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.07K+ 15.42% |
$237K - $242K
|
37.9K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-24.3K- 16.21% |
$1.14M - $1.16M
|
126K
$5.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.52K+ 2.22% |
$445K - $455K
|
439K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
609K+ 57.34% |
$28.5M - $29.1M
|
1.67M
$78.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.13K+ 2.99% |
$99.7K - $102K
|
73.4K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
164+ 3.88% |
$7.67K - $7.84K
|
4.39K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
115+ 1.95% |
$5.38K - $5.5K
|
6.02K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24.2K+ 20.63% |
$1.13M - $1.16M
|
141K
$6.65M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
62.3K+ 130.94% |
$2.91M - $2.98M
|
110K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
502+ 3.86% |
$23.5K - $24K
|
13.5K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
409+ 31.44% |
$19.1K - $19.6K
|
1.71K
$80.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.76K+ 4.7% |
$176K - $180K
|
83.7K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
64.5K+ 55.44% |
$3.01M - $3.08M
|
181K
$8.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92- 0.06% |
$4.3K - $4.4K
|
160K
$7.52M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.88K+ 3.85% |
$322K - $329K
|
186K
$8.73M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 48.9% |
$1.1M - $1.12M
|
24.5K
$1.15M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.74K- 9.98% |
$81.7K - $83.1K
|
15.7K
$737K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
117K+ 4.95% |
$5.51M - $5.61M
|
2.49M
$117M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.45K+ 29.03% |
$209K - $213K
|
19.8K
$929K
|
|