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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.88K+ 10.11% |
$281K - $285K
|
64.1K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-104- 0.29% |
$4.98K - $5.04K
|
35.7K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
20.8K+ 356.41% |
$995K - $1.01M
|
26.6K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.84KNew |
$375K - $380K
|
7.84K
$378K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
599KNew |
$28.7M - $29M
|
599K
$28.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.49K+ 329.55% |
$263K - $266K
|
7.15K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
375K+ 14.54% |
$18M - $18.2M
|
2.96M
$143M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41.5K+ 4.47% |
$1.99M - $2.01M
|
971K
$46.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1New |
$47.9 - $48.4
|
1
$48.2
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 2.62% |
$2.87K - $2.91K
|
2.35K
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
57.5K+ 10.19% |
$2.75M - $2.79M
|
622K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
186+ 1.61% |
$8.9K - $9.01K
|
11.7K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
196K+ 21.01% |
$9.38M - $9.49M
|
1.13M
$54.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 6.19% |
$933K - $944K
|
334K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-339- 1.9% |
$16.2K - $16.4K
|
17.5K
$846K
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.22K+ 4.66% |
$58.2K - $58.9K
|
27.3K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
61.2K+ 5.97% |
$2.93M - $2.96M
|
1.09M
$52.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
320+ 83.55% |
$15.3K - $15.5K
|
703
$33.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.5K+ 12.95% |
$1.17M - $1.19M
|
213K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.31K+ 8.05% |
$350K - $354K
|
98.1K
$4.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-2.52K- 5.84% |
$121K - $122K
|
40.6K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3.06K- 6.21% |
$146K - $148K
|
46.3K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.4K+ 20.21% |
$1.65M - $1.67M
|
205K
$9.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.17M+ 29.9% |
$55.8M - $56.4M
|
5.06M
$244M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 12.08% |
$610K - $617K
|
118K
$5.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
870+ 30.49% |
$41.6K - $42.1K
|
3.72K
$179K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
51.2K+ 6.73% |
$2.45M - $2.48M
|
812K
$39.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-178- 4.07% |
$8.52K - $8.62K
|
4.2K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.51K+ 4.28% |
$216K - $218K
|
110K
$5.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.81K- 4.68% |
$230K - $233K
|
97.9K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.79K+ 18.85% |
$229K - $232K
|
30.2K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.5K+ 16.68% |
$791K - $801K
|
116K
$5.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
201+ 9.73% |
$9.62K - $9.73K
|
2.27K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
213KNew |
$10.2M - $10.3M
|
213K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
38.8K+ 14.23% |
$1.86M - $1.88M
|
312K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
13+ 0.08% |
$622 - $630
|
16.3K
$785K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.58KNew |
$363K - $367K
|
7.58K
$365K
|
|