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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-93- 0.28% |
$4.45K - $4.5K
|
32.9K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 0.03% |
$957 - $969
|
72.8K
$3.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$640K - $648K
|
157K
$7.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.4K+ 1.0% |
$66.8K - $67.6K
|
141K
$6.82M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
23K+ 25.52% |
$1.1M - $1.11M
|
113K
$5.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 157.76% |
$495K - $501K
|
16.9K
$815K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 6.06% |
$80.7K - $81.7K
|
29.5K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 936.71% |
$5.18M - $5.24M
|
120K
$5.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.29KNew |
$445K - $450K
|
9.29K
$448K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
97.6K+ 4.2% |
$4.67M - $4.73M
|
2.42M
$117M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.53K- 36.96% |
$121K - $122K
|
4.31K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.23% |
$814 - $823
|
7.35K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.95K- 6.04% |
$333K - $337K
|
108K
$5.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-341- 2.57% |
$16.3K - $16.5K
|
12.9K
$624K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
153K+ 97.36% |
$7.34M - $7.43M
|
311K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
315New |
$15.1K - $15.3K
|
315
$15.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.46K- 11.94% |
$69.6K - $70.5K
|
10.7K
$517K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
665K+ 55.81% |
$31.8M - $32.2M
|
1.86M
$89.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36K+ 8.7% |
$1.72M - $1.74M
|
449K
$21.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 3.76% |
$281K - $284K
|
162K
$7.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
57.6K+ 15.39% |
$2.76M - $2.79M
|
432K
$20.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.6K+ 18.83% |
$124K - $126K
|
16.4K
$791K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.32K+ 23.22% |
$350K - $354K
|
38.8K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98+ 0.6% |
$4.69K - $4.75K
|
16.5K
$794K
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
79.4K+ 32.31% |
$3.8M - $3.85M
|
325K
$15.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
33.5K+ 30.49% |
$1.6M - $1.62M
|
143K
$6.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
29.5K+ 8.33% |
$1.41M - $1.43M
|
383K
$18.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11.9K+ 7.43% |
$570K - $577K
|
172K
$8.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
96.3K+ 10.04% |
$4.61M - $4.67M
|
1.06M
$50.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.8K+ 9.3% |
$2.14M - $2.17M
|
526K
$25.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-2.54K- 4.08% |
$122K - $123K
|
59.8K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
69.4K+ 52.93% |
$3.32M - $3.36M
|
201K
$9.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
278+ 0.72% |
$13.3K - $13.5K
|
38.8K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-607- 1.68% |
$29.1K - $29.4K
|
35.5K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.1K+ 265.34% |
$1.01M - $1.02M
|
29K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-9K- 41.61% |
$431K - $436K
|
12.6K
$609K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.1K+ 14.4% |
$1.87M - $1.89M
|
311K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
23.5K+ 52.87% |
$1.13M - $1.14M
|
68K
$3.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.68K+ 3.47% |
$224K - $227K
|
139K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9KNew |
$811K - $820K
|
16.9K
$816K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-5.85KClosed |
$280K - $283K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 8.95% |
$875K - $885K
|
222K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.21K- 13.44% |
$106K - $107K
|
14.2K
$686K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
172K+ 12.67% |
$8.23M - $8.33M
|
1.53M
$73.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
57.6K+ 10.12% |
$2.75M - $2.79M
|
626K
$30.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.08KNew |
$435K - $440K
|
9.08K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.82K- 35.61% |
$135K - $137K
|
5.1K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.48K+ 96.84% |
$406K - $411K
|
17.2K
$831K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-639- 4.07% |
$30.6K - $30.9K
|
15.1K
$726K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-30- 0.38% |
$1.44K - $1.45K
|
7.83K
$377K
|
|