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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.83K- 5.0% |
$416K - $424K
|
168K
$8.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.71K- 4.47% |
$363K - $370K
|
165K
$7.91M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-5.13K- 5.39% |
$242K - $246K
|
90.1K
$4.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3K- 3.99% |
$141K - $144K
|
72.1K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.62K- 3.25% |
$76.2K - $77.7K
|
48.1K
$2.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.11K- 3.31% |
$52.1K - $53.1K
|
32.3K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-293- 0.34% |
$13.8K - $14.1K
|
85.7K
$4.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-142- 1.15% |
$6.69K - $6.82K
|
12.2K
$584K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 0.25% |
$942 - $960
|
7.86K
$377K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.07M- 97.72% |
$190M - $194M
|
95.1K
$4.56M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-548K- 99.93% |
$25.6M - $26.1M
|
394
$18.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-381K- 79.72% |
$17.8M - $18.1M
|
96.9K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-158K- 91.14% |
$7.37M - $7.5M
|
15.3K
$735K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56K- 95.12% |
$2.62M - $2.66M
|
2.88K
$138K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-40K- 3.04% |
$1.87M - $1.9M
|
1.28M
$61.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35.4K- 8.25% |
$1.65M - $1.68M
|
394K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.7K- 10.63% |
$1.48M - $1.51M
|
267K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-21.6K- 12.56% |
$1.01M - $1.03M
|
150K
$7.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-20.7K- 10.08% |
$970K - $987K
|
185K
$8.88M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.2K- 10.85% |
$805K - $819K
|
142K
$6.78M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-14.7K- 11.66% |
$685K - $697K
|
111K
$5.33M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-14.6K- 38.4% |
$684K - $695K
|
23.5K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12.2K- 12.28% |
$572K - $581K
|
87.3K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-11.8K- 21.18% |
$553K - $563K
|
44.1K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-10.4K- 15.19% |
$487K - $496K
|
58.2K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.1K- 7.93% |
$474K - $482K
|
118K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-9.44K- 4.18% |
$441K - $449K
|
216K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.41K- 4.15% |
$253K - $257K
|
125K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.8K- 5.39% |
$224K - $228K
|
84.2K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-4.32K- 9.37% |
$202K - $205K
|
41.8K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-3.97K- 1.13% |
$186K - $189K
|
349K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.93K- 92.74% |
$184K - $187K
|
308
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.7K- 86.42% |
$173K - $176K
|
581
$27.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.53K- 6.28% |
$165K - $168K
|
52.6K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.49K- 38.11% |
$163K - $166K
|
5.66K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.37K- 18.03% |
$158K - $160K
|
15.3K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-3.09K- 8.96% |
$145K - $147K
|
31.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.8K- 0.91% |
$131K - $133K
|
304K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-2.75K- 3.22% |
$129K - $131K
|
82.7K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.29K- 17.63% |
$107K - $109K
|
10.7K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.24K- 7.33% |
$105K - $107K
|
28.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 30.68% |
$98.4K - $100K
|
4.76K
$228K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.07K- 0.71% |
$96.8K - $98.4K
|
290K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 3.65% |
$90K - $91.6K
|
50.8K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.78K- 2.9% |
$83.4K - $84.8K
|
59.7K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.76K- 13.45% |
$82.2K - $83.6K
|
11.3K
$542K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.73K- 3.98% |
$80.7K - $82.1K
|
41.7K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.69K- 18.9% |
$79.1K - $80.5K
|
7.26K
$348K
|
|
|
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 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.49K- 5.16% |
$69.6K - $70.8K
|
27.4K
$1.31M
|
|