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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 5.11% |
$107K - $110K
|
47.1K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
135K+ 90.93% |
$6.33M - $6.47M
|
284K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
34.5KNew |
$1.61M - $1.65M
|
34.5K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
370K+ 43.0% |
$17.3M - $17.7M
|
1.23M
$58.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
52.7K+ 33.69% |
$2.46M - $2.52M
|
209K
$9.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.2K+ 3.67% |
$1.55M - $1.59M
|
938K
$44.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
102K+ 4.08% |
$4.75M - $4.86M
|
2.59M
$123M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 77.31% |
$7.81K - $7.98K
|
383
$18.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 1.56% |
$105K - $108K
|
147K
$6.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
35KNew |
$1.64M - $1.67M
|
35K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
297KNew |
$13.9M - $14.2M
|
297K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
549KNew |
$25.6M - $26.2M
|
549K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
860New |
$40.2K - $41.1K
|
860
$40.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.75KNew |
$269K - $275K
|
5.75K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
30.7K+ 17.49% |
$1.43M - $1.47M
|
206K
$9.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.23K- 1.53% |
$57.5K - $58.7K
|
79.2K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.17KNew |
$335K - $343K
|
7.17K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.36K+ 12.02% |
$204K - $208K
|
40.6K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-722- 2.89% |
$33.8K - $34.5K
|
24.3K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.45K- 5.28% |
$114K - $117K
|
43.9K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-508- 0.76% |
$23.7K - $24.3K
|
66.3K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
552New |
$25.8K - $26.4K
|
552
$26.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
55.9KNew |
$2.61M - $2.67M
|
55.9K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.1K - $34.8K
|
729
$34.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-47.2K- 24.55% |
$2.21M - $2.25M
|
145K
$6.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
45.7K+ 6.23% |
$2.14M - $2.19M
|
779K
$36.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09K+ 19.07% |
$97.8K - $100K
|
13.1K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
75.9KNew |
$3.55M - $3.63M
|
75.9K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.3K+ 73.85% |
$1.98M - $2.02M
|
99.5K
$4.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.1M+ 6120.69% |
$192M - $196M
|
4.17M
$197M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.86K+ 28.53% |
$181K - $185K
|
17.4K
$824K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.07% |
$38.6K - $39.4K
|
27.7K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.8K+ 3.78% |
$2.89M - $2.96M
|
1.7M
$80.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-156- 0.45% |
$7.29K - $7.46K
|
34.8K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
4.59KNew |
$215K - $219K
|
4.59K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.8K+ 5.54% |
$554K - $566K
|
226K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.6K+ 13.6% |
$589K - $602K
|
105K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
260New |
$12.2K - $12.4K
|
260
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 23.35% |
$1.5M - $1.54M
|
170K
$8.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
281KNew |
$13.1M - $13.4M
|
281K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-17.2K- 1.29% |
$806K - $824K
|
1.32M
$62.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-566- 5.95% |
$26.5K - $27.1K
|
8.95K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$837K - $856K
|
17.9K
$847K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.01% |
$935 - $956
|
264K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-206- 1.01% |
$9.63K - $9.85K
|
20.2K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.3K+ 50.17% |
$574K - $587K
|
36.7K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.06KNew |
$283K - $289K
|
6.06K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
85.4KNew |
$3.99M - $4.08M
|
85.4K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
29.2K+ 25.38% |
$1.37M - $1.4M
|
144K
$6.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.2K+ 36.25% |
$1.41M - $1.44M
|
113K
$5.37M
|