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 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
247K+ 74.06% |
$11.6M - $11.8M
|
579K
$27.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.8K- 1.68% |
$84.6K - $86.3K
|
105K
$5.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15.7K- 10.46% |
$741K - $755K
|
135K
$6.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11.7K+ 3.23% |
$549K - $560K
|
373K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.32KNew |
$251K - $256K
|
5.32K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-463K- 88.13% |
$21.8M - $22.2M
|
62.3K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
565KNew |
$26.6M - $27.1M
|
565K
$27.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3K- 14.37% |
$141K - $144K
|
17.9K
$856K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 25.08% |
$666K - $679K
|
42.3K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.66K+ 38.61% |
$172K - $176K
|
13.1K
$630K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
15.1K+ 3.38% |
$711K - $725K
|
463K
$22.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
23.4K+ 7.05% |
$1.1M - $1.12M
|
355K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-748- 11.21% |
$35.2K - $35.9K
|
5.92K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-18.9K- 46.69% |
$892K - $909K
|
21.6K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.37K- 4.22% |
$112K - $114K
|
53.7K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.1KNew |
$1.23M - $1.25M
|
26.1K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7- 0.01% |
$330 - $336
|
53.8K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.35K+ 36.41% |
$205K - $209K
|
16.3K
$781K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
248K+ 54.56% |
$11.7M - $11.9M
|
701K
$33.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
145+ 6.05% |
$6.83K - $6.96K
|
2.54K
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
48.8K+ 45.79% |
$2.3M - $2.34M
|
155K
$7.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
745+ 2.96% |
$35.1K - $35.8K
|
25.9K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
11.1K+ 8.18% |
$520K - $531K
|
146K
$7.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119KNew |
$5.59M - $5.7M
|
119K
$5.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.21K+ 6.02% |
$434K - $442K
|
162K
$7.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
129K+ 82.97% |
$6.1M - $6.22M
|
286K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.62K- 3.25% |
$76.2K - $77.7K
|
48.1K
$2.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
53.2K+ 4.47% |
$2.5M - $2.55M
|
1.24M
$59.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 1.93% |
$189K - $193K
|
212K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.11K- 3.31% |
$52.1K - $53.1K
|
32.3K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
384+ 29.47% |
$18.1K - $18.4K
|
1.69K
$80.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19K+ 4.96% |
$103K - $105K
|
46.3K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
114+ 2.21% |
$5.37K - $5.47K
|
5.28K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7K+ 4.2% |
$330K - $336K
|
174K
$8.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.82KNew |
$274K - $279K
|
5.82K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-142- 1.15% |
$6.69K - $6.82K
|
12.2K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.23K+ 68.68% |
$152K - $155K
|
7.93K
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-5.13K- 5.39% |
$242K - $246K
|
90.1K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.78K+ 0.68% |
$366K - $373K
|
1.16M
$55.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.4K+ 5.69% |
$113K - $115K
|
44.5K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.98K+ 3.76% |
$423K - $431K
|
248K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-293- 0.34% |
$13.8K - $14.1K
|
85.7K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.2K+ 36.39% |
$104K - $106K
|
8.25K
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
205+ 1.4% |
$9.65K - $9.84K
|
14.9K
$713K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.83K- 5.0% |
$416K - $424K
|
168K
$8.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3K- 3.99% |
$141K - $144K
|
72.1K
$3.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
702K+ 26.06% |
$33.1M - $33.7M
|
3.4M
$163M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.71K- 4.47% |
$363K - $370K
|
165K
$7.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
930New |
$43.8K - $44.6K
|
930
$44.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.17K+ 3.88% |
$290K - $296K
|
165K
$7.91M
|