Dimensional ETF Tr Short Durat DFSD

DFSD Quotes by TradingView
Institutional shares held 68.1 Million
0 calls
0 puts
Total value of holdings $3.24B
$0 calls
$0 puts
# of Institutions 339

Quarterly Institutional Activity in DFSD

Shares Bought
Shares Sold
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Top Institutions Holding DFSD

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Latest Institutional Activity in DFSD

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 2.69M ($129M)
1.02M Shares purchased
61.23% Added
Q1 2025
Root Financial Partners, LLC Shares Held: 1.09M ($51.8M)
277K Shares purchased
34.18% Added
Q1 2025
Diversified Portfolios, Inc. Shares Held: 826K ($39.4M)
262K Shares purchased
46.39% Added
Q1 2025
Planning Center, Inc. Shares Held: 2.27M ($108M)
218K Shares purchased
10.64% Added
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 2.92M ($139M)
205K Shares purchased
7.56% Added
View All Buyers

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 96.9K ($4.62M)
381K Shares sold
79.72% Reduced
Q1 2025
White Wing Wealth Management Shares Held: 95.3K ($4.54M)
38.6K Shares sold
28.84% Reduced
Q1 2025
Great Waters Wealth Management Shares Held: 1.19M ($56.7M)
34.1K Shares sold
2.78% Reduced
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 49.7K ($2.37M)
22.3K Shares sold
30.98% Reduced
Q1 2025
Yardley Wealth Management LLC Shares Held: 185K ($8.83M)
20.7K Shares sold
10.08% Reduced
View All Sellers

About DFSD

DFSD Chart by TradingView
DFSD Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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