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 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
250+ 0.75% |
$11.7K - $11.9K
|
33.5K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.78K+ 13.18% |
$177K - $180K
|
32.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
67.3K+ 32.19% |
$3.15M - $3.2M
|
276K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
143+ 1.29% |
$6.68K - $6.8K
|
11.2K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
148K+ 18.99% |
$6.92M - $7.04M
|
927K
$44.5M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12.2K- 12.28% |
$572K - $581K
|
87.3K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.28KNew |
$200K - $203K
|
4.28K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$505K - $514K
|
10.8K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 9.95% |
$1.09M - $1.1M
|
257K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.9K+ 50.16% |
$2.66M - $2.71M
|
170K
$8.17M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
26.7KNew |
$1.25M - $1.27M
|
26.7K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-147- 0.1% |
$6.87K - $6.99K
|
144K
$6.91M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38+ 0.21% |
$1.78K - $1.81K
|
18.4K
$882K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-40K- 3.04% |
$1.87M - $1.9M
|
1.28M
$61.1M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.7KNew |
$549K - $558K
|
11.7K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.25K+ 24.75% |
$292K - $297K
|
31.5K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 38.88% |
$677K - $689K
|
51.8K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.16K- 6.68% |
$54.4K - $55.3K
|
16.2K
$779K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-14.7K- 11.66% |
$685K - $697K
|
111K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.21K+ 50.88% |
$103K - $105K
|
6.55K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94- 2.44% |
$4.39K - $4.47K
|
3.76K
$180K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.3K+ 42.79% |
$341K - $347K
|
24.4K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
345+ 2.24% |
$16.1K - $16.4K
|
15.8K
$755K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.85K+ 9.35% |
$367K - $373K
|
91.8K
$4.4M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
38.9K+ 12.43% |
$1.82M - $1.85M
|
352K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-560- 3.76% |
$26.2K - $26.6K
|
14.4K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
38.4K+ 8.18% |
$1.8M - $1.83M
|
508K
$24.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.7K- 10.63% |
$1.48M - $1.51M
|
267K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
36.6KNew |
$1.71M - $1.74M
|
36.6K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.13K+ 5.44% |
$193K - $197K
|
80.1K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.17K+ 5.54% |
$54.8K - $55.8K
|
22.4K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-688- 1.98% |
$32.2K - $32.7K
|
34.1K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-2.75K- 3.22% |
$129K - $131K
|
82.7K
$3.96M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
81.4K+ 27.46% |
$3.81M - $3.87M
|
378K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-9.44K- 4.18% |
$441K - $449K
|
216K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 7.19% |
$516K - $525K
|
165K
$7.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-14.6K- 38.4% |
$684K - $695K
|
23.5K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.88K+ 36.28% |
$181K - $184K
|
14.6K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$3.08K - $3.14K
|
66
$3.16K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17.8K+ 31.6% |
$834K - $848K
|
74.3K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.7K- 86.42% |
$173K - $176K
|
581
$27.9K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18K+ 4.36% |
$839K - $854K
|
430K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-713- 10.2% |
$33.3K - $33.9K
|
6.28K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.8K+ 3.38% |
$599K - $609K
|
391K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.78K- 2.9% |
$83.4K - $84.8K
|
59.7K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$353K - $360K
|
7.56K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.32K+ 10.82% |
$61.7K - $62.7K
|
13.5K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
199New |
$9.3K - $9.46K
|
199
$9.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.24K- 7.33% |
$105K - $107K
|
28.3K
$1.36M
|