Latest Institutional Sells of Dimensional ETF Tr Short Durat (DFSD)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-84.3K- 33.19% |
$4.06M - $4.09M
|
170K
$8.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76.8K- 21.87% |
$3.7M - $3.73M
|
274K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30.6K- 58.17% |
$1.47M - $1.48M
|
22K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-11.5K- 53.45% |
$555K - $559K
|
10K
$484K
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-4.99K- 8.64% |
$240K - $242K
|
52.7K
$2.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.7K- 13.89% |
$226K - $228K
|
29.2K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.19K- 4.97% |
$105K - $106K
|
41.9K
$2.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.06K- 4.24% |
$51.2K - $51.5K
|
24K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-123- 0.45% |
$5.92K - $5.97K
|
27.5K
$1.33M
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-260K- 45.36% |
$12.5M - $12.6M
|
313K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-177K- 51.69% |
$8.48M - $8.58M
|
165K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-132K- 35.14% |
$6.31M - $6.39M
|
244K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-46.5K- 21.91% |
$2.22M - $2.25M
|
166K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38K- 27.17% |
$1.82M - $1.84M
|
102K
$4.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-33.3K- 2.6% |
$1.59M - $1.61M
|
1.25M
$60.1M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-24.4K- 45.36% |
$1.17M - $1.18M
|
29.4K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 3.74% |
$520K - $526K
|
280K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-9K- 41.61% |
$431K - $436K
|
12.6K
$609K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.66K- 4.66% |
$415K - $420K
|
177K
$8.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.95K- 6.04% |
$333K - $337K
|
108K
$5.21M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-6.26K- 16.76% |
$300K - $303K
|
31.1K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-5.85KClosed |
$280K - $283K
|
0
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.37K- 6.52% |
$257K - $260K
|
77K
$3.71M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.27K- 11.27% |
$252K - $255K
|
41.5K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.01K- 14.99% |
$240K - $243K
|
28.4K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.81K- 4.68% |
$230K - $233K
|
97.9K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.71K- 25.05% |
$225K - $228K
|
14.1K
$679K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.33K- 6.52% |
$207K - $210K
|
62.1K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.18K- 85.91% |
$200K - $202K
|
685
$33K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.03K- 1.16% |
$193K - $195K
|
343K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-4K- 57.96% |
$191K - $194K
|
2.9K
$140K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-3.62K- 2.42% |
$173K - $175K
|
146K
$7.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3.06K- 6.21% |
$146K - $148K
|
46.3K
$2.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.97K- 11.29% |
$142K - $144K
|
23.3K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.82K- 35.61% |
$135K - $137K
|
5.1K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-2.54K- 4.08% |
$122K - $123K
|
59.8K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.53K- 36.96% |
$121K - $122K
|
4.31K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-2.52K- 5.84% |
$121K - $122K
|
40.6K
$1.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.21K- 13.44% |
$106K - $107K
|
14.2K
$686K
|
|
|
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
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.79K- 13.45% |
$85.6K - $86.6K
|
11.5K
$555K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.38K- 23.59% |
$66K - $66.8K
|
4.47K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.28K- 3.65% |
$61.4K - $62.1K
|
33.9K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 6.65% |
$57.5K - $58.2K
|
16.9K
$813K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-820- 30.21% |
$39.2K - $39.7K
|
1.89K
$91.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-711- 4.88% |
$34K - $34.4K
|
13.9K
$669K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-667- 13.03% |
$31.9K - $32.3K
|
4.45K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-639- 1.55% |
$30.6K - $30.9K
|
40.5K
$1.95M
|
|
|
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 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-630- 0.12% |
$30.2K - $30.5K
|
518K
$25M
|
|