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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-407K- 96.64% |
$19.1M - $19.4M
|
14.2K
$667K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-110K- 42.3% |
$5.17M - $5.27M
|
150K
$7.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-100K- 91.34% |
$4.72M - $4.8M
|
9.52K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33K- 29.23% |
$1.55M - $1.58M
|
80K
$3.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-29.6K- 2.17% |
$1.39M - $1.41M
|
1.33M
$62.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.1K- 12.77% |
$1.32M - $1.35M
|
192K
$9.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-24.9K- 23.54% |
$1.17M - $1.19M
|
81K
$3.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23.5K- 51.49% |
$1.11M - $1.13M
|
22.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 48.9% |
$1.1M - $1.12M
|
24.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 37.89% |
$743K - $756K
|
25.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 4.55% |
$719K - $732K
|
321K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.9K- 21.53% |
$605K - $616K
|
46.9K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 8.98% |
$572K - $583K
|
123K
$5.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-11.1K- 6.66% |
$522K - $532K
|
156K
$7.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.8K- 10.56% |
$507K - $516K
|
91.3K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-10.1K- 31.79% |
$477K - $485K
|
21.8K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.82K- 4.66% |
$367K - $374K
|
160K
$7.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.72K- 14.29% |
$363K - $369K
|
46.3K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.99K- 5.72% |
$328K - $334K
|
115K
$5.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-6.64K- 12.1% |
$312K - $318K
|
48.3K
$2.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.16K- 1.19% |
$242K - $247K
|
430K
$20.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 6.45% |
$186K - $189K
|
57.2K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.81K- 15.64% |
$179K - $182K
|
20.6K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.95K- 9.53% |
$139K - $141K
|
28K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.75K- 10.04% |
$129K - $131K
|
24.6K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.69K- 2.86% |
$126K - $128K
|
91.4K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.44K- 3.81% |
$115K - $117K
|
61.6K
$2.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.37K- 4.44% |
$111K - $113K
|
50.9K
$2.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.22K- 3.13% |
$104K - $106K
|
68.6K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.07K- 32.38% |
$97.1K - $98.8K
|
4.32K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.95K- 9.45% |
$91.7K - $93.3K
|
18.7K
$880K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.86K- 9.45% |
$87.3K - $88.8K
|
17.8K
$838K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.71K- 17.88% |
$80.1K - $81.6K
|
7.83K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.68K- 0.08% |
$79K - $80.4K
|
2M
$94.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.54K- 12.32% |
$72.5K - $73.8K
|
11K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.48K- 1.15% |
$69.4K - $70.6K
|
127K
$5.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-1.3K- 3.98% |
$61.1K - $62.1K
|
31.4K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.24K- 2.5% |
$58.2K - $59.3K
|
48.3K
$2.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.15K- 0.97% |
$54.1K - $55.1K
|
117K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.09K- 0.69% |
$51.4K - $52.3K
|
156K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 9.64% |
$50.6K - $51.5K
|
10.1K
$475K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-922- 1.68% |
$43.3K - $44.1K
|
53.9K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-921- 16.25% |
$43.3K - $44.1K
|
4.75K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-890- 10.28% |
$41.8K - $42.6K
|
7.76K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-800- 2.97% |
$37.6K - $38.3K
|
26.1K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-788- 1.09% |
$37K - $37.7K
|
71.2K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-730- 3.98% |
$34.3K - $34.9K
|
17.6K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-618- 0.43% |
$29K - $29.6K
|
145K
$6.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-498- 12.04% |
$23.4K - $23.8K
|
3.64K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-475- 8.12% |
$22.3K - $22.7K
|
5.38K
$253K
|