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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
79.4K+ 70.45% |
$3.71M - $3.8M
|
192K
$9.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
47K+ 11.11% |
$2.2M - $2.24M
|
470K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$60.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
284K+ 47.55% |
$13.3M - $13.6M
|
881K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
38.1KNew |
$1.78M - $1.82M
|
38.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-342- 8.15% |
$16K - $16.3K
|
3.85K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-124K- 31.42% |
$5.78M - $5.9M
|
270K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
294+ 2.96% |
$13.7K - $14.1K
|
10.2K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$477K - $488K
|
10.2K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.87K- 95.36% |
$228K - $233K
|
237
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
322K+ 13.45% |
$15M - $15.4M
|
2.71M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 23.58% |
$756K - $773K
|
84.7K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.05K+ 27.57% |
$377K - $385K
|
37.3K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
362KNew |
$16.9M - $17.3M
|
362K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04K+ 12.97% |
$189K - $193K
|
35.2K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
53New |
$2.48K - $2.53K
|
53
$2.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.74K+ 14.29% |
$268K - $274K
|
45.9K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
62.7K+ 6.35% |
$2.93M - $3M
|
1.05M
$49.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 13.71% |
$335K - $343K
|
59.5K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
126K+ 17.29% |
$5.91M - $6.04M
|
857K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.06KNew |
$283K - $290K
|
6.06K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.48K- 17.44% |
$69.2K - $70.8K
|
7.01K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.21K+ 1.97% |
$56.7K - $58K
|
62.8K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.44% |
$561 - $574
|
843
$39.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
487KNew |
$22.8M - $23.3M
|
487K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 37.06% |
$881K - $901K
|
69.7K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
135KNew |
$6.29M - $6.43M
|
135K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
255KNew |
$11.9M - $12.2M
|
255K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.44K- 18.15% |
$208K - $212K
|
20K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.77K+ 84.9% |
$270K - $276K
|
12.6K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.19KNew |
$55.6K - $56.9K
|
1.19K
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$3.32K - $3.39K
|
71
$3.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.84KNew |
$86K - $87.9K
|
1.84K
$87.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
126New |
$5.89K - $6.02K
|
126
$5.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.79K- 52.71% |
$83.8K - $85.7K
|
1.61K
$76.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.7K+ 6.1% |
$3.77M - $3.86M
|
1.4M
$66.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
58.8K+ 18.22% |
$2.75M - $2.81M
|
381K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26.6K+ 380.2% |
$1.24M - $1.27M
|
33.6K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
4.9KNew |
$229K - $234K
|
4.9K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
21.2KNew |
$991K - $1.01M
|
21.2K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
43.4K+ 53.86% |
$2.03M - $2.07M
|
124K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 6.77% |
$691K - $707K
|
233K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
496+ 1.55% |
$23.2K - $23.7K
|
32.5K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
220KNew |
$10.3M - $10.5M
|
220K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
114KNew |
$5.34M - $5.46M
|
114K
$5.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.94K+ 49.55% |
$231K - $236K
|
14.9K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.59K+ 80.12% |
$355K - $363K
|
17.1K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
68.6KNew |
$3.21M - $3.28M
|
68.6K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
76.8KNew |
$3.59M - $3.67M
|
76.8K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.5KNew |
$210K - $215K
|
4.5K
$213K
|