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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-51.1K- 34.59% |
$2.41M - $2.46M
|
96.7K
$4.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-266- 86.36% |
$12.5K - $12.8K
|
42
$2.03K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.19K+ 6.66% |
$291K - $297K
|
99.1K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104+ 0.49% |
$4.9K - $4.99K
|
21.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
61.6K+ 40.57% |
$2.9M - $2.96M
|
213K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
19.9K+ 10.11% |
$938K - $956K
|
217K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125+ 0.03% |
$5.89K - $6K
|
427K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-64.7K- 79.37% |
$3.05M - $3.1M
|
16.8K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87K+ 15.42% |
$4.1M - $4.18M
|
651K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.6K+ 18.11% |
$2.71M - $2.76M
|
375K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-397- 5.62% |
$18.7K - $19.1K
|
6.67K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-21- 0.06% |
$989 - $1.01K
|
33.4K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.3K+ 97.78% |
$1.85M - $1.89M
|
79.6K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
994+ 48.61% |
$46.8K - $47.7K
|
3.04K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.02K+ 13.55% |
$378K - $385K
|
67.2K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 63.74% |
$62.3K - $63.5K
|
3.4K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 4.36% |
$624K - $637K
|
291K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344New |
$16.2K - $16.5K
|
344
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.53K- 2.99% |
$308K - $314K
|
212K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-165K- 54.08% |
$7.76M - $7.91M
|
140K
$6.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.48K+ 12.53% |
$305K - $311K
|
58.2K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
36.4KNew |
$1.71M - $1.75M
|
36.4K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 1361.48% |
$86.6K - $88.2K
|
1.97K
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.9K- 27.81% |
$653K - $665K
|
36K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.85K- 2.19% |
$87K - $88.7K
|
82.4K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.38KNew |
$206K - $210K
|
4.38K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.8K+ 15.55% |
$697K - $710K
|
110K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.6K- 44.4% |
$2.95M - $3M
|
78.3K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
225K+ 191.38% |
$10.6M - $10.8M
|
343K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54.1K- 2.05% |
$2.55M - $2.6M
|
2.58M
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 24.23% |
$4.74M - $4.83M
|
315K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-695- 6.43% |
$32.7K - $33.4K
|
10.1K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5KNew |
$967K - $985K
|
20.5K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.5KNew |
$731K - $745K
|
15.5K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.67K+ 7.13% |
$173K - $176K
|
55.1K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
856New |
$40.3K - $41.1K
|
856
$41.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-645- 1.54% |
$30.4K - $31K
|
41.1K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-32- 0.2% |
$1.51K - $1.54K
|
15.9K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.76K+ 200.07% |
$271K - $276K
|
8.63K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.74KNew |
$459K - $468K
|
9.74K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
606KNew |
$28.5M - $29.1M
|
606K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.03KNew |
$331K - $337K
|
7.03K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-890- 2.33% |
$41.9K - $42.7K
|
37.3K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.42K+ 1007.29% |
$208K - $212K
|
4.86K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-109K- 30.99% |
$5.12M - $5.22M
|
242K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15K+ 19.62% |
$705K - $719K
|
91.2K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
122K+ 364.12% |
$5.74M - $5.85M
|
155K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.47K- 1.98% |
$69.2K - $70.6K
|
72.8K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2K+ 21.03% |
$94K - $95.8K
|
11.5K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-15.5K- 69.4% |
$731K - $745K
|
6.84K
$330K
|