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 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.85M - $2.88M
|
61.2K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.3% |
$8.21K - $8.3K
|
58.9K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-704K- 62.59% |
$32.8M - $33.2M
|
421K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43+ 0.08% |
$2.01K - $2.03K
|
54.8K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.36K- 12.65% |
$203K - $205K
|
30.1K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24KNew |
$1.12M - $1.13M
|
24K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 4.25% |
$87.8K - $88.8K
|
46.2K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.78K- 55.21% |
$409K - $414K
|
7.12K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
31.2K+ 19.45% |
$1.45M - $1.47M
|
192K
$9.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-47.7K- 12.41% |
$2.22M - $2.25M
|
337K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.32KNew |
$248K - $251K
|
5.32K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
7.71K+ 31.88% |
$360K - $364K
|
31.9K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-55K- 82.29% |
$2.56M - $2.59M
|
11.8K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-176- 2.68% |
$8.21K - $8.3K
|
6.38K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.23K+ 62.66% |
$151K - $152K
|
8.38K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
144+ 0.13% |
$6.72K - $6.79K
|
113K
$5.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.4KNew |
$1.09M - $1.1M
|
23.4K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15K- 45.95% |
$700K - $708K
|
17.7K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
239New |
$11.1K - $11.3K
|
239
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
168K+ 315.55% |
$7.84M - $7.93M
|
221K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.62K+ 27.42% |
$122K - $124K
|
12.2K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
157K+ 1133.2% |
$7.33M - $7.42M
|
171K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8K+ 39.04% |
$410K - $415K
|
31.3K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.4K+ 55.28% |
$4.22M - $4.26M
|
254K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.82% |
$11.5K - $11.6K
|
30.4K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
285New |
$13.3K - $13.4K
|
285
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.36K- 0.93% |
$63.5K - $64.2K
|
145K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 12.31% |
$54.2K - $54.8K
|
10.6K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-864- 3.39% |
$40.3K - $40.7K
|
24.6K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.1K+ 385.46% |
$1.92M - $1.94M
|
51.8K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3K+ 29.9% |
$571K - $578K
|
53.2K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-166- 3.41% |
$7.74K - $7.83K
|
4.7K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
160+ 0.52% |
$7.46K - $7.54K
|
30.8K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 0.98% |
$722K - $730K
|
1.59M
$75.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
53.4KNew |
$2.49M - $2.52M
|
53.4K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
150+ 2.19% |
$7K - $7.07K
|
6.99K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10.3KNew |
$479K - $484K
|
10.3K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2KNew |
$476K - $481K
|
10.2K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.61K+ 2.35% |
$169K - $170K
|
157K
$7.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
33.5K+ 127.66% |
$1.56M - $1.58M
|
59.8K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
231K+ 101.7% |
$10.8M - $10.9M
|
457K
$21.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 4300.0% |
$2.01K - $2.03K
|
44
$2.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.16K+ 5.94% |
$54K - $54.6K
|
20.6K
$977K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
532KNew |
$24.8M - $25.1M
|
532K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
501K+ 31.79% |
$23.4M - $23.6M
|
2.08M
$98.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9K+ 128.56% |
$1.26M - $1.27M
|
47.9K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.34K- 0.59% |
$62.5K - $63.2K
|
227K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
18.9K+ 18.27% |
$879K - $889K
|
122K
$5.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.27K+ 10.43% |
$59K - $59.7K
|
13.4K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.5K- 34.04% |
$1M - $1.01M
|
41.7K
$1.97M
|