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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
38.9K+ 12.43% |
$1.82M - $1.85M
|
352K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
38.4K+ 8.18% |
$1.8M - $1.83M
|
508K
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
37.4K+ 30.16% |
$1.75M - $1.78M
|
161K
$7.74M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
37.2K+ 15.3% |
$1.74M - $1.77M
|
281K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
36.6KNew |
$1.71M - $1.74M
|
36.6K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33.7K+ 30.63% |
$1.57M - $1.6M
|
144K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32K+ 178.52% |
$1.49M - $1.52M
|
49.9K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
31K+ 416.23% |
$1.45M - $1.48M
|
38.5K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9KNew |
$1.44M - $1.47M
|
30.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 3.17% |
$1.39M - $1.41M
|
968K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.38M - $1.4M
|
29.5K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.4K+ 6.86% |
$1.28M - $1.3M
|
427K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
26.7KNew |
$1.25M - $1.27M
|
26.7K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 8.73% |
$1.19M - $1.21M
|
318K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
24.8K+ 11.28% |
$1.16M - $1.18M
|
245K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24.3K+ 12789.47% |
$1.14M - $1.16M
|
24.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$1.12M - $1.14M
|
23.9K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 9.95% |
$1.09M - $1.1M
|
257K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
22.9K+ 182.13% |
$1.07M - $1.09M
|
35.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.4KNew |
$1.05M - $1.06M
|
22.4K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.8K+ 32.73% |
$1.02M - $1.04M
|
88.5K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.6K+ 7.86% |
$1.01M - $1.02M
|
296K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.4K+ 7.73% |
$951K - $968K
|
284K
$13.6M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
18.6K+ 8.05% |
$872K - $887K
|
250K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18K+ 4.36% |
$839K - $854K
|
430K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17.8K+ 31.6% |
$834K - $848K
|
74.3K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 19.31% |
$765K - $778K
|
101K
$4.85M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.3K+ 64.76% |
$714K - $727K
|
38.9K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 38.88% |
$677K - $689K
|
51.8K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7K+ 21.96% |
$642K - $653K
|
76.3K
$3.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
13.3K+ 2.74% |
$621K - $632K
|
499K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 9.6% |
$608K - $619K
|
149K
$7.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.9K+ 35.06% |
$602K - $612K
|
49.6K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.8K+ 3.38% |
$599K - $609K
|
391K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.27% |
$583K - $594K
|
394K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 16.87% |
$550K - $559K
|
81.5K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.7KNew |
$549K - $558K
|
11.7K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 7.19% |
$516K - $525K
|
165K
$7.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11K+ 1.25% |
$515K - $524K
|
892K
$42.8M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.9KNew |
$511K - $520K
|
10.9K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$505K - $514K
|
10.8K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 26.18% |
$499K - $508K
|
51.5K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3K+ 7.62% |
$479K - $488K
|
145K
$6.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.2K+ 9.29% |
$479K - $487K
|
120K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.2K+ 8.73% |
$479K - $487K
|
128K
$6.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$477K - $486K
|
10.2K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 12.68% |
$424K - $431K
|
80.6K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.53K+ 3.23% |
$399K - $406K
|
273K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.48K+ 12.7% |
$396K - $403K
|
75.3K
$3.61M
|