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 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.02M+ 61.23% |
$47.8M - $48.7M
|
2.69M
$128M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
218K+ 10.64% |
$10.2M - $10.4M
|
2.27M
$108M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109K+ 109.17% |
$5.08M - $5.17M
|
208K
$9.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
92K+ 379.32% |
$4.3M - $4.38M
|
116K
$5.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
63.8K+ 91.96% |
$2.98M - $3.03M
|
133K
$6.33M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33.7K+ 30.63% |
$1.57M - $1.6M
|
144K
$6.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25.5K+ 35.1% |
$1.19M - $1.21M
|
98K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23.6K+ 7.65% |
$1.11M - $1.12M
|
333K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
18.9K+ 6.05% |
$884K - $899K
|
331K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 3.29% |
$676K - $687K
|
454K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
11.6K+ 8.18% |
$540K - $550K
|
153K
$7.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11.5K+ 4.42% |
$537K - $546K
|
271K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10.2K+ 2.92% |
$478K - $486K
|
361K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$477K - $486K
|
10.2K
$486K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.5K+ 0.66% |
$350K - $357K
|
1.15M
$54.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
7.22K+ 1.99% |
$337K - $343K
|
369K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.82KNew |
$272K - $277K
|
5.82K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.13K+ 4.87% |
$240K - $244K
|
110K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.24KNew |
$198K - $201K
|
4.24K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.19K+ 81.82% |
$196K - $199K
|
9.32K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.1K+ 44.55% |
$192K - $195K
|
13.3K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.59K+ 3.39% |
$168K - $171K
|
110K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 13.78% |
$158K - $160K
|
27.9K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.36K+ 8.28% |
$157K - $160K
|
44K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.28K+ 8.7% |
$153K - $156K
|
41K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.19K+ 1.35% |
$149K - $152K
|
239K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.3K+ 22.95% |
$108K - $109K
|
12.3K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.3K+ 2.74% |
$107K - $109K
|
86K
$4.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.72K+ 2.35% |
$80.5K - $81.9K
|
75.1K
$3.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 8.65% |
$54.6K - $55.5K
|
14.7K
$698K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
686+ 40.12% |
$32.1K - $32.6K
|
2.4K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
663+ 5.88% |
$31K - $31.5K
|
11.9K
$568K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
650New |
$30.4K - $30.9K
|
650
$30.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
252+ 0.57% |
$11.8K - $12K
|
44.1K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 0.1% |
$7.9K - $8.04K
|
167K
$7.92M
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.1M+ 6120.69% |
$192M - $196M
|
4.17M
$198M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
955K+ 47.2% |
$44.6M - $45.7M
|
2.98M
$142M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
710KNew |
$33.2M - $33.9M
|
710K
$33.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
651K+ 39.31% |
$30.5M - $31.1M
|
2.31M
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
549KNew |
$25.6M - $26.2M
|
549K
$26.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
509KNew |
$23.8M - $24.3M
|
509K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
487KNew |
$22.8M - $23.3M
|
487K
$23.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
370K+ 43.0% |
$17.3M - $17.7M
|
1.23M
$58.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
322K+ 13.45% |
$15M - $15.4M
|
2.71M
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
297KNew |
$13.9M - $14.2M
|
297K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
284K+ 47.55% |
$13.3M - $13.6M
|
881K
$41.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
281KNew |
$13.1M - $13.4M
|
281K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
263K+ 2402.16% |
$12.3M - $12.6M
|
274K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
255KNew |
$11.9M - $12.2M
|
255K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
243K+ 43.03% |
$11.4M - $11.6M
|
809K
$38.5M
|
|