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 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42.3K+ 83.9% |
$1.99M - $2.02M
|
92.6K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
214KNew |
$10.1M - $10.2M
|
214K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 15.48% |
$62.5K - $63.6K
|
9.92K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
471K+ 39.65% |
$22.1M - $22.5M
|
1.66M
$78.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
29K+ 52.78% |
$1.36M - $1.39M
|
84K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 1.64% |
$5.17K - $5.26K
|
6.61K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
64.3K+ 76.13% |
$3.02M - $3.08M
|
149K
$7.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
217KNew |
$10.2M - $10.4M
|
217K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
264+ 0.41% |
$12.4K - $12.6K
|
64.7K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.29K+ 29.01% |
$202K - $205K
|
19.1K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-475- 8.12% |
$22.3K - $22.7K
|
5.38K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.09K+ 12.21% |
$51.2K - $52.1K
|
10K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
18.7K+ 13.59% |
$879K - $895K
|
156K
$7.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-29.6K- 2.17% |
$1.39M - $1.41M
|
1.33M
$62.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.69K- 2.86% |
$126K - $128K
|
91.4K
$4.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
68.2K+ 10.3% |
$3.21M - $3.26M
|
731K
$34.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.22% |
$752 - $765
|
7.28K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.24K- 2.5% |
$58.2K - $59.3K
|
48.3K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.65K+ 31.3% |
$406K - $414K
|
36.3K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
915+ 1.15% |
$43K - $43.8K
|
80.5K
$3.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
188K+ 49.77% |
$8.84M - $9M
|
566K
$26.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.16K+ 4.2% |
$54.3K - $55.3K
|
28.7K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606+ 9.79% |
$28.5K - $29K
|
6.79K
$320K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
653+ 0.45% |
$30.7K - $31.2K
|
145K
$6.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
47.1KNew |
$2.21M - $2.25M
|
47.1K
$2.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.7K+ 13.61% |
$362K - $368K
|
64.3K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.14K+ 3.19% |
$335K - $341K
|
231K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.2K+ 2.92% |
$480K - $488K
|
359K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.35K+ 3.53% |
$204K - $208K
|
128K
$6.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 6.45% |
$186K - $189K
|
57.2K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
25.4K+ 142.86% |
$1.19M - $1.21M
|
43.1K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-800- 2.97% |
$37.6K - $38.3K
|
26.1K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
308+ 5.5% |
$14.5K - $14.7K
|
5.91K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.8K- 10.56% |
$507K - $516K
|
91.3K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.86K+ 4.86% |
$87.5K - $89K
|
40.1K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 9.64% |
$50.6K - $51.5K
|
10.1K
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.4K+ 23.34% |
$1.34M - $1.36M
|
150K
$7.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.48K- 1.15% |
$69.4K - $70.6K
|
127K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-890- 10.28% |
$41.8K - $42.6K
|
7.76K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-11.1K- 6.66% |
$522K - $532K
|
156K
$7.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.81K+ 13.13% |
$179K - $182K
|
32.9K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.7K+ 126.31% |
$642K - $653K
|
24.5K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.54K- 12.32% |
$72.5K - $73.8K
|
11K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 21.02% |
$163K - $166K
|
20K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.2K+ 22.07% |
$1.56M - $1.59M
|
184K
$8.64M
|
|
|
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
$171K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
507+ 12.37% |
$23.8K - $24.3K
|
4.61K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 8.98% |
$572K - $583K
|
123K
$5.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15K+ 59.65% |
$706K - $718K
|
40.2K
$1.89M
|