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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.1K+ 476.92% |
$146K - $149K
|
3.75K
$181K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-6.12K- 52.11% |
$288K - $294K
|
5.63K
$271K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.3K - $35K
|
729
$35.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-107- 20.5% |
$5.04K - $5.14K
|
415
$20K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.81K- 35.67% |
$368K - $375K
|
14.1K
$679K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
211KNew |
$9.92M - $10.1M
|
211K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
418New |
$19.7K - $20.1K
|
418
$20.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.83K+ 8.33% |
$275K - $280K
|
75.9K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.53K- 15.23% |
$71.8K - $73.2K
|
8.49K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-456- 2.98% |
$21.5K - $21.9K
|
14.9K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12.3K+ 3.53% |
$579K - $590K
|
361K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
744KNew |
$35.1M - $35.7M
|
744K
$35.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-103- 66.03% |
$4.85K - $4.95K
|
53
$2.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.8K+ 34.43% |
$836K - $853K
|
69.3K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$47.1 - $48
|
1
$48.2
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 20.26% |
$1.01M - $1.03M
|
127K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.33K- 4.13% |
$110K - $112K
|
54.1K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3K- 14.37% |
$141K - $144K
|
17.9K
$861K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7- 0.01% |
$330 - $336
|
53.8K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119KNew |
$5.59M - $5.7M
|
119K
$5.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.82KNew |
$274K - $279K
|
5.82K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
930New |
$43.8K - $44.6K
|
930
$44.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 30.68% |
$98.4K - $100K
|
4.76K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$1.12M - $1.14M
|
23.9K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 16.87% |
$550K - $559K
|
81.5K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.4KNew |
$1.05M - $1.06M
|
22.4K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249New |
$11.6K - $11.8K
|
249
$12K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92KNew |
$89.7K - $91.3K
|
1.92K
$92.5K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.8KNew |
$177K - $180K
|
3.8K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$318K - $323K
|
6.8K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9KNew |
$1.44M - $1.47M
|
30.9K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.27KNew |
$246K - $251K
|
5.27K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
36.6KNew |
$1.71M - $1.74M
|
36.6K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$3.08K - $3.14K
|
66
$3.18K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.7K- 86.42% |
$173K - $176K
|
581
$28K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
199New |
$9.3K - $9.46K
|
199
$9.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-512- 5.0% |
$23.9K - $24.3K
|
9.72K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.22KNew |
$244K - $248K
|
5.22K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
817New |
$38.2K - $38.8K
|
817
$39.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28- 0.65% |
$1.31K - $1.33K
|
4.29K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.29K- 17.63% |
$107K - $109K
|
10.7K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 3.65% |
$90K - $91.6K
|
50.8K
$2.45M
|
|
| Q4 2024 | |||||||
|
Oct 27, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-4- 0.05% |
$187 - $191
|
8.12K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 9.67% |
$3.46K - $3.54K
|
691
$33.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.23K- 62.7% |
$338K - $345K
|
4.3K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.46K- 11.91% |
$68.2K - $69.7K
|
10.8K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.8KNew |
$365K - $373K
|
7.8K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.1KNew |
$705K - $721K
|
15.1K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$61.5K
|
|