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 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
135New |
$6.3K - $6.37K
|
135
$6.44K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$61.2K - $61.9K
|
1.31K
$62.6K
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.88K+ 16.53% |
$181K - $183K
|
27.4K
$1.3M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.1K+ 52.39% |
$1.36M - $1.37M
|
84.5K
$4.03M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
283K+ 31.31% |
$13.2M - $13.3M
|
1.19M
$56.6M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
720+ 1.18% |
$33.6K - $33.9K
|
61.9K
$2.95M
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-366- 4.8% |
$17.1K - $17.3K
|
7.26K
$346K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
82KNew |
$3.82M - $3.87M
|
82K
$3.91M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
408K+ 23.09% |
$19.1M - $19.3M
|
2.18M
$104M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.9KNew |
$648K - $656K
|
13.9K
$663K
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.39K+ 6.29% |
$64.9K - $65.6K
|
23.5K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
119K+ 45.94% |
$5.55M - $5.61M
|
378K
$18M
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.2K+ 66.26% |
$1.03M - $1.05M
|
55.6K
$2.65M
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.47K+ 1.22% |
$68.7K - $69.5K
|
122K
$5.81M
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-747- 1.04% |
$34.8K - $35.2K
|
70.8K
$3.38M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
52.9K+ 91.94% |
$2.47M - $2.5M
|
111K
$5.27M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64.8K+ 41.68% |
$3.02M - $3.05M
|
220K
$10.5M
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.1K+ 16.66% |
$1.27M - $1.28M
|
190K
$9.07M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.85KNew |
$273K - $276K
|
5.85K
$279K
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13K+ 89.47% |
$608K - $615K
|
27.6K
$1.32M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.1K+ 13.7% |
$845K - $854K
|
150K
$7.17M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 1.57% |
$624K - $631K
|
864K
$41.2M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73+ 13.27% |
$3.4K - $3.44K
|
623
$29.7K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-167- 2.24% |
$7.79K - $7.87K
|
7.28K
$347K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.66K+ 4.16% |
$311K - $314K
|
167K
$7.96M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 23.09% |
$1.08M - $1.09M
|
123K
$5.88M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 44.13% |
$874K - $883K
|
61.2K
$2.92M
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.58K+ 3.72% |
$120K - $122K
|
72K
$3.44M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.29KNew |
$200K - $202K
|
4.29K
$205K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.65KNew |
$404K - $408K
|
8.65K
$413K
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.53K- 3.8% |
$118K - $119K
|
64.1K
$3.06M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 11.55% |
$474K - $480K
|
98.3K
$4.69M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
441New |
$20.6K - $20.8K
|
441
$21K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.2KNew |
$707K - $715K
|
15.2K
$723K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
16.8K+ 143.12% |
$782K - $791K
|
28.5K
$1.36M
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.4K- 5.25% |
$65.1K - $65.8K
|
25.2K
$1.2M
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
54K+ 2.78% |
$2.52M - $2.55M
|
2M
$95.4M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-105- 0.32% |
$4.9K - $4.95K
|
32.7K
$1.56M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-137K- 34.56% |
$6.41M - $6.48M
|
260K
$12.4M
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.22% |
$326 - $330
|
581
$27.7K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-159- 1.4% |
$7.42K - $7.5K
|
11.2K
$532K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
41.2K+ 8.13% |
$1.92M - $1.94M
|
548K
$26.1M
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
62.6K+ 6.16% |
$2.92M - $2.95M
|
1.08M
$51.5M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.07K+ 8.15% |
$96.7K - $97.7K
|
27.5K
$1.31M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
112K+ 20.33% |
$5.22M - $5.28M
|
662K
$31.6M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3- 0.01% |
$140 - $141
|
41.6K
$1.99M
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
34K+ 10.03% |
$1.58M - $1.6M
|
372K
$17.8M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 31.44% |
$631K - $638K
|
56.6K
$2.7M
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.4KNew |
$627K - $634K
|
13.4K
$641K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
16.1K+ 7.74% |
$750K - $758K
|
224K
$10.7M
|