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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 0.25% |
$942 - $960
|
7.86K
$377K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
18.6K+ 8.05% |
$872K - $887K
|
250K
$12M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.3K+ 64.76% |
$714K - $727K
|
38.9K
$1.86M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
37.2K+ 15.3% |
$1.74M - $1.77M
|
281K
$13.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56K- 95.12% |
$2.62M - $2.66M
|
2.88K
$138K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 10.41% |
$56.7K - $57.7K
|
12.9K
$617K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
447KNew |
$20.9M - $21.2M
|
447K
$21.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
85+ 0.14% |
$3.97K - $4.04K
|
62.9K
$3.02M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
154K+ 37.46% |
$7.19M - $7.31M
|
564K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$1.12M - $1.14M
|
23.9K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44.9K+ 1.73% |
$2.1M - $2.13M
|
2.64M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
61.4K+ 7.16% |
$2.87M - $2.92M
|
918K
$44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.93K- 92.74% |
$184K - $187K
|
308
$14.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.4K+ 6.86% |
$1.28M - $1.3M
|
427K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-158K- 91.14% |
$7.37M - $7.5M
|
15.3K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.8K- 0.91% |
$131K - $133K
|
304K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07KNew |
$96.9K - $98.6K
|
2.07K
$99.4K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 8.73% |
$1.19M - $1.21M
|
318K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
60+ 1.26% |
$2.8K - $2.85K
|
4.83K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 16.87% |
$550K - $559K
|
81.5K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.08K+ 10.07% |
$144K - $146K
|
33.7K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
268K+ 181.05% |
$12.5M - $12.7M
|
415K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.9KNew |
$511K - $520K
|
10.9K
$524K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
122KNew |
$5.7M - $5.8M
|
122K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.29K- 10.67% |
$60.4K - $61.4K
|
10.8K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24.3K+ 12789.47% |
$1.14M - $1.16M
|
24.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
801+ 13.23% |
$37.4K - $38.1K
|
6.86K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
200+ 0.59% |
$9.35K - $9.51K
|
33.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 30.68% |
$98.4K - $100K
|
4.76K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.1K- 7.93% |
$474K - $482K
|
118K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 26.18% |
$499K - $508K
|
51.5K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
505K+ 16.97% |
$23.6M - $24M
|
3.48M
$167M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
134K+ 78.94% |
$6.28M - $6.39M
|
305K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.88K+ 3.25% |
$322K - $327K
|
219K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.4KNew |
$1.05M - $1.06M
|
22.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 6.64% |
$97.4K - $99.1K
|
33.5K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
53.8K+ 31.95% |
$2.52M - $2.56M
|
222K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
95+ 0.45% |
$4.44K - $4.52K
|
21K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
958+ 16.12% |
$44.8K - $45.6K
|
6.9K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430+ 4777.78% |
$20.1K - $20.4K
|
439
$21K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.91K+ 2.56% |
$230K - $234K
|
197K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
829+ 0.56% |
$38.7K - $39.4K
|
148K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55K+ 9.65% |
$213K - $216K
|
51.7K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.38M - $1.4M
|
29.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.37K- 18.03% |
$158K - $160K
|
15.3K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-378- 0.26% |
$17.7K - $18K
|
145K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35.4K- 8.25% |
$1.65M - $1.68M
|
394K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
68.6K+ 116.62% |
$3.21M - $3.26M
|
127K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.49K- 38.11% |
$163K - $166K
|
5.66K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 6.41% |
$59.6K - $60.7K
|
18.6K
$893K
|
|