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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.8K- 10.56% |
$507K - $516K
|
91.3K
$4.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.86K+ 4.86% |
$87.5K - $89K
|
40.1K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 9.64% |
$50.6K - $51.5K
|
10.1K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.4K+ 23.34% |
$1.34M - $1.36M
|
150K
$7.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.48K- 1.15% |
$69.4K - $70.6K
|
127K
$6.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-890- 10.28% |
$41.8K - $42.6K
|
7.76K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-11.1K- 6.66% |
$522K - $532K
|
156K
$7.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.81K+ 13.13% |
$179K - $182K
|
32.9K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.7K+ 126.31% |
$642K - $653K
|
24.5K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.54K- 12.32% |
$72.5K - $73.8K
|
11K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 21.02% |
$163K - $166K
|
20K
$946K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.2K+ 22.07% |
$1.56M - $1.59M
|
184K
$8.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.75K- 10.04% |
$129K - $131K
|
24.6K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-498- 12.04% |
$23.4K - $23.8K
|
3.64K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
507+ 12.37% |
$23.8K - $24.3K
|
4.61K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 8.98% |
$572K - $583K
|
123K
$5.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15K+ 59.65% |
$706K - $718K
|
40.2K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.82K- 4.66% |
$367K - $374K
|
160K
$7.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 33.18% |
$965K - $982K
|
82.4K
$3.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-922- 1.68% |
$43.3K - $44.1K
|
53.9K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.01K+ 0.78% |
$94.5K - $96.2K
|
261K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
689+ 2.93% |
$32.4K - $33K
|
24.2K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
209New |
$9.82K - $10K
|
209
$9.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
231K+ 63.08% |
$10.9M - $11M
|
597K
$28.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.28K+ 17.88% |
$60.1K - $61.1K
|
8.43K
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 1.45% |
$184K - $188K
|
275K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
18.9KNew |
$889K - $905K
|
18.9K
$895K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
14.4K+ 4.69% |
$676K - $688K
|
321K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 6.66% |
$1.72M - $1.75M
|
585K
$27.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
780+ 6.14% |
$36.7K - $37.3K
|
13.5K
$638K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
71+ 0.97% |
$3.34K - $3.4K
|
7.42K
$351K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.14KNew |
$335K - $341K
|
7.14K
$338K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220New |
$10.3K - $10.5K
|
220
$10.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
34.3K+ 6.68% |
$1.61M - $1.64M
|
549K
$26M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.23KNew |
$199K - $202K
|
4.23K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.4K+ 19.39% |
$1.01M - $1.02M
|
132K
$6.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.8K+ 4.72% |
$1.92M - $1.95M
|
905K
$42.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-1.3K- 3.98% |
$61.1K - $62.1K
|
31.4K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-110K- 42.3% |
$5.17M - $5.27M
|
150K
$7.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
931+ 4.47% |
$43.8K - $44.5K
|
21.8K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-6.64K- 12.1% |
$312K - $318K
|
48.3K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
239K+ 4951.94% |
$11.3M - $11.5M
|
244K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
11.6K+ 48.78% |
$546K - $555K
|
35.4K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.71K- 17.88% |
$80.1K - $81.6K
|
7.83K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.15KNew |
$430K - $438K
|
9.15K
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23.8K+ 18.8% |
$1.12M - $1.14M
|
150K
$7.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
6.81KNew |
$320K - $326K
|
6.81K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22K+ 4.19% |
$1.04M - $1.05M
|
548K
$25.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.87K+ 3.1% |
$464K - $472K
|
328K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.04K+ 38.86% |
$284K - $289K
|
21.6K
$1.02M
|