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 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
264+ 0.41% |
$12.4K - $12.6K
|
64.7K
$3.03M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
228+ 21.25% |
$10.7K - $10.9K
|
1.3K
$60.9K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220New |
$10.3K - $10.5K
|
220
$10.3K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
209New |
$9.82K - $10K
|
209
$9.79K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
193New |
$9.07K - $9.23K
|
193
$9.04K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 0.44% |
$6.63K - $6.75K
|
32.2K
$1.51M
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
71+ 0.97% |
$3.34K - $3.4K
|
7.42K
$347K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
63+ 0.52% |
$2.96K - $3.01K
|
12.2K
$573K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27+ 0.55% |
$1.27K - $1.29K
|
4.95K
$232K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.22% |
$752 - $765
|
7.28K
$341K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$423 - $431
|
9
$421
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 0.96% |
$282 - $287
|
629
$29.4K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
501K+ 31.79% |
$23.4M - $23.6M
|
2.08M
$97.3M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.85M - $2.88M
|
61.2K
$2.86M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
43.7K+ 19.66% |
$2.04M - $2.06M
|
266K
$12.5M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
16.8K+ 143.12% |
$782K - $791K
|
28.5K
$1.33M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.2KNew |
$707K - $715K
|
15.2K
$710K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.9KNew |
$648K - $656K
|
13.9K
$651K
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.4KNew |
$627K - $634K
|
13.4K
$629K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 11.55% |
$474K - $480K
|
98.3K
$4.6M
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.32KNew |
$248K - $251K
|
5.32K
$249K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$207K - $209K
|
4.43K
$207K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.29KNew |
$200K - $202K
|
4.29K
$201K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 2.93% |
$181K - $183K
|
136K
$6.38M
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.62K+ 14.23% |
$75.6K - $76.4K
|
13K
$609K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$61.2K - $61.9K
|
1.31K
$61.5K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
665+ 9.74% |
$31K - $31.4K
|
7.49K
$351K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
441New |
$20.6K - $20.8K
|
441
$20.6K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.82% |
$11.5K - $11.6K
|
30.4K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
239New |
$11.1K - $11.3K
|
239
$11.2K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
137New |
$6.39K - $6.46K
|
137
$6.41K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
135New |
$6.3K - $6.37K
|
135
$6.32K
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.22% |
$326 - $330
|
581
$27.2K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.6KNew |
$498K - $502K
|
10.6K
$499K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.78K+ 10.2% |
$410K - $414K
|
94.8K
$4.44M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.86KNew |
$321K - $324K
|
6.86K
$321K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.24K+ 30.52% |
$152K - $153K
|
13.9K
$649K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.33K+ 31.15% |
$109K - $110K
|
9.81K
$459K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.5KNew |
$70.4K - $71K
|
1.5K
$70.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 3.11% |
$58.3K - $58.8K
|
41.3K
$1.93M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
646New |
$30.2K - $30.5K
|
646
$30.2K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11New |
$515 - $519
|
11
$515
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
14.9K+ 15.74% |
$689K - $702K
|
110K
$5.14M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 8.97% |
$523K - $534K
|
138K
$6.45M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.7KNew |
$263K - $268K
|
5.7K
$267K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.98K+ 12.53% |
$230K - $235K
|
44.7K
$2.09M
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.74KNew |
$219K - $223K
|
4.74K
$222K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$199K - $203K
|
4.3K
$202K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11KNew |
$190K - $193K
|
4.11K
$192K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.18KNew |
$100K - $102K
|
2.18K
$102K
|