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 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
41.5K+ 20.32% |
$1.96M - $1.99M
|
246K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-968- 2.2% |
$45.6K - $46.5K
|
43.1K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.94K+ 84.88% |
$233K - $237K
|
10.8K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-456- 2.98% |
$21.5K - $21.9K
|
14.9K
$713K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
86.5K+ 21.97% |
$4.07M - $4.15M
|
480K
$23M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.2K+ 16.84% |
$245K - $250K
|
36.1K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-400- 6.11% |
$18.8K - $19.2K
|
6.15K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.5K+ 6.41% |
$1.06M - $1.08M
|
374K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
16.4K+ 51.92% |
$771K - $786K
|
47.9K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.53K- 15.23% |
$71.8K - $73.2K
|
8.49K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 18.06% |
$113K - $115K
|
15.7K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.04K+ 10.92% |
$143K - $146K
|
30.9K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.82K+ 3.94% |
$321K - $327K
|
180K
$8.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-509- 2.77% |
$24K - $24.4K
|
17.9K
$858K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-105K- 90.07% |
$4.93M - $5.03M
|
11.5K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.13K+ 7.86% |
$195K - $198K
|
56.7K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
13.4K+ 9.32% |
$633K - $645K
|
158K
$7.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
640+ 0.35% |
$30.1K - $30.7K
|
186K
$8.91M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12.3K+ 3.53% |
$579K - $590K
|
361K
$17.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
579+ 13.54% |
$27.3K - $27.8K
|
4.86K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.62K- 4.04% |
$76.4K - $77.9K
|
38.5K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 0.66% |
$1.32K - $1.34K
|
4.26K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
13+ 0.18% |
$612 - $624
|
7.33K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-7.91K- 2.27% |
$373K - $380K
|
341K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.5K+ 32.77% |
$1.25M - $1.27M
|
107K
$5.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.13K+ 36.15% |
$241K - $246K
|
19.3K
$926K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.1K+ 2.31% |
$146K - $149K
|
137K
$6.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.99K+ 6.45% |
$141K - $143K
|
49.3K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
94.6K+ 258.84% |
$4.46M - $4.54M
|
131K
$6.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.5K+ 6.35% |
$826K - $842K
|
294K
$14.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.42K- 1.52% |
$208K - $212K
|
286K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9KNew |
$424K - $432K
|
9K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-694- 4.92% |
$32.7K - $33.3K
|
13.4K
$643K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 7.04% |
$481K - $491K
|
155K
$7.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
744KNew |
$35.1M - $35.7M
|
744K
$35.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.47K+ 2.91% |
$352K - $359K
|
264K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-283- 9.44% |
$13.3K - $13.6K
|
2.71K
$130K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.47K+ 4.15% |
$257K - $262K
|
137K
$6.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
69+ 0.88% |
$3.25K - $3.31K
|
7.9K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.53K+ 1.79% |
$119K - $122K
|
144K
$6.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-2.5K- 9.13% |
$118K - $120K
|
24.9K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.76K+ 15.99% |
$318K - $324K
|
49K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30K+ 8.59% |
$1.41M - $1.44M
|
379K
$18.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-703- 7.43% |
$33.1K - $33.8K
|
8.75K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.3K+ 27.86% |
$577K - $588K
|
56.3K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-103- 66.03% |
$4.85K - $4.95K
|
53
$2.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.98K+ 5.08% |
$235K - $239K
|
103K
$4.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
36.3K+ 13.37% |
$1.71M - $1.74M
|
308K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-53.4K- 2.73% |
$2.51M - $2.56M
|
1.9M
$91.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
84.2K+ 63.25% |
$3.97M - $4.04M
|
217K
$10.4M
|