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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
875+ 2.96% |
$40.9K - $41.6K
|
30.4K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
872+ 1.1% |
$40.8K - $41.5K
|
80.1K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
829+ 0.56% |
$38.7K - $39.4K
|
148K
$7.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
817New |
$38.2K - $38.8K
|
817
$39.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
801+ 13.23% |
$37.4K - $38.1K
|
6.86K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
686+ 1.73% |
$32.1K - $32.6K
|
40.2K
$1.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
650New |
$30.4K - $30.9K
|
650
$31.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
480+ 10.84% |
$22.4K - $22.8K
|
4.91K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
437+ 27.18% |
$20.4K - $20.8K
|
2.05K
$98K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430+ 4777.78% |
$20.1K - $20.4K
|
439
$21K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
409+ 1.03% |
$19.1K - $19.4K
|
40.2K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
365+ 3.8% |
$17.1K - $17.4K
|
9.96K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
345+ 2.24% |
$16.1K - $16.4K
|
15.8K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
305+ 0.94% |
$14.3K - $14.5K
|
32.8K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
250+ 0.75% |
$11.7K - $11.9K
|
33.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249New |
$11.6K - $11.8K
|
249
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
200+ 0.59% |
$9.35K - $9.51K
|
33.8K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
199New |
$9.3K - $9.46K
|
199
$9.54K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
143+ 1.29% |
$6.68K - $6.8K
|
11.2K
$538K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
142New |
$6.64K - $6.75K
|
142
$6.81K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
95+ 0.45% |
$4.44K - $4.52K
|
21K
$1.01M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
85+ 0.14% |
$3.97K - $4.04K
|
62.9K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$3.08K - $3.14K
|
66
$3.16K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
60+ 1.26% |
$2.8K - $2.85K
|
4.83K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38+ 0.21% |
$1.78K - $1.81K
|
18.4K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 0.52% |
$1.4K - $1.43K
|
5.85K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
9+ 0.32% |
$421 - $428
|
2.82K
$135K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
106KNew |
$4.93M - $5.04M
|
106K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
62.7K+ 6.35% |
$2.93M - $3M
|
1.05M
$50.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.8KNew |
$1.16M - $1.19M
|
24.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20.2K+ 15.36% |
$945K - $966K
|
152K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$834K - $852K
|
17.8K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.1KNew |
$705K - $721K
|
15.1K
$723K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12.6KNew |
$589K - $602K
|
12.6K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$477K - $488K
|
10.2K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.12KNew |
$380K - $388K
|
8.12K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.03K+ 90.55% |
$375K - $384K
|
16.9K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.8KNew |
$365K - $373K
|
7.8K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.75KNew |
$269K - $275K
|
5.75K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.84KNew |
$86K - $87.9K
|
1.84K
$88.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$61.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
860New |
$40.2K - $41.1K
|
860
$41.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.1K - $34.8K
|
729
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
552New |
$25.8K - $26.4K
|
552
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
522New |
$24.4K - $25K
|
522
$25K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
388+ 30.74% |
$18.1K - $18.5K
|
1.65K
$79.1K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
286+ 1.82% |
$13.4K - $13.7K
|
16K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
260New |
$12.2K - $12.4K
|
260
$12.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$9.82K - $10K
|
210
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$8.56K - $8.75K
|
183
$8.77K
|
|