Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
744KNew |
$35.1M - $35.7M
|
744K
$35.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
702K+ 26.06% |
$33.1M - $33.7M
|
3.4M
$163M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
565KNew |
$26.6M - $27.1M
|
565K
$27.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
248K+ 54.56% |
$11.7M - $11.9M
|
701K
$33.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
247K+ 74.06% |
$11.6M - $11.8M
|
579K
$27.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
129K+ 82.97% |
$6.1M - $6.22M
|
286K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119KNew |
$5.59M - $5.7M
|
119K
$5.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
94.6K+ 258.84% |
$4.46M - $4.54M
|
131K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
86.5K+ 21.97% |
$4.07M - $4.15M
|
480K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
84.2K+ 63.25% |
$3.97M - $4.04M
|
217K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
53.2K+ 4.47% |
$2.5M - $2.55M
|
1.24M
$59.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
48.8K+ 45.79% |
$2.3M - $2.34M
|
155K
$7.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
41.5K+ 20.32% |
$1.96M - $1.99M
|
246K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
36.3K+ 13.37% |
$1.71M - $1.74M
|
308K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30K+ 8.59% |
$1.41M - $1.44M
|
379K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
27.6K+ 67.42% |
$1.3M - $1.33M
|
68.6K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.5K+ 32.77% |
$1.25M - $1.27M
|
107K
$5.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.1KNew |
$1.23M - $1.25M
|
26.1K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
23.4K+ 7.05% |
$1.1M - $1.12M
|
355K
$17M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.5K+ 6.41% |
$1.06M - $1.08M
|
374K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 20.26% |
$1.01M - $1.03M
|
127K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.8K+ 34.43% |
$836K - $853K
|
69.3K
$3.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.5K+ 6.35% |
$826K - $842K
|
294K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
16.4K+ 51.92% |
$771K - $786K
|
47.9K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
15.1K+ 3.38% |
$711K - $725K
|
463K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
13.4K+ 9.32% |
$633K - $645K
|
158K
$7.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.6K+ 4.69% |
$592K - $604K
|
281K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12.3K+ 3.53% |
$579K - $590K
|
361K
$17.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.3K+ 27.86% |
$577K - $588K
|
56.3K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11.7K+ 3.23% |
$549K - $560K
|
373K
$17.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
11.1K+ 8.18% |
$520K - $531K
|
146K
$7.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 7.04% |
$481K - $491K
|
155K
$7.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.21K+ 6.02% |
$434K - $442K
|
162K
$7.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9KNew |
$424K - $432K
|
9K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.98K+ 3.76% |
$423K - $431K
|
248K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.78K+ 0.68% |
$366K - $373K
|
1.16M
$55.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.47K+ 2.91% |
$352K - $359K
|
264K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7K+ 4.2% |
$330K - $336K
|
174K
$8.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.82K+ 3.94% |
$321K - $327K
|
180K
$8.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.76K+ 15.99% |
$318K - $324K
|
49K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.47K+ 23.55% |
$305K - $311K
|
33.9K
$1.63M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.17K+ 3.88% |
$290K - $296K
|
165K
$7.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.82KNew |
$274K - $279K
|
5.82K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.47K+ 4.15% |
$257K - $262K
|
137K
$6.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.32KNew |
$251K - $256K
|
5.32K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.2K+ 16.84% |
$245K - $250K
|
36.1K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.13K+ 36.15% |
$241K - $246K
|
19.3K
$926K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.98K+ 5.08% |
$235K - $239K
|
103K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.94K+ 84.88% |
$233K - $237K
|
10.8K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.72K+ 10.41% |
$222K - $227K
|
50.1K
$2.4M
|