Latest Institutional Sells of Dimensional ETF Tr Short Durat (DFSD)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-381K- 79.72% |
$17.8M - $18.1M
|
96.9K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-38.6K- 28.84% |
$1.8M - $1.84M
|
95.3K
$4.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-34.1K- 2.78% |
$1.59M - $1.62M
|
1.19M
$56.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22.3K- 30.98% |
$1.04M - $1.06M
|
49.7K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-21.6K- 12.56% |
$1.01M - $1.03M
|
150K
$7.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-20.7K- 10.08% |
$970K - $987K
|
185K
$8.84M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.1K- 7.04% |
$611K - $621K
|
173K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-11.8K- 21.18% |
$553K - $563K
|
44.1K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-10.4K- 15.19% |
$487K - $496K
|
58.2K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.8K- 5.39% |
$224K - $228K
|
84.2K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.11K- 2.28% |
$192K - $196K
|
177K
$8.43M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-3.97K- 1.13% |
$186K - $189K
|
349K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.7K- 86.42% |
$173K - $176K
|
581
$27.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.53K- 6.28% |
$165K - $168K
|
52.6K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-3.09K- 8.96% |
$145K - $147K
|
31.4K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.29K- 17.63% |
$107K - $109K
|
10.7K
$510K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.24K- 7.33% |
$105K - $107K
|
28.3K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 3.65% |
$90K - $91.6K
|
50.8K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.73K- 3.98% |
$80.7K - $82.1K
|
41.7K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.69K- 18.9% |
$79.1K - $80.5K
|
7.26K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 7.74% |
$69.8K - $71K
|
17.8K
$850K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.49K- 5.16% |
$69.6K - $70.8K
|
27.4K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-937- 13.81% |
$43.8K - $44.6K
|
5.85K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-713- 10.2% |
$33.3K - $33.9K
|
6.28K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-706- 8.27% |
$33K - $33.6K
|
7.83K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-617- 0.8% |
$28.8K - $29.3K
|
76.2K
$3.64M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-597- 4.06% |
$27.9K - $28.4K
|
14.1K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-512- 5.0% |
$23.9K - $24.3K
|
9.72K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-330- 1.56% |
$15.4K - $15.7K
|
20.9K
$996K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 5.21% |
$11K - $11.2K
|
4.28K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-65- 0.68% |
$3.04K - $3.09K
|
9.47K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-32- 0.71% |
$1.5K - $1.52K
|
4.47K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28- 0.65% |
$1.31K - $1.33K
|
4.29K
$205K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-124K- 31.42% |
$5.78M - $5.9M
|
270K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-119K- 21.69% |
$5.55M - $5.68M
|
429K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-47.2K- 24.55% |
$2.21M - $2.25M
|
145K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.9K- 85.29% |
$1.3M - $1.33M
|
4.81K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-24.3K- 16.21% |
$1.14M - $1.16M
|
126K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-17.2K- 1.29% |
$806K - $824K
|
1.32M
$62.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.3K- 4.46% |
$670K - $685K
|
307K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-12.8K- 6.89% |
$598K - $612K
|
173K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.23K- 62.7% |
$338K - $345K
|
4.3K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.87K- 95.36% |
$228K - $233K
|
237
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.44K- 18.15% |
$208K - $212K
|
20K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 92.03% |
$156K - $160K
|
290
$13.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-3.25K- 6.59% |
$152K - $155K
|
46.1K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 4.96% |
$150K - $153K
|
61.5K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.99K- 1.28% |
$93.1K - $95.2K
|
154K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.79K- 52.71% |
$83.8K - $85.7K
|
1.61K
$76.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.58K- 26.03% |
$74K - $75.7K
|
4.5K
$215K
|
|