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
|
Private Advisor Group, LLC
|
BUY
|
- |
7.85K+ 9.35% |
$367K - $373K
|
91.8K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$353K - $360K
|
7.56K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.3K+ 42.79% |
$341K - $347K
|
24.4K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
7.22K+ 1.99% |
$337K - $343K
|
369K
$17.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.17K+ 850.18% |
$335K - $341K
|
8.01K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.88K+ 3.25% |
$322K - $327K
|
219K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$318K - $323K
|
6.8K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.4K+ 13.85% |
$299K - $304K
|
52.6K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26K+ 31.22% |
$292K - $298K
|
26.3K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.25K+ 24.75% |
$292K - $297K
|
31.5K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.24KNew |
$292K - $297K
|
6.24K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.83KNew |
$273K - $277K
|
5.83K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.82KNew |
$272K - $277K
|
5.82K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 20.96% |
$271K - $276K
|
33.5K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.27KNew |
$246K - $251K
|
5.27K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.22KNew |
$244K - $248K
|
5.22K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.13K+ 4.87% |
$240K - $244K
|
110K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.91K+ 2.56% |
$230K - $234K
|
197K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55K+ 9.65% |
$213K - $216K
|
51.7K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.45K+ 16.84% |
$208K - $212K
|
30.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.34K+ 24.72% |
$203K - $206K
|
21.9K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.28KNew |
$200K - $203K
|
4.28K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.26KNew |
$199K - $203K
|
4.26K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.19K+ 81.82% |
$196K - $199K
|
9.32K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.13K+ 5.44% |
$193K - $197K
|
80.1K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.1K+ 44.55% |
$192K - $195K
|
13.3K
$638K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.01K+ 88.9% |
$187K - $190K
|
8.51K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.96K+ 29.57% |
$185K - $188K
|
17.3K
$831K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.88K+ 36.28% |
$181K - $184K
|
14.6K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.87K+ 10.21% |
$181K - $184K
|
41.8K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.8KNew |
$177K - $180K
|
3.8K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.78K+ 13.18% |
$177K - $180K
|
32.5K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.74K+ 1.48% |
$175K - $178K
|
256K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.59K+ 3.39% |
$168K - $171K
|
110K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 13.78% |
$158K - $160K
|
27.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.08K+ 10.07% |
$144K - $146K
|
33.7K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.06K+ 1.8% |
$143K - $145K
|
173K
$8.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.66K+ 1.46% |
$124K - $126K
|
185K
$8.86M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.21K+ 50.88% |
$103K - $105K
|
6.55K
$314K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.12K+ 5.86% |
$98.9K - $101K
|
38.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 6.64% |
$97.4K - $99.1K
|
33.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07KNew |
$96.9K - $98.6K
|
2.07K
$99.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92KNew |
$89.7K - $91.3K
|
1.92K
$92K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.72K+ 22.1% |
$80.3K - $81.7K
|
9.49K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.36K+ 29.68% |
$63.7K - $64.8K
|
5.95K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.32K+ 10.82% |
$61.7K - $62.7K
|
13.5K
$648K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 10.41% |
$56.7K - $57.7K
|
12.9K
$617K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.17K+ 5.54% |
$54.8K - $55.8K
|
22.4K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
998+ 16.46% |
$46.6K - $47.5K
|
7.06K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
958+ 16.12% |
$44.8K - $45.6K
|
6.9K
$331K
|