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 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50K+ 2.63% |
$2.39M - $2.42M
|
1.95M
$93.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
169K+ 13.62% |
$8.1M - $8.2M
|
1.41M
$68M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
1.86K+ 0.63% |
$89.1K - $90.1K
|
296K
$14.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46.5K+ 585.94% |
$2.22M - $2.25M
|
54.4K
$2.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
62K+ 41.74% |
$2.97M - $3M
|
210K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.6K+ 24.32% |
$1.04M - $1.05M
|
111K
$5.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.62K+ 19.84% |
$77.4K - $78.4K
|
9.77K
$471K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.62K+ 15.01% |
$77.3K - $78.2K
|
12.4K
$596K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-48- 0.1% |
$2.3K - $2.32K
|
48.1K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.7% |
$47.9 - $48.4
|
143
$6.89K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
164K+ 75.64% |
$7.87M - $7.96M
|
382K
$18.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.78K+ 2.33% |
$276K - $280K
|
254K
$12.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
6.32K+ 1.71% |
$302K - $306K
|
376K
$18.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.4K+ 12.44% |
$1.07M - $1.08M
|
202K
$9.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.16K+ 13.25% |
$103K - $105K
|
18.5K
$890K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
247+ 9.72% |
$11.8K - $12K
|
2.79K
$134K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.51M - $2.54M
|
52.5K
$2.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
659+ 6.8% |
$31.5K - $31.9K
|
10.3K
$499K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 9.53% |
$141K - $143K
|
33.9K
$1.63M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 0.82% |
$1.68K - $1.7K
|
4.3K
$207K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.23K+ 9.01% |
$155K - $157K
|
39.1K
$1.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
17K+ 11.64% |
$815K - $824K
|
163K
$7.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.1K+ 7.27% |
$533K - $540K
|
164K
$7.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.75KNew |
$227K - $230K
|
4.75K
$229K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
29+ 0.03% |
$1.39K - $1.4K
|
85.7K
$4.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.69K+ 8.74% |
$80.7K - $81.7K
|
21K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13K+ 7.89% |
$623K - $631K
|
178K
$8.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Claris Advisors, LLC
|
BUY
|
- |
675+ 1.2% |
$32.3K - $32.7K
|
56.9K
$2.74M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 24.23% |
$4.74M - $4.83M
|
315K
$15.2M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-20.1K- 6.21% |
$945K - $963K
|
303K
$14.6M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.25K+ 18.65% |
$341K - $348K
|
46.1K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 1361.48% |
$86.6K - $88.2K
|
1.97K
$95.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.6K- 44.4% |
$2.95M - $3M
|
78.3K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344New |
$16.2K - $16.5K
|
344
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-397- 5.62% |
$18.7K - $19.1K
|
6.67K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.74KNew |
$459K - $468K
|
9.74K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.55K+ 1.93% |
$72.9K - $74.3K
|
81.6K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153New |
$7.2K - $7.35K
|
153
$7.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-709- 12.52% |
$33.4K - $34K
|
4.96K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.38KNew |
$206K - $210K
|
4.38K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.7K+ 93.8% |
$788K - $803K
|
34.6K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.3KNew |
$2.18M - $2.22M
|
46.3K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2New |
$94.2 - $96
|
2
$96.4
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 29.55% |
$226K - $230K
|
21K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-58.5K- 66.95% |
$2.75M - $2.81M
|
28.9K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.1K+ 476.92% |
$146K - $149K
|
3.75K
$181K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-6.12K- 52.11% |
$288K - $294K
|
5.63K
$271K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.3K - $35K
|
729
$35.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-107- 20.5% |
$5.04K - $5.14K
|
415
$20K
|
|