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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.53KNew |
$399K - $408K
|
8.53K
$403K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.83K+ 19.4% |
$179K - $183K
|
23.6K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.81KNew |
$132K - $134K
|
2.81K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.22K+ 11.04% |
$291K - $297K
|
62.5K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.9K+ 40.96% |
$2.01M - $2.05M
|
148K
$6.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.03K+ 33.32% |
$141K - $145K
|
12.1K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.8KNew |
$365K - $373K
|
7.8K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1KNew |
$518K - $530K
|
11.1K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.12KNew |
$380K - $388K
|
8.12K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.54K+ 6.41% |
$166K - $169K
|
58.8K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 9.67% |
$3.46K - $3.54K
|
691
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.69K+ 3.77% |
$360K - $368K
|
212K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$8.56K - $8.75K
|
183
$8.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67.8K+ 30.19% |
$3.17M - $3.24M
|
292K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.46K- 11.91% |
$68.2K - $69.7K
|
10.8K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.23K- 62.7% |
$338K - $345K
|
4.3K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.38K+ 12.06% |
$158K - $161K
|
31.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78K+ 24.27% |
$3.65M - $3.73M
|
400K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.3K- 4.46% |
$670K - $685K
|
307K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.27K+ 11.31% |
$340K - $348K
|
71.6K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20.2K+ 15.36% |
$945K - $966K
|
152K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.77KNew |
$363K - $372K
|
7.77K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
232+ 0.76% |
$10.8K - $11.1K
|
30.6K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.1KNew |
$705K - $721K
|
15.1K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
522New |
$24.4K - $25K
|
522
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
175K+ 74.11% |
$8.17M - $8.35M
|
411K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
955K+ 47.2% |
$44.6M - $45.7M
|
2.98M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23K+ 6.47% |
$1.07M - $1.1M
|
379K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
135New |
$6.31K - $6.45K
|
135
$6.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-12.8K- 6.89% |
$598K - $612K
|
173K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22K+ 155.19% |
$1.03M - $1.05M
|
36.1K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
128KNew |
$5.97M - $6.1M
|
128K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
312KNew |
$14.6M - $14.9M
|
312K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
77.2KNew |
$3.61M - $3.69M
|
77.2K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.24KNew |
$198K - $203K
|
4.24K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 2.07% |
$1.96K - $2.01K
|
2.07K
$97.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3K+ 101.94% |
$140K - $143K
|
5.94K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
144K+ 557.25% |
$6.75M - $6.9M
|
170K
$8.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
168KNew |
$7.88M - $8.05M
|
168K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.4K+ 43.63% |
$579K - $592K
|
40.8K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
47K+ 11.11% |
$2.2M - $2.24M
|
470K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
79.4K+ 70.45% |
$3.71M - $3.8M
|
192K
$9.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
25+ 0.53% |
$1.17K - $1.2K
|
4.77K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-535- 3.99% |
$25K - $25.6K
|
12.9K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.87K+ 3.22% |
$368K - $376K
|
252K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
284K+ 47.55% |
$13.3M - $13.6M
|
881K
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
38.1KNew |
$1.78M - $1.82M
|
38.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-342- 8.15% |
$16K - $16.3K
|
3.85K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-124K- 31.42% |
$5.78M - $5.9M
|
270K
$12.7M
|