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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.19K+ 81.82% |
$196K - $199K
|
9.32K
$447K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.59K+ 3.39% |
$168K - $171K
|
110K
$5.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-937- 13.81% |
$43.8K - $44.6K
|
5.85K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 7.74% |
$69.8K - $71K
|
17.8K
$854K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-11.8K- 21.18% |
$553K - $563K
|
44.1K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
92K+ 379.32% |
$4.3M - $4.38M
|
116K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.1K+ 44.55% |
$192K - $195K
|
13.3K
$638K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33.7K+ 30.63% |
$1.57M - $1.6M
|
144K
$6.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.13K+ 4.87% |
$240K - $244K
|
110K
$5.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 13.78% |
$158K - $160K
|
27.9K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 3.65% |
$90K - $91.6K
|
50.8K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 5.21% |
$11K - $11.2K
|
4.28K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-381K- 79.72% |
$17.8M - $18.1M
|
96.9K
$4.65M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-282K- 80.43% |
$13.2M - $13.5M
|
68.7K
$3.29M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12.6KNew |
$589K - $602K
|
12.6K
$604K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
286+ 1.82% |
$13.4K - $13.7K
|
16K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 9.67% |
$3.46K - $3.54K
|
691
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.23K- 62.7% |
$338K - $345K
|
4.3K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.46K- 11.91% |
$68.2K - $69.7K
|
10.8K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$8.56K - $8.75K
|
183
$8.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.8KNew |
$365K - $373K
|
7.8K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.12KNew |
$380K - $388K
|
8.12K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20.2K+ 15.36% |
$945K - $966K
|
152K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.1KNew |
$705K - $721K
|
15.1K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
522New |
$24.4K - $25K
|
522
$25K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
135New |
$6.31K - $6.45K
|
135
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$477K - $488K
|
10.2K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$61.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-535- 3.99% |
$25K - $25.6K
|
12.9K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
62.7K+ 6.35% |
$2.93M - $3M
|
1.05M
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.48K- 17.44% |
$69.2K - $70.8K
|
7.01K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
126New |
$5.89K - $6.02K
|
126
$6.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$3.32K - $3.39K
|
71
$3.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.84KNew |
$86K - $87.9K
|
1.84K
$88.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
860New |
$40.2K - $41.1K
|
860
$41.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.75KNew |
$269K - $275K
|
5.75K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 77.31% |
$7.81K - $7.98K
|
383
$18.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
552New |
$25.8K - $26.4K
|
552
$26.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.1K - $34.8K
|
729
$34.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
260New |
$12.2K - $12.4K
|
260
$12.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-206- 1.01% |
$9.63K - $9.85K
|
20.2K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$834K - $852K
|
17.8K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
388+ 30.74% |
$18.1K - $18.5K
|
1.65K
$79.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 5.1% |
$5.19K - $5.31K
|
2.29K
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.8KNew |
$1.16M - $1.19M
|
24.8K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.03K+ 90.55% |
$375K - $384K
|
16.9K
$810K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.58K- 26.03% |
$74K - $75.7K
|
4.5K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
106KNew |
$4.93M - $5.04M
|
106K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$9.82K - $10K
|
210
$10.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.9K- 85.29% |
$1.3M - $1.33M
|
4.81K
$231K
|
|