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 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-2.54K- 4.08% |
$122K - $123K
|
59.8K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
69.4K+ 52.93% |
$3.32M - $3.36M
|
201K
$9.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
278+ 0.72% |
$13.3K - $13.5K
|
38.8K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-607- 1.68% |
$29.1K - $29.4K
|
35.5K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.1K+ 265.34% |
$1.01M - $1.02M
|
29K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-9K- 41.61% |
$431K - $436K
|
12.6K
$609K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.08KNew |
$435K - $440K
|
9.08K
$438K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
57.6K+ 10.12% |
$2.75M - $2.79M
|
626K
$30.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
172K+ 12.67% |
$8.23M - $8.33M
|
1.53M
$73.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.21K- 13.44% |
$106K - $107K
|
14.2K
$686K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.1K+ 14.4% |
$1.87M - $1.89M
|
311K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
23.5K+ 52.87% |
$1.13M - $1.14M
|
68K
$3.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.68K+ 3.47% |
$224K - $227K
|
139K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9KNew |
$811K - $820K
|
16.9K
$816K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-5.85KClosed |
$280K - $283K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 8.95% |
$875K - $885K
|
222K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
166+ 29.59% |
$7.94K - $8.04K
|
727
$35K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-639- 4.07% |
$30.6K - $30.9K
|
15.1K
$726K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.48K+ 96.84% |
$406K - $411K
|
17.2K
$831K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.82K- 35.61% |
$135K - $137K
|
5.1K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-30- 0.38% |
$1.44K - $1.45K
|
7.83K
$377K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.66K- 4.66% |
$415K - $420K
|
177K
$8.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.79K- 13.45% |
$85.6K - $86.6K
|
11.5K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.89K- 23.87% |
$90.2K - $91.3K
|
6.01K
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
168K+ 122.79% |
$8.06M - $8.16M
|
306K
$14.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23.5K+ 24.21% |
$1.12M - $1.14M
|
120K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-630- 0.12% |
$30.2K - $30.5K
|
518K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.27K+ 7.17% |
$60.6K - $61.3K
|
18.9K
$913K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.1K+ 6.68% |
$3.26M - $3.3M
|
1.09M
$52.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.11% |
$3.06K - $3.1K
|
56.5K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
19.1K+ 39.02% |
$915K - $926K
|
68.1K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 6.65% |
$57.5K - $58.2K
|
16.9K
$813K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-85- 1.6% |
$4.07K - $4.12K
|
5.24K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.84K+ 3.59% |
$232K - $234K
|
139K
$6.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 38.52% |
$508K - $514K
|
38.1K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
265K+ 40.76% |
$12.7M - $12.9M
|
917K
$44.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.25K+ 24.31% |
$395K - $399K
|
42.2K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
6.86K+ 2.01% |
$328K - $332K
|
348K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.4K+ 12.99% |
$1.74M - $1.77M
|
317K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-1.41K- 5.43% |
$67.3K - $68.1K
|
24.5K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 1.08% |
$861 - $872
|
1.69K
$81.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
16.9K+ 10.23% |
$808K - $817K
|
182K
$8.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.3K+ 22.58% |
$541K - $547K
|
61.4K
$2.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
449+ 8.51% |
$21.5K - $21.7K
|
5.73K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
211KNew |
$10.1M - $10.2M
|
211K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-535- 2.15% |
$25.6K - $25.9K
|
24.3K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
779+ 2.61% |
$37.3K - $37.7K
|
30.6K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
34.4K+ 9.22% |
$1.64M - $1.66M
|
407K
$19.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-602- 0.51% |
$28.8K - $29.2K
|
118K
$5.69M
|
|