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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.74K- 9.98% |
$81.7K - $83.1K
|
15.7K
$734K
|
|
|
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
$925K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
182K+ 341.52% |
$8.57M - $8.72M
|
236K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.37K- 4.44% |
$111K - $113K
|
50.9K
$2.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.1K+ 13.2% |
$287K - $292K
|
52.3K
$2.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5- 0.04% |
$235 - $239
|
13.4K
$627K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27+ 0.55% |
$1.27K - $1.29K
|
4.95K
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21.1K+ 33.88% |
$990K - $1.01M
|
83.3K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12.6K+ 6.56% |
$590K - $601K
|
204K
$9.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-115- 1.11% |
$5.41K - $5.5K
|
10.2K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.7K+ 2.68% |
$2.01M - $2.04M
|
1.64M
$76.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.15K+ 1.42% |
$148K - $151K
|
225K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.3K+ 154.64% |
$860K - $875K
|
30.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.6K+ 44.84% |
$2M - $2.04M
|
138K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.08K+ 2398.64% |
$333K - $339K
|
7.37K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
37.2K+ 16.36% |
$1.75M - $1.78M
|
264K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-10.1K- 31.79% |
$477K - $485K
|
21.8K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 4.55% |
$719K - $732K
|
321K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33K- 29.23% |
$1.55M - $1.58M
|
80K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.95K- 9.53% |
$139K - $141K
|
28K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
702+ 8.38% |
$33K - $33.6K
|
9.08K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.5K+ 42.36% |
$211K - $215K
|
15.1K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.6K+ 7.27% |
$592K - $602K
|
186K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
49.3KNew |
$2.32M - $2.36M
|
49.3K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-407K- 96.64% |
$19.1M - $19.4M
|
14.2K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
108K+ 463.4% |
$5.09M - $5.18M
|
132K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-81- 9.57% |
$3.81K - $3.88K
|
765
$35.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 4.62% |
$128K - $130K
|
61.6K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.43K+ 18.5% |
$208K - $212K
|
28.4K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 19.78% |
$813K - $828K
|
105K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.5K+ 26.59% |
$3.17M - $3.23M
|
321K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.99K- 5.72% |
$328K - $334K
|
115K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.2KNew |
$197K - $201K
|
4.2K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.77K+ 7.17% |
$177K - $180K
|
56.3K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.57M+ 342.4% |
$73.6M - $74.9M
|
2.02M
$94.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.12K+ 1092.98% |
$146K - $149K
|
3.4K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
180K+ 84.16% |
$8.45M - $8.6M
|
393K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 43.17% |
$636K - $647K
|
44.9K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
51.3K+ 83.67% |
$2.41M - $2.46M
|
113K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
22.2K+ 6.65% |
$1.04M - $1.06M
|
356K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
437+ 0.8% |
$20.5K - $20.9K
|
55.3K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.44K- 3.81% |
$115K - $117K
|
61.6K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.95K- 9.45% |
$91.7K - $93.3K
|
18.7K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.19K+ 3.85% |
$55.8K - $56.8K
|
32K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
27K+ 30.84% |
$1.27M - $1.29M
|
115K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
151K+ 88.45% |
$7.11M - $7.24M
|
323K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.1K- 12.77% |
$1.32M - $1.35M
|
192K
$9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
63+ 0.52% |
$2.96K - $3.01K
|
12.2K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 35.43% |
$116K - $118K
|
9.47K
$443K
|