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, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2+ 0.01% |
$95.7 - $96.9
|
15.9K
$768K
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
2.17K+ 1.75% |
$104K - $105K
|
126K
$6.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
30.9K+ 64.53% |
$1.48M - $1.5M
|
78.8K
$3.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6.92K- 4.25% |
$331K - $335K
|
156K
$7.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 5.67% |
$5.26M - $5.32M
|
2.05M
$98.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-202- 3.7% |
$9.67K - $9.78K
|
5.26K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
493K+ 13.48% |
$23.6M - $23.9M
|
4.15M
$200M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.71K- 25.05% |
$225K - $228K
|
14.1K
$679K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.28K+ 86.53% |
$301K - $304K
|
13.5K
$653K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$209K - $211K
|
4.37K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42.6K+ 28.07% |
$2.04M - $2.06M
|
194K
$9.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.06K- 19.0% |
$242K - $245K
|
21.6K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-506- 0.37% |
$24.2K - $24.5K
|
137K
$6.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
11.9K+ 1.34% |
$572K - $579K
|
903K
$43.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 40.25% |
$72.4K - $73.3K
|
5.27K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.2K+ 521.7% |
$2.79M - $2.82M
|
69.4K
$3.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.25K+ 3.21% |
$203K - $206K
|
136K
$6.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.55K+ 18.35% |
$361K - $366K
|
48.7K
$2.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
14.7K+ 2.95% |
$703K - $711K
|
513K
$24.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-93- 0.28% |
$4.45K - $4.5K
|
32.9K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 0.03% |
$957 - $969
|
72.8K
$3.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$640K - $648K
|
157K
$7.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.4K+ 1.0% |
$66.8K - $67.6K
|
141K
$6.82M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
23K+ 25.52% |
$1.1M - $1.11M
|
113K
$5.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 157.76% |
$495K - $501K
|
16.9K
$815K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 6.06% |
$80.7K - $81.7K
|
29.5K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 936.71% |
$5.18M - $5.24M
|
120K
$5.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.29KNew |
$445K - $450K
|
9.29K
$448K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
97.6K+ 4.2% |
$4.67M - $4.73M
|
2.42M
$117M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.53K- 36.96% |
$121K - $122K
|
4.31K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.23% |
$814 - $823
|
7.35K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.95K- 6.04% |
$333K - $337K
|
108K
$5.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-341- 2.57% |
$16.3K - $16.5K
|
12.9K
$624K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 8.05% |
$669K - $677K
|
188K
$9.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
153K+ 97.36% |
$7.34M - $7.43M
|
311K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
315New |
$15.1K - $15.3K
|
315
$15.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.46K- 11.94% |
$69.6K - $70.5K
|
10.7K
$517K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
665K+ 55.81% |
$31.8M - $32.2M
|
1.86M
$89.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36K+ 8.7% |
$1.72M - $1.74M
|
449K
$21.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 3.76% |
$281K - $284K
|
162K
$7.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
57.6K+ 15.39% |
$2.76M - $2.79M
|
432K
$20.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.6K+ 18.83% |
$124K - $126K
|
16.4K
$791K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.32K+ 23.22% |
$350K - $354K
|
38.8K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98+ 0.6% |
$4.69K - $4.75K
|
16.5K
$794K
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
79.4K+ 32.31% |
$3.8M - $3.85M
|
325K
$15.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
33.5K+ 30.49% |
$1.6M - $1.62M
|
143K
$6.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
29.5K+ 8.33% |
$1.41M - $1.43M
|
383K
$18.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11.9K+ 7.43% |
$570K - $577K
|
172K
$8.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
96.3K+ 10.04% |
$4.61M - $4.67M
|
1.06M
$50.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.8K+ 9.3% |
$2.14M - $2.17M
|
526K
$25.4M
|
|