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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 92.03% |
$156K - $160K
|
290
$13.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-115- 1.11% |
$5.41K - $5.5K
|
10.2K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.7KNew |
$690K - $702K
|
14.7K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-59- 1.25% |
$2.77K - $2.82K
|
4.65K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
193New |
$9.07K - $9.23K
|
193
$9.25K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 1.64% |
$5.17K - $5.26K
|
6.61K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.09K+ 12.21% |
$51.2K - $52.1K
|
10K
$480K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-475- 8.12% |
$22.3K - $22.7K
|
5.38K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606+ 9.79% |
$28.5K - $29K
|
6.79K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220New |
$10.3K - $10.5K
|
220
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.15KNew |
$430K - $438K
|
9.15K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
931+ 4.47% |
$43.8K - $44.5K
|
21.8K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23.8K+ 18.8% |
$1.12M - $1.14M
|
150K
$7.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.81K- 15.64% |
$179K - $182K
|
20.6K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.07KNew |
$144K - $147K
|
3.07K
$147K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
14.6K+ 22.21% |
$685K - $697K
|
80.2K
$3.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-24.9K- 23.54% |
$1.17M - $1.19M
|
81K
$3.88M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.61K+ 2.93% |
$75.5K - $76.9K
|
56.5K
$2.71M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
137New |
$6.39K - $6.46K
|
137
$6.57K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.85M - $2.88M
|
61.2K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.32KNew |
$248K - $251K
|
5.32K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
239New |
$11.1K - $11.3K
|
239
$11.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
501K+ 31.79% |
$23.4M - $23.6M
|
2.08M
$99.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.11K- 69.57% |
$51.8K - $52.4K
|
486
$23.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
135New |
$6.3K - $6.37K
|
135
$6.47K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.9KNew |
$648K - $656K
|
13.9K
$667K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.29KNew |
$200K - $202K
|
4.29K
$206K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-167- 2.24% |
$7.79K - $7.87K
|
7.28K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
441New |
$20.6K - $20.8K
|
441
$21.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-791- 9.26% |
$36.9K - $37.3K
|
7.76K
$372K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.33K+ 31.15% |
$109K - $110K
|
9.81K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.24K+ 30.52% |
$152K - $153K
|
13.9K
$664K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
646New |
$30.2K - $30.5K
|
646
$31K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11New |
$515 - $519
|
11
$527
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 3.11% |
$58.3K - $58.8K
|
41.3K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.6KNew |
$498K - $502K
|
10.6K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.78K+ 10.2% |
$410K - $414K
|
94.8K
$4.54M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.5KNew |
$70.4K - $71K
|
1.5K
$72.1K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11KNew |
$190K - $193K
|
4.11K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
$7.29K - $7.44K
|
158
$7.57K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.7KNew |
$263K - $268K
|
5.7K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$185 - $188
|
4
$192
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 8.97% |
$523K - $534K
|
138K
$6.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
14.9K+ 15.74% |
$689K - $702K
|
110K
$5.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-216- 4.77% |
$9.97K - $10.2K
|
4.32K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$199K - $203K
|
4.3K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.98K+ 12.53% |
$230K - $235K
|
44.7K
$2.14M
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-66.9KClosed |
$3.09M - $3.12M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 9.6% |
$555 - $560
|
113
$5.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35KNew |
$62.4K - $63K
|
1.35K
$64.7K
|
|