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
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.53K+ 1.79% |
$119K - $122K
|
144K
$6.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.4K+ 5.69% |
$113K - $115K
|
44.5K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.2K+ 36.39% |
$104K - $106K
|
8.25K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19K+ 4.96% |
$103K - $105K
|
46.3K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.11K+ 10.0% |
$99.3K - $101K
|
23.2K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.1K+ 46.93% |
$98.7K - $101K
|
6.56K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.48K+ 9.16% |
$69.8K - $71.2K
|
17.7K
$847K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
930New |
$43.8K - $44.6K
|
930
$44.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
745+ 2.96% |
$35.1K - $35.8K
|
25.9K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
384+ 29.47% |
$18.1K - $18.4K
|
1.69K
$80.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
205+ 1.4% |
$9.65K - $9.84K
|
14.9K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
145+ 6.05% |
$6.83K - $6.96K
|
2.54K
$122K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
114+ 2.21% |
$5.37K - $5.47K
|
5.28K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
69+ 0.88% |
$3.25K - $3.31K
|
7.9K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
30+ 0.61% |
$1.41K - $1.44K
|
4.96K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 0.66% |
$1.32K - $1.34K
|
4.26K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
13+ 0.18% |
$612 - $624
|
7.33K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 0.9% |
$235 - $240
|
561
$26.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$47.1 - $48
|
1
$47.9
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
725K+ 31.4% |
$33.9M - $34.5M
|
3.03M
$145M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
505K+ 16.97% |
$23.6M - $24M
|
3.48M
$167M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
447KNew |
$20.9M - $21.2M
|
447K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
317K+ 131.76% |
$14.8M - $15.1M
|
558K
$26.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
277K+ 34.18% |
$12.9M - $13.2M
|
1.09M
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
268K+ 181.05% |
$12.5M - $12.7M
|
415K
$19.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
262K+ 46.39% |
$12.2M - $12.4M
|
826K
$39.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
218K+ 10.64% |
$10.2M - $10.4M
|
2.27M
$109M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205K+ 7.56% |
$9.58M - $9.75M
|
2.92M
$140M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
154K+ 37.46% |
$7.19M - $7.31M
|
564K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
148K+ 18.99% |
$6.92M - $7.04M
|
927K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
134K+ 78.94% |
$6.28M - $6.39M
|
305K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
122KNew |
$5.7M - $5.8M
|
122K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 290.03% |
$4.9M - $4.98M
|
141K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.2K+ 35.68% |
$4.5M - $4.58M
|
366K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
92.9KNew |
$4.34M - $4.42M
|
92.9K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
92K+ 379.32% |
$4.3M - $4.38M
|
116K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
92K+ 81.9% |
$4.3M - $4.37M
|
204K
$9.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
88.6K+ 7.2% |
$4.14M - $4.21M
|
1.32M
$63.2M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
81.4K+ 27.46% |
$3.81M - $3.87M
|
378K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.3K+ 5.22% |
$3.42M - $3.48M
|
1.48M
$70.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 4.23% |
$3.36M - $3.42M
|
1.77M
$84.9M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
68.6K+ 116.62% |
$3.21M - $3.26M
|
127K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
67.3K+ 32.19% |
$3.15M - $3.2M
|
276K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
61.4K+ 7.16% |
$2.87M - $2.92M
|
918K
$44M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.9K+ 50.16% |
$2.66M - $2.71M
|
170K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
53.8K+ 31.95% |
$2.52M - $2.56M
|
222K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
49.3K+ 237.75% |
$2.31M - $2.35M
|
70.1K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
46.8K+ 7.25% |
$2.19M - $2.22M
|
692K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44.9K+ 1.73% |
$2.1M - $2.13M
|
2.64M
$126M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
40.4KNew |
$1.89M - $1.92M
|
40.4K
$1.94M
|
|