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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
68KNew |
$3.18M - $3.25M
|
68K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.45KNew |
$348K - $356K
|
7.45K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.74K+ 7.41% |
$455K - $466K
|
141K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-3.25K- 6.59% |
$152K - $155K
|
46.1K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
71.1K+ 38.76% |
$3.33M - $3.4M
|
255K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.83K+ 7.44% |
$85.6K - $87.5K
|
26.4K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
509KNew |
$23.8M - $24.3M
|
509K
$24.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19.9K+ 13.24% |
$930K - $951K
|
170K
$8.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.8KNew |
$1.16M - $1.19M
|
24.8K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
932+ 4.89% |
$43.6K - $44.5K
|
20K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
721+ 15.65% |
$33.7K - $34.5K
|
5.33K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
28.9K+ 105.79% |
$1.35M - $1.38M
|
56.2K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.91K+ 18.78% |
$229K - $234K
|
31K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.58K- 26.03% |
$74K - $75.7K
|
4.5K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-368- 0.92% |
$17.2K - $17.6K
|
39.8K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.7K+ 636.14% |
$173K - $177K
|
4.28K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.54KNew |
$446K - $456K
|
9.54K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
117KNew |
$5.48M - $5.61M
|
117K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
106KNew |
$4.93M - $5.04M
|
106K
$5M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
28.1K+ 6.14% |
$1.31M - $1.34M
|
485K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
52.7KNew |
$2.46M - $2.52M
|
52.7K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.03K+ 90.55% |
$375K - $384K
|
16.9K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.61K+ 2682.78% |
$262K - $268K
|
5.82K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-616- 12.43% |
$28.8K - $29.4K
|
4.34K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
39.5KNew |
$1.85M - $1.89M
|
39.5K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
558+ 3.14% |
$26.1K - $26.7K
|
18.4K
$869K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-2.51K- 8.01% |
$117K - $120K
|
28.8K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$9.82K - $10K
|
210
$9.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-64- 0.48% |
$2.99K - $3.06K
|
13.4K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.11K+ 4.81% |
$98.5K - $101K
|
45.9K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.99K- 1.28% |
$93.1K - $95.2K
|
154K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.93K+ 6.21% |
$371K - $379K
|
136K
$6.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.38% |
$1.31K - $1.34K
|
7.31K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.15K+ 8.53% |
$53.7K - $54.9K
|
14.6K
$693K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43K+ 554.24% |
$2.01M - $2.06M
|
50.8K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14.1K+ 39.94% |
$661K - $676K
|
49.5K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 46.32% |
$286K - $292K
|
19.3K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
53.2K+ 14.81% |
$2.49M - $2.54M
|
412K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.7KNew |
$500K - $511K
|
10.7K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.89K+ 1.44% |
$369K - $377K
|
557K
$26.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-45.2K- 20.82% |
$2.11M - $2.16M
|
172K
$8.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.89K- 6.24% |
$135K - $138K
|
43.4K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
35.1K+ 1.74% |
$1.64M - $1.68M
|
2.05M
$96.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.9K- 85.29% |
$1.3M - $1.33M
|
4.81K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-49K- 2.45% |
$2.29M - $2.34M
|
1.95M
$92.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-79.3K- 30.32% |
$3.71M - $3.79M
|
182K
$8.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.17K+ 13.89% |
$54.7K - $55.9K
|
9.6K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.83K+ 25.52% |
$226K - $231K
|
23.7K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 15.16% |
$142K - $145K
|
23K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.6K+ 5.9% |
$1.25M - $1.27M
|
478K
$22.6M
|