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 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.5K+ 32.77% |
$1.25M - $1.27M
|
107K
$5.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-7.91K- 2.27% |
$373K - $380K
|
341K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
13+ 0.18% |
$612 - $624
|
7.33K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 0.66% |
$1.32K - $1.34K
|
4.26K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.13K+ 36.15% |
$241K - $246K
|
19.3K
$925K
|
|
|
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
|
Truist Financial Corp
|
BUY
|
- |
3.1K+ 2.31% |
$146K - $149K
|
137K
$6.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.99K+ 6.45% |
$141K - $143K
|
49.3K
$2.36M
|
|
|
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
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 7.04% |
$481K - $491K
|
155K
$7.45M
|
|
|
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 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30K+ 8.59% |
$1.41M - $1.44M
|
379K
$18.2M
|
|
|
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
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.76K+ 15.99% |
$318K - $324K
|
49K
$2.35M
|
|
|
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
|
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
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.47K+ 4.15% |
$257K - $262K
|
137K
$6.58M
|
|
|
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
$91M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
84.2K+ 63.25% |
$3.97M - $4.04M
|
217K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.1K+ 46.93% |
$98.7K - $101K
|
6.56K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.19K+ 10.35% |
$197K - $201K
|
44.6K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25K- 4.32% |
$1.18M - $1.2M
|
554K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$47.1 - $48
|
1
$47.9
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 1.65% |
$161K - $164K
|
204K
$9.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.11K+ 10.0% |
$99.3K - $101K
|
23.2K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 0.9% |
$235 - $240
|
561
$26.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.72K+ 10.41% |
$222K - $227K
|
50.1K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 20.26% |
$1.01M - $1.03M
|
127K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.33K- 4.13% |
$110K - $112K
|
54.1K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.83K- 9.36% |
$227K - $232K
|
46.8K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
3.8K+ 7.21% |
$179K - $182K
|
56.4K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-6.41K- 5.12% |
$302K - $308K
|
119K
$5.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
30+ 0.61% |
$1.41K - $1.44K
|
4.96K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.14K+ 5.18% |
$148K - $151K
|
63.9K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.8K+ 34.43% |
$836K - $853K
|
69.3K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
27.6K+ 67.42% |
$1.3M - $1.33M
|
68.6K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-6.6K- 1.26% |
$311K - $317K
|
518K
$24.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.6K+ 4.69% |
$592K - $604K
|
281K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.47K+ 23.55% |
$305K - $311K
|
33.9K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.48K+ 9.16% |
$69.8K - $71.2K
|
17.7K
$847K
|