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 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.15KNew |
$428K - $437K
|
9.15K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.31K+ 18.79% |
$155K - $158K
|
20.9K
$991K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.6K+ 184.72% |
$871K - $891K
|
28.7K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
640+ 64.0% |
$29.9K - $30.6K
|
1.64K
$77.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.9K+ 42.31% |
$928K - $949K
|
66.8K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-76- 12.08% |
$3.55K - $3.63K
|
553
$26.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138K+ 85.61% |
$6.44M - $6.58M
|
298K
$14.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.2K- 68.45% |
$709K - $725K
|
6.99K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.16K- 8.37% |
$241K - $247K
|
56.5K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
22.9K+ 17.35% |
$1.07M - $1.09M
|
155K
$7.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.78K+ 64.42% |
$223K - $228K
|
12.2K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
732+ 4.99% |
$34.2K - $35K
|
15.4K
$730K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.8K+ 12.13% |
$1.58M - $1.62M
|
313K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
11K+ 8.99% |
$516K - $528K
|
134K
$6.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$834K - $852K
|
17.8K
$844K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.6K+ 2.84% |
$168K - $172K
|
131K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
7.52K+ 15.59% |
$352K - $360K
|
55.8K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.66K+ 8.43% |
$452K - $462K
|
124K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-284- 1.59% |
$13.3K - $13.6K
|
17.5K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
263K+ 2402.16% |
$12.3M - $12.6M
|
274K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.19K+ 8.96% |
$383K - $391K
|
99.5K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
190New |
$8.88K - $9.08K
|
190
$9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
388+ 30.74% |
$18.1K - $18.5K
|
1.65K
$78.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 1.88% |
$72.3K - $73.9K
|
83.9K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
26.3K+ 31.27% |
$1.23M - $1.26M
|
110K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
37.7KNew |
$1.76M - $1.8M
|
37.7K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21.4K+ 28.59% |
$1M - $1.02M
|
96.4K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
42.3K+ 19.44% |
$1.98M - $2.02M
|
260K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-21- 0.04% |
$982 - $1K
|
53.8K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
37.3K+ 54.39% |
$1.74M - $1.78M
|
106K
$5.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
703+ 11.56% |
$32.9K - $33.6K
|
6.79K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 31.71% |
$224K - $229K
|
19.9K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
140K+ 113.38% |
$6.54M - $6.69M
|
263K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 5.1% |
$5.19K - $5.31K
|
2.29K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.37K+ 26.3% |
$298K - $304K
|
30.6K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.03K+ 3.04% |
$329K - $336K
|
238K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
30.7K+ 19.6% |
$1.44M - $1.47M
|
187K
$8.88M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
353KNew |
$16.5M - $16.8M
|
353K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
5.13KNew |
$240K - $245K
|
5.13K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
24.2K+ 50.13% |
$1.13M - $1.16M
|
72.6K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
143K+ 33.89% |
$6.67M - $6.82M
|
564K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41.2K+ 20.64% |
$1.93M - $1.97M
|
241K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
20.7KNew |
$970K - $992K
|
20.7K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
896+ 3.13% |
$41.9K - $42.8K
|
29.6K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
243K+ 43.03% |
$11.4M - $11.6M
|
809K
$38.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
710KNew |
$33.2M - $33.9M
|
710K
$33.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
651K+ 39.31% |
$30.5M - $31.1M
|
2.31M
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
60.4K+ 10.33% |
$2.82M - $2.89M
|
645K
$30.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 4.96% |
$150K - $153K
|
61.5K
$2.91M
|