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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
21.3K+ 81.15% |
$1M - $1.02M
|
47.6K
$2.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
371+ 1.11% |
$17.4K - $17.7K
|
33.9K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 4.44% |
$11.1K - $11.3K
|
5.11K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
67.5K+ 138.58% |
$3.17M - $3.23M
|
116K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
531+ 0.3% |
$25K - $25.4K
|
179K
$8.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
14.6K+ 22.21% |
$685K - $697K
|
80.2K
$3.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 0.96% |
$282 - $287
|
629
$29.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-56- 0.22% |
$2.63K - $2.68K
|
25K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.15K- 0.97% |
$54.1K - $55.1K
|
117K
$5.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23.5K- 51.49% |
$1.11M - $1.13M
|
22.2K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
23.5K+ 6.89% |
$1.11M - $1.13M
|
365K
$17.2M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
135K+ 164.99% |
$6.36M - $6.47M
|
217K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
529+ 10.31% |
$24.9K - $25.3K
|
5.66K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
7.98K+ 1.78% |
$375K - $382K
|
457K
$21.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-24.9K- 23.54% |
$1.17M - $1.19M
|
81K
$3.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 5.33% |
$550K - $559K
|
231K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.02K+ 0.84% |
$48.1K - $48.9K
|
123K
$5.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.22K- 3.13% |
$104K - $106K
|
68.6K
$3.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
46.3KNew |
$2.18M - $2.22M
|
46.3K
$2.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
15.6K+ 105.36% |
$733K - $746K
|
30.4K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
134K+ 13.97% |
$6.28M - $6.4M
|
1.09M
$51.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.16K- 1.19% |
$242K - $247K
|
430K
$20.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21.5K+ 2.06% |
$1.01M - $1.03M
|
1.06M
$50M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.61K+ 2.93% |
$75.5K - $76.9K
|
56.5K
$2.66M
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.62K+ 14.23% |
$75.6K - $76.4K
|
13K
$613K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
137New |
$6.39K - $6.46K
|
137
$6.45K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 2.93% |
$181K - $183K
|
136K
$6.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125K+ 5.57% |
$5.84M - $5.9M
|
2.37M
$112M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.85M - $2.88M
|
61.2K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.32KNew |
$248K - $251K
|
5.32K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.82% |
$11.5K - $11.6K
|
30.4K
$1.43M
|
|
|
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
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15K- 45.95% |
$700K - $708K
|
17.7K
$832K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.36K- 12.65% |
$203K - $205K
|
30.1K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
501K+ 31.79% |
$23.4M - $23.6M
|
2.08M
$97.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.11K- 69.57% |
$51.8K - $52.4K
|
486
$22.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
43.7K+ 19.66% |
$2.04M - $2.06M
|
266K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$61.2K - $61.9K
|
1.31K
$61.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
135New |
$6.3K - $6.37K
|
135
$6.36K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.9KNew |
$648K - $656K
|
13.9K
$655K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-167- 2.24% |
$7.79K - $7.87K
|
7.28K
$343K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.29KNew |
$200K - $202K
|
4.29K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.2KNew |
$707K - $715K
|
15.2K
$714K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
16.8K+ 143.12% |
$782K - $791K
|
28.5K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 11.55% |
$474K - $480K
|
98.3K
$4.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-105- 0.32% |
$4.9K - $4.95K
|
32.7K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
441New |
$20.6K - $20.8K
|
441
$20.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.22% |
$326 - $330
|
581
$27.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$207K - $209K
|
4.43K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.4KNew |
$627K - $634K
|
13.4K
$633K
|
|