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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.29K- 10.67% |
$60.4K - $61.4K
|
10.8K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 6.41% |
$59.6K - $60.7K
|
18.6K
$893K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.16K- 6.68% |
$54.4K - $55.3K
|
16.2K
$779K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-937- 13.81% |
$43.8K - $44.6K
|
5.85K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-840- 0.49% |
$39.3K - $39.9K
|
169K
$8.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-713- 10.2% |
$33.3K - $33.9K
|
6.28K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-706- 8.27% |
$33K - $33.6K
|
7.83K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-688- 1.98% |
$32.2K - $32.7K
|
34.1K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-617- 0.8% |
$28.8K - $29.3K
|
76.2K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-597- 4.06% |
$27.9K - $28.4K
|
14.1K
$676K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-560- 3.76% |
$26.2K - $26.6K
|
14.4K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-512- 5.0% |
$23.9K - $24.3K
|
9.72K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-378- 0.26% |
$17.7K - $18K
|
145K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-330- 1.56% |
$15.4K - $15.7K
|
20.9K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-282- 0.47% |
$13.2K - $13.4K
|
59.2K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237Closed |
$11.1K - $11.3K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 5.21% |
$11K - $11.2K
|
4.28K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-147- 0.1% |
$6.87K - $6.99K
|
144K
$6.91M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94- 2.44% |
$4.39K - $4.47K
|
3.76K
$180K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-65- 0.68% |
$3.04K - $3.09K
|
9.47K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 2.07% |
$2.01K - $2.04K
|
2.03K
$97.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-32- 0.71% |
$1.5K - $1.52K
|
4.47K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28- 0.65% |
$1.31K - $1.33K
|
4.29K
$206K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-282K- 80.43% |
$13.2M - $13.5M
|
68.7K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.9K- 85.29% |
$1.3M - $1.33M
|
4.81K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.23K- 62.7% |
$338K - $345K
|
4.3K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 92.03% |
$156K - $160K
|
290
$13.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.58K- 26.03% |
$74K - $75.7K
|
4.5K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.48K- 17.44% |
$69.2K - $70.8K
|
7.01K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.46K- 11.91% |
$68.2K - $69.7K
|
10.8K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-535- 3.99% |
$25K - $25.6K
|
12.9K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-206- 1.01% |
$9.63K - $9.85K
|
20.2K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 9.67% |
$3.46K - $3.54K
|
691
$33.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-21- 0.04% |
$982 - $1K
|
53.8K
$2.58M
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-24.9K- 23.54% |
$1.17M - $1.19M
|
81K
$3.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.81K- 15.64% |
$179K - $182K
|
20.6K
$985K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-475- 8.12% |
$22.3K - $22.7K
|
5.38K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-115- 1.11% |
$5.41K - $5.5K
|
10.2K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 1.64% |
$5.17K - $5.26K
|
6.61K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-59- 1.25% |
$2.77K - $2.82K
|
4.65K
$223K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.11K- 69.57% |
$51.8K - $52.4K
|
486
$23.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-791- 9.26% |
$36.9K - $37.3K
|
7.76K
$372K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-167- 2.24% |
$7.79K - $7.87K
|
7.28K
$349K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-216- 4.77% |
$9.97K - $10.2K
|
4.32K
$207K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-66.9KClosed |
$3.09M - $3.12M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-54.7K- 57.33% |
$2.53M - $2.55M
|
40.7K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-2.86K- 25.0% |
$132K - $133K
|
8.57K
$411K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-892- 14.68% |
$41.2K - $41.6K
|
5.18K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-869- 48.9% |
$40.2K - $40.5K
|
908
$43.5K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 9.6% |
$555 - $560
|
113
$5.42K
|
|