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 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
760K+ 192929.44% |
$35.8M - $36.5M
|
761K
$36.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
744KNew |
$35.1M - $35.7M
|
744K
$35.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
702K+ 26.06% |
$33.1M - $33.7M
|
3.4M
$164M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
627K+ 20.68% |
$29.5M - $30.1M
|
3.66M
$177M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
606KNew |
$28.5M - $29.1M
|
606K
$29.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
565KNew |
$26.6M - $27.1M
|
565K
$27.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
461K+ 31.22% |
$21.7M - $22.1M
|
1.94M
$93.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
413K+ 11.86% |
$19.5M - $19.8M
|
3.9M
$188M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
301K+ 110.09% |
$14.2M - $14.4M
|
574K
$27.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
248K+ 54.56% |
$11.7M - $11.9M
|
701K
$33.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
247K+ 74.06% |
$11.6M - $11.8M
|
579K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
225K+ 191.38% |
$10.6M - $10.8M
|
343K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
211KNew |
$9.92M - $10.1M
|
211K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
200K+ 28.85% |
$9.4M - $9.58M
|
891K
$43M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
150K+ 5.15% |
$7.08M - $7.22M
|
3.07M
$148M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
129K+ 82.97% |
$6.1M - $6.22M
|
286K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
122K+ 364.12% |
$5.74M - $5.85M
|
155K
$7.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119KNew |
$5.59M - $5.7M
|
119K
$5.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
108K+ 13.03% |
$5.07M - $5.16M
|
933K
$45M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
106K+ 9.8% |
$5.01M - $5.11M
|
1.19M
$57.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
94.6K+ 258.84% |
$4.46M - $4.54M
|
131K
$6.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87K+ 15.42% |
$4.1M - $4.18M
|
651K
$31.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
86.5K+ 21.97% |
$4.07M - $4.15M
|
480K
$23.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
84.2K+ 63.25% |
$3.97M - $4.04M
|
217K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
77.4KNew |
$3.64M - $3.72M
|
77.4K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
61.6K+ 40.57% |
$2.9M - $2.96M
|
213K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
60.7K+ 2.68% |
$2.86M - $2.91M
|
2.33M
$112M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.5K+ 22.79% |
$2.75M - $2.81M
|
315K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.6K+ 18.11% |
$2.71M - $2.76M
|
375K
$18.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
53.2K+ 4.47% |
$2.5M - $2.55M
|
1.24M
$60M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.7K+ 5.34% |
$2.44M - $2.48M
|
1.02M
$49.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
51.3K+ 11.92% |
$2.41M - $2.46M
|
482K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
48.8K+ 45.79% |
$2.3M - $2.34M
|
155K
$7.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
48.6K+ 120.11% |
$2.29M - $2.33M
|
89K
$4.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
47.3K+ 95.28% |
$2.23M - $2.27M
|
96.9K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.3KNew |
$2.18M - $2.22M
|
46.3K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
46K+ 27.91% |
$2.17M - $2.21M
|
211K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
43K+ 40.74% |
$2.02M - $2.06M
|
148K
$7.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
41.5K+ 20.32% |
$1.96M - $1.99M
|
246K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.5K+ 37.62% |
$1.95M - $1.99M
|
152K
$7.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
41.5K+ 4.52% |
$1.95M - $1.99M
|
960K
$46.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.3K+ 97.78% |
$1.85M - $1.89M
|
79.6K
$3.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
38.4K+ 34.52% |
$1.81M - $1.84M
|
150K
$7.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
38.3K+ 2.9% |
$1.8M - $1.84M
|
1.36M
$65.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37.6K+ 4.21% |
$1.77M - $1.8M
|
930K
$44.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
36.4KNew |
$1.71M - $1.75M
|
36.4K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
36.3K+ 13.37% |
$1.71M - $1.74M
|
308K
$14.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
35.7K+ 92.73% |
$1.68M - $1.71M
|
74.2K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.2KNew |
$1.66M - $1.69M
|
35.2K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.9K+ 43.55% |
$1.64M - $1.68M
|
115K
$5.55M
|