Latest Institutional Transactions on Dimensional ETF Tr Short Durat (DFSD)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
532+ 3.78% |
$25.6K - $25.8K
|
14.6K
$703K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
27.2KNew |
$1.31M - $1.32M
|
27.2K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63K+ 14.74% |
$127K - $128K
|
20.5K
$988K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.66K+ 11.81% |
$224K - $226K
|
44.1K
$2.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
19.7K+ 5.68% |
$951K - $957K
|
367K
$17.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
458KNew |
$22.1M - $22.2M
|
458K
$22.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
17+ 0.05% |
$819 - $825
|
34.7K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
57.9K+ 18.95% |
$2.79M - $2.81M
|
363K
$17.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 1.65% |
$578 - $582
|
739
$35.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
74.7K+ 18.45% |
$3.6M - $3.62M
|
479K
$23.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
47.3K+ 16.0% |
$2.28M - $2.29M
|
343K
$16.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
101K+ 55.73% |
$4.88M - $4.91M
|
283K
$13.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
862+ 2.97% |
$41.5K - $41.8K
|
29.9K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
4+ 0.05% |
$193 - $194
|
8.49K
$409K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$81.6K - $82.2K
|
1.7K
$81.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 7.6% |
$48.7K - $49K
|
14.3K
$690K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.8K+ 6.32% |
$521K - $525K
|
182K
$8.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76.8K- 21.87% |
$3.7M - $3.73M
|
274K
$13.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.22K+ 1.1% |
$155K - $156K
|
295K
$14.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
66.9K+ 37.65% |
$3.22M - $3.25M
|
245K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.35KNew |
$402K - $405K
|
8.35K
$402K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
36.7K+ 22.51% |
$1.77M - $1.78M
|
200K
$9.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.14K+ 4.71% |
$103K - $104K
|
47.4K
$2.29M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
20.5K+ 33.45% |
$989K - $996K
|
81.9K
$3.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.7K+ 84.3% |
$852K - $858K
|
38.7K
$1.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-11.5K- 53.45% |
$555K - $559K
|
10K
$484K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 6.31% |
$571K - $575K
|
200K
$9.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.7K- 13.89% |
$226K - $228K
|
29.2K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30.6K- 58.17% |
$1.47M - $1.48M
|
22K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-84.3K- 33.19% |
$4.06M - $4.09M
|
170K
$8.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
887+ 1.03% |
$42.7K - $43K
|
86.6K
$4.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.8K+ 3.57% |
$86.6K - $87.2K
|
52.1K
$2.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-123- 0.45% |
$5.92K - $5.97K
|
27.5K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.27K+ 1.12% |
$61.3K - $61.7K
|
115K
$5.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
61.9K+ 97.37% |
$2.98M - $3M
|
126K
$6.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
107K+ 22.65% |
$5.15M - $5.19M
|
580K
$27.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.8K+ 5.12% |
$1.82M - $1.83M
|
775K
$37.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.06K- 4.24% |
$51.2K - $51.5K
|
24K
$1.16M
|
|
| Q3 2025 | |||||||
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-24.4K- 45.36% |
$1.17M - $1.18M
|
29.4K
$1.42M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-609- 4.37% |
$29.1K - $29.5K
|
13.3K
$642K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.27K- 11.27% |
$252K - $255K
|
41.5K
$2M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.18K+ 9.72% |
$200K - $202K
|
47.2K
$2.27M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
46.5K+ 24.56% |
$2.22M - $2.25M
|
236K
$11.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8.99K+ 7.04% |
$430K - $435K
|
137K
$6.58M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
20.4K+ 4.06% |
$976K - $988K
|
523K
$25.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
425New |
$20.3K - $20.6K
|
425
$20.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.04K+ 3.6% |
$97.7K - $98.8K
|
58.8K
$2.83M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$58.9K - $59.6K
|
1.23K
$59.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.38K- 23.59% |
$66K - $66.8K
|
4.47K
$215K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
46.4K+ 83.5% |
$2.22M - $2.25M
|
102K
$4.92M
|
|