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 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.66K- 4.66% |
$415K - $420K
|
177K
$8.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.79K- 13.45% |
$85.6K - $86.6K
|
11.5K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.89K- 23.87% |
$90.2K - $91.3K
|
6.01K
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23.5K+ 24.21% |
$1.12M - $1.14M
|
120K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-630- 0.12% |
$30.2K - $30.5K
|
518K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.27K+ 7.17% |
$60.6K - $61.3K
|
18.9K
$913K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.1K+ 6.68% |
$3.26M - $3.3M
|
1.09M
$52.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.11% |
$3.06K - $3.1K
|
56.5K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
19.1K+ 39.02% |
$915K - $926K
|
68.1K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 6.65% |
$57.5K - $58.2K
|
16.9K
$813K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.25K+ 24.31% |
$395K - $399K
|
42.2K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
265K+ 40.76% |
$12.7M - $12.9M
|
917K
$44.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 38.52% |
$508K - $514K
|
38.1K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.84K+ 3.59% |
$232K - $234K
|
139K
$6.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-85- 1.6% |
$4.07K - $4.12K
|
5.24K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
34.4K+ 9.22% |
$1.64M - $1.66M
|
407K
$19.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
779+ 2.61% |
$37.3K - $37.7K
|
30.6K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-535- 2.15% |
$25.6K - $25.9K
|
24.3K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
211KNew |
$10.1M - $10.2M
|
211K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-602- 0.51% |
$28.8K - $29.2K
|
118K
$5.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
34.8K+ 54.5% |
$1.67M - $1.69M
|
98.7K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 1.08% |
$861 - $872
|
1.69K
$81.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-1.41K- 5.43% |
$67.3K - $68.1K
|
24.5K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.4K+ 12.99% |
$1.74M - $1.77M
|
317K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26.8KNew |
$1.28M - $1.3M
|
26.8K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.9K+ 16.01% |
$807K - $817K
|
122K
$5.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-284- 5.85% |
$13.6K - $13.8K
|
4.57K
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
124KNew |
$5.93M - $6M
|
124K
$5.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.72K+ 1.39% |
$369K - $374K
|
562K
$27.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.07K+ 8.45% |
$434K - $439K
|
116K
$5.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 4.26% |
$86.1K - $87.2K
|
44.1K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
57.7KNew |
$2.76M - $2.8M
|
57.7K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$8.54M - $8.64M
|
178K
$8.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-470- 0.81% |
$22.5K - $22.8K
|
57.7K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
606K+ 17.86% |
$29M - $29.4M
|
4M
$193M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3K+ 26.54% |
$588K - $595K
|
58.6K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 4.12% |
$528K - $535K
|
279K
$13.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
32.5K+ 43.83% |
$1.56M - $1.57M
|
107K
$5.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 58.88% |
$915K - $926K
|
51.6K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.39K+ 23.49% |
$449K - $455K
|
49.3K
$2.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 1.28% |
$95K - $96.2K
|
157K
$7.59M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30.9K+ 21.97% |
$1.48M - $1.49M
|
171K
$8.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-3.62K- 2.42% |
$173K - $175K
|
146K
$7.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34K+ 5.87% |
$1.63M - $1.65M
|
614K
$29.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
36.6K+ 10.33% |
$1.75M - $1.77M
|
391K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.33K- 6.52% |
$207K - $210K
|
62.1K
$2.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$481K - $487K
|
10.1K
$485K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
85+ 1.43% |
$4.07K - $4.12K
|
6.01K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
21.7K+ 31.65% |
$1.04M - $1.05M
|
90.3K
$4.35M
|
|