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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.63K+ 18.84% |
$218K - $221K
|
29.2K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 35.43% |
$116K - $118K
|
9.47K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.07K- 32.38% |
$97.1K - $98.8K
|
4.32K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$542K - $551K
|
11.5K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 16.49% |
$90.1K - $91.8K
|
13.5K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-730- 3.98% |
$34.3K - $34.9K
|
17.6K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 28.98% |
$706K - $718K
|
66.8K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
63+ 0.52% |
$2.96K - $3.01K
|
12.2K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$423 - $431
|
9
$424
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40.1K+ 2.03% |
$1.88M - $1.92M
|
2.01M
$94.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
202K+ 37.89% |
$9.48M - $9.65M
|
734K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.09K- 0.69% |
$51.4K - $52.3K
|
156K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
605+ 4.3% |
$28.4K - $28.9K
|
14.7K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.79KNew |
$319K - $325K
|
6.79K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-921- 16.25% |
$43.3K - $44.1K
|
4.75K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 0.44% |
$6.63K - $6.75K
|
32.2K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.51KNew |
$212K - $216K
|
4.51K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.7KNew |
$690K - $702K
|
14.7K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
89K+ 80.57% |
$4.18M - $4.26M
|
200K
$9.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-618- 0.43% |
$29K - $29.6K
|
145K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.9K- 21.53% |
$605K - $616K
|
46.9K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$47K - $47.8K
|
1K
$47.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
787+ 1788.64% |
$37K - $37.7K
|
831
$39.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-267- 2.62% |
$12.5K - $12.8K
|
9.94K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.08KNew |
$286K - $291K
|
6.08K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
144K+ 51.43% |
$6.75M - $6.87M
|
423K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-297- 2.89% |
$14K - $14.2K
|
9.97K
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 48.9% |
$1.1M - $1.12M
|
24.5K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-59- 1.25% |
$2.77K - $2.82K
|
4.65K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-255- 1.41% |
$12K - $12.2K
|
17.8K
$840K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 9.25% |
$870K - $885K
|
218K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 9.12% |
$105K - $107K
|
26.8K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
175KNew |
$8.24M - $8.38M
|
175K
$8.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.17K+ 5.22% |
$102K - $104K
|
43.8K
$2.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.13K+ 5.84% |
$53K - $54K
|
20.5K
$963K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.6K+ 14.51% |
$1.3M - $1.32M
|
218K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.86K- 9.45% |
$87.3K - $88.8K
|
17.8K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
182K+ 26.9% |
$8.57M - $8.72M
|
860K
$40.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.06K+ 15.63% |
$426K - $433K
|
67K
$3.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
193New |
$9.07K - $9.23K
|
193
$9.09K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
382K+ 981.88% |
$18M - $18.3M
|
421K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
214K+ 9.82% |
$10.1M - $10.2M
|
2.39M
$113M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.4K+ 34.84% |
$911K - $927K
|
75K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7KNew |
$329K - $335K
|
7K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-157- 1.19% |
$7.38K - $7.51K
|
13K
$611K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-100K- 91.34% |
$4.72M - $4.8M
|
9.52K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
8.7K+ 7.09% |
$409K - $416K
|
131K
$6.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.2K+ 5.52% |
$3.25M - $3.31M
|
1.32M
$62.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.71K+ 77.58% |
$174K - $177K
|
8.49K
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.03KNew |
$95.5K - $97.2K
|
2.03K
$95.7K
|