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 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.5K+ 16.68% |
$791K - $801K
|
116K
$5.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
201+ 9.73% |
$9.62K - $9.73K
|
2.27K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
213KNew |
$10.2M - $10.3M
|
213K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
38.8K+ 14.23% |
$1.86M - $1.88M
|
312K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
13+ 0.08% |
$622 - $630
|
16.3K
$785K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.58KNew |
$363K - $367K
|
7.58K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
213KNew |
$10.2M - $10.3M
|
213K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.56K+ 11.84% |
$74.4K - $75.3K
|
14.7K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
267New |
$12.8K - $12.9K
|
267
$12.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
5.76K+ 9.9% |
$275K - $279K
|
63.9K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.44K+ 85.25% |
$213K - $215K
|
9.66K
$465K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
168K+ 5.46% |
$8.02M - $8.12M
|
3.24M
$156M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-260K- 45.36% |
$12.5M - $12.6M
|
313K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15K+ 298.47% |
$718K - $727K
|
20K
$966K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
5.87K+ 29.52% |
$281K - $284K
|
25.7K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
9.91K+ 11.81% |
$474K - $480K
|
93.8K
$4.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39.1K+ 25.19% |
$1.87M - $1.89M
|
194K
$9.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.72KNew |
$417K - $422K
|
8.72K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.4K+ 20.93% |
$115K - $116K
|
13.9K
$670K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
14.5KNew |
$696K - $704K
|
14.5K
$700K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.37K- 6.52% |
$257K - $260K
|
77K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
533+ 1.46% |
$25.5K - $25.8K
|
36.9K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33.5K+ 14.15% |
$1.6M - $1.62M
|
270K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-237- 42.93% |
$11.3K - $11.5K
|
315
$15.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.97K- 11.29% |
$142K - $144K
|
23.3K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
12.3K+ 4.67% |
$590K - $597K
|
276K
$13.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 13.65% |
$103K - $104K
|
17.9K
$861K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.7K+ 21.28% |
$943K - $954K
|
112K
$5.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-667- 13.03% |
$31.9K - $32.3K
|
4.45K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.61K+ 39.65% |
$173K - $175K
|
12.7K
$612K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
180K+ 232.5% |
$8.61M - $8.71M
|
257K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.02K+ 49.12% |
$240K - $243K
|
15.2K
$734K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$984K - $996K
|
20.6K
$991K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-33.3K- 2.6% |
$1.59M - $1.61M
|
1.25M
$60.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
26.4K+ 12.05% |
$1.26M - $1.28M
|
245K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.6K+ 4.8% |
$3.91M - $3.95M
|
1.78M
$86M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.54K+ 1.2% |
$121K - $123K
|
213K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-711- 4.88% |
$34K - $34.4K
|
13.9K
$669K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24.3K+ 80.97% |
$1.16M - $1.18M
|
54.3K
$2.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
13.9K+ 5.26% |
$665K - $673K
|
278K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.6K+ 3.06% |
$603K - $610K
|
424K
$20.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.28K+ 0.24% |
$109K - $111K
|
959K
$46.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.4K+ 8.16% |
$2.36M - $2.39M
|
655K
$31.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.21K+ 3.62% |
$57.9K - $58.6K
|
34.7K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-203- 1.5% |
$9.72K - $9.83K
|
13.3K
$641K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 1.88% |
$68.1K - $68.9K
|
77.2K
$3.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 9.27% |
$93.8K - $94.9K
|
23.1K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
156+ 1.16% |
$7.47K - $7.56K
|
13.6K
$654K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30.7K+ 86.94% |
$1.47M - $1.49M
|
66.1K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
79+ 4.68% |
$3.78K - $3.83K
|
1.77K
$85.1K
|
|