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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.51KNew |
$212K - $216K
|
4.51K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.5K+ 42.36% |
$211K - $215K
|
15.1K
$707K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.45K+ 29.03% |
$209K - $213K
|
19.8K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.43K+ 18.5% |
$208K - $212K
|
28.4K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.35K+ 3.53% |
$204K - $208K
|
128K
$5.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.29K+ 29.01% |
$202K - $205K
|
19.1K
$893K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.23KNew |
$199K - $202K
|
4.23K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.2KNew |
$197K - $201K
|
4.2K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 1.45% |
$184K - $188K
|
275K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.81K+ 13.13% |
$179K - $182K
|
32.9K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.77K+ 7.17% |
$177K - $180K
|
56.3K
$2.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.71K+ 77.58% |
$174K - $177K
|
8.49K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 21.02% |
$163K - $166K
|
20K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.15K+ 1.42% |
$148K - $151K
|
225K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.12K+ 1092.98% |
$146K - $149K
|
3.4K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.07KNew |
$144K - $147K
|
3.07K
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.72K+ 25.96% |
$128K - $130K
|
13.2K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 4.62% |
$128K - $130K
|
61.6K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 35.43% |
$116K - $118K
|
9.47K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 9.12% |
$105K - $107K
|
26.8K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.2K+ 32.99% |
$103K - $105K
|
8.87K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.17K+ 5.22% |
$102K - $104K
|
43.8K
$2.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.03KNew |
$95.5K - $97.2K
|
2.03K
$95.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.01K+ 0.78% |
$94.5K - $96.2K
|
261K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 16.49% |
$90.1K - $91.8K
|
13.5K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.86K+ 4.86% |
$87.5K - $89K
|
40.1K
$1.88M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.61K+ 2.93% |
$75.5K - $76.9K
|
56.5K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 15.48% |
$62.5K - $63.6K
|
9.92K
$464K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.28K+ 17.88% |
$60.1K - $61.1K
|
8.43K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.19K+ 3.85% |
$55.8K - $56.8K
|
32K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.16K+ 4.2% |
$54.3K - $55.3K
|
28.7K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.13K+ 5.84% |
$53K - $54K
|
20.5K
$958K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.09K+ 12.21% |
$51.2K - $52.1K
|
10K
$469K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.02K+ 0.84% |
$48.1K - $48.9K
|
123K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$47K - $47.8K
|
1K
$46.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
931+ 4.47% |
$43.8K - $44.5K
|
21.8K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
915+ 1.15% |
$43K - $43.8K
|
80.5K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
787+ 1788.64% |
$37K - $37.7K
|
831
$38.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
780+ 6.14% |
$36.7K - $37.3K
|
13.5K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
702+ 8.38% |
$33K - $33.6K
|
9.08K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
689+ 2.93% |
$32.4K - $33K
|
24.2K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
653+ 0.45% |
$30.7K - $31.2K
|
145K
$6.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606+ 9.79% |
$28.5K - $29K
|
6.79K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
605+ 4.3% |
$28.4K - $28.9K
|
14.7K
$687K
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
531+ 0.3% |
$25K - $25.4K
|
179K
$8.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
529+ 10.31% |
$24.9K - $25.3K
|
5.66K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
507+ 12.37% |
$23.8K - $24.3K
|
4.61K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
437+ 0.8% |
$20.5K - $20.9K
|
55.3K
$2.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
371+ 1.11% |
$17.4K - $17.7K
|
33.9K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
308+ 5.5% |
$14.5K - $14.7K
|
5.91K
$277K
|