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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 19.31% |
$765K - $778K
|
101K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237Closed |
$11.1K - $11.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 290.03% |
$4.9M - $4.98M
|
141K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
305+ 0.94% |
$14.3K - $14.5K
|
32.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-282- 0.47% |
$13.2K - $13.4K
|
59.2K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.2K+ 35.68% |
$4.5M - $4.58M
|
366K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92KNew |
$89.7K - $91.3K
|
1.92K
$92K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7K+ 21.96% |
$642K - $653K
|
76.3K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 20.96% |
$271K - $276K
|
33.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.83KNew |
$273K - $277K
|
5.83K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$318K - $323K
|
6.8K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.8KNew |
$177K - $180K
|
3.8K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.53K+ 3.23% |
$399K - $406K
|
273K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
437+ 27.18% |
$20.4K - $20.8K
|
2.05K
$98K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.01K+ 88.9% |
$187K - $190K
|
8.51K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
92.9KNew |
$4.34M - $4.42M
|
92.9K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 2.07% |
$2.01K - $2.04K
|
2.03K
$97.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32K+ 178.52% |
$1.49M - $1.52M
|
49.9K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249New |
$11.6K - $11.8K
|
249
$11.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-840- 0.49% |
$39.3K - $39.9K
|
169K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.12K+ 5.86% |
$98.9K - $101K
|
38.2K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 0.52% |
$1.4K - $1.43K
|
5.85K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
22.9K+ 182.13% |
$1.07M - $1.09M
|
35.4K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9KNew |
$1.44M - $1.47M
|
30.9K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.24KNew |
$292K - $297K
|
6.24K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.8K+ 32.73% |
$1.02M - $1.04M
|
88.5K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26K+ 31.22% |
$292K - $298K
|
26.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.2K- 10.85% |
$805K - $819K
|
142K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.06K+ 1.8% |
$143K - $145K
|
173K
$8.3M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.6K+ 7.86% |
$1.01M - $1.02M
|
296K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 4.23% |
$3.36M - $3.42M
|
1.77M
$84.9M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
49.3K+ 237.75% |
$2.31M - $2.35M
|
70.1K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.72K+ 22.1% |
$80.3K - $81.7K
|
9.49K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.34K+ 24.72% |
$203K - $206K
|
21.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.17K+ 850.18% |
$335K - $341K
|
8.01K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 3.17% |
$1.39M - $1.41M
|
968K
$46.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
317K+ 131.76% |
$14.8M - $15.1M
|
558K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.36K+ 29.68% |
$63.7K - $64.8K
|
5.95K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-4.32K- 9.37% |
$202K - $205K
|
41.8K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.76K- 13.45% |
$82.2K - $83.6K
|
11.3K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 9.6% |
$608K - $619K
|
149K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
9+ 0.32% |
$421 - $428
|
2.82K
$135K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.74K+ 1.48% |
$175K - $178K
|
256K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-548K- 99.93% |
$25.6M - $26.1M
|
394
$18.9K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.07M- 97.72% |
$190M - $194M
|
95.1K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
998+ 16.46% |
$46.6K - $47.5K
|
7.06K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
725K+ 31.4% |
$33.9M - $34.5M
|
3.03M
$145M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
686+ 1.73% |
$32.1K - $32.6K
|
40.2K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.48K+ 12.7% |
$396K - $403K
|
75.3K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.27KNew |
$246K - $251K
|
5.27K
$253K
|