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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
51.1K+ 23.95% |
$2.45M - $2.47M
|
264K
$12.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
21+ 0.34% |
$1.01K - $1.02K
|
6.17K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-113- 0.14% |
$5.41K - $5.47K
|
79.5K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.33K+ 10302.38% |
$207K - $210K
|
4.37K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.5K+ 13.47% |
$2.75M - $2.78M
|
485K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.56K+ 5.61% |
$266K - $269K
|
105K
$5.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.41K- 19.31% |
$163K - $165K
|
14.2K
$686K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.22K+ 2.3% |
$106K - $108K
|
98.9K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 3.74% |
$520K - $526K
|
280K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
870New |
$41.6K - $42.1K
|
870
$41.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.42K+ 3.61% |
$116K - $117K
|
69.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1K+ 62.27% |
$629K - $636K
|
34.2K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-132K- 35.14% |
$6.31M - $6.39M
|
244K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.18K- 85.91% |
$200K - $202K
|
685
$33K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.33K+ 154.91% |
$63.5K - $64.2K
|
2.18K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.33KNew |
$159K - $161K
|
3.33K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
833+ 17.24% |
$39.9K - $40.3K
|
5.67K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-255- 1.24% |
$12.2K - $12.3K
|
20.3K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
184+ 5.42% |
$8.81K - $8.91K
|
3.58K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.57K+ 2.01% |
$410K - $415K
|
434K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.8K+ 71.73% |
$1.24M - $1.25M
|
61.8K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
315New |
$15.1K - $15.3K
|
315
$15.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-177K- 51.69% |
$8.48M - $8.58M
|
165K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
121+ 0.78% |
$5.79K - $5.86K
|
15.6K
$754K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.03K- 1.16% |
$193K - $195K
|
343K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 27.17% |
$717K - $725K
|
70.1K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.15K+ 11.35% |
$55K - $55.6K
|
11.3K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 46.19% |
$1.16M - $1.17M
|
76.6K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.28K- 3.65% |
$61.4K - $62.1K
|
33.9K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38K- 27.17% |
$1.82M - $1.84M
|
102K
$4.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.09K+ 6.53% |
$244K - $247K
|
83.1K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 662.49% |
$964K - $975K
|
23.2K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45New |
$2.15K - $2.18K
|
45
$2.17K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-46.5K- 21.91% |
$2.22M - $2.25M
|
166K
$7.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.01K- 14.99% |
$240K - $243K
|
28.4K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
49.2K+ 22.69% |
$2.36M - $2.38M
|
266K
$12.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
685+ 9.75% |
$32.8K - $33.2K
|
7.71K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.46K+ 2.23% |
$118K - $119K
|
113K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 1.59% |
$95.7 - $96.9
|
128
$6.17K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 11.86% |
$48.3K - $48.9K
|
9.52K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
211KNew |
$10.1M - $10.2M
|
211K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-91- 0.14% |
$4.36K - $4.41K
|
62.9K
$3.03M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-6.26K- 16.76% |
$300K - $303K
|
31.1K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.01K+ 0.95% |
$96.1K - $97.2K
|
214K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
40.9K+ 26.34% |
$1.96M - $1.98M
|
196K
$9.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
22K+ 13.38% |
$1.05M - $1.06M
|
186K
$8.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
129K+ 141.34% |
$6.17M - $6.25M
|
220K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-4K- 57.96% |
$191K - $194K
|
2.9K
$140K
|
|