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 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42.6K+ 28.07% |
$2.04M - $2.06M
|
194K
$9.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41.5K+ 4.47% |
$1.99M - $2.01M
|
971K
$46.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
40.9K+ 26.34% |
$1.96M - $1.98M
|
196K
$9.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39.1K+ 25.19% |
$1.87M - $1.89M
|
194K
$9.37M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.1K+ 14.4% |
$1.87M - $1.89M
|
311K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
38.8K+ 14.23% |
$1.86M - $1.88M
|
312K
$15M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
36.6K+ 10.33% |
$1.75M - $1.77M
|
391K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.4K+ 12.99% |
$1.74M - $1.77M
|
317K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
36.1K+ 5.15% |
$1.73M - $1.75M
|
737K
$35.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36K+ 8.7% |
$1.72M - $1.74M
|
449K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
34.8K+ 54.5% |
$1.67M - $1.69M
|
98.7K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.4K+ 20.21% |
$1.65M - $1.67M
|
205K
$9.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
34.4K+ 9.22% |
$1.64M - $1.66M
|
407K
$19.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34K+ 5.87% |
$1.63M - $1.65M
|
614K
$29.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
33.5K+ 30.49% |
$1.6M - $1.62M
|
143K
$6.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33.5K+ 14.15% |
$1.6M - $1.62M
|
270K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
32.5K+ 43.83% |
$1.56M - $1.57M
|
107K
$5.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
30.9K+ 64.53% |
$1.48M - $1.5M
|
78.8K
$3.8M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30.9K+ 21.97% |
$1.48M - $1.49M
|
171K
$8.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30.7K+ 86.94% |
$1.47M - $1.49M
|
66.1K
$3.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
29.5K+ 8.33% |
$1.41M - $1.43M
|
383K
$18.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.1KNew |
$1.39M - $1.41M
|
29.1K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.5K+ 8.93% |
$1.32M - $1.33M
|
335K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26.8KNew |
$1.28M - $1.3M
|
26.8K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
26.4K+ 12.05% |
$1.26M - $1.28M
|
245K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
25.9K+ 2.24% |
$1.24M - $1.25M
|
1.18M
$57M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.8K+ 71.73% |
$1.24M - $1.25M
|
61.8K
$2.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
25.7K+ 6.77% |
$1.23M - $1.24M
|
405K
$19.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.5K+ 12.95% |
$1.17M - $1.19M
|
213K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24.3K+ 80.97% |
$1.16M - $1.18M
|
54.3K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 46.19% |
$1.16M - $1.17M
|
76.6K
$3.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
23.5K+ 52.87% |
$1.13M - $1.14M
|
68K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23.5K+ 24.21% |
$1.12M - $1.14M
|
120K
$5.8M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
23K+ 25.52% |
$1.1M - $1.11M
|
113K
$5.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.4K+ 12.44% |
$1.07M - $1.08M
|
202K
$9.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
22K+ 13.38% |
$1.05M - $1.06M
|
186K
$8.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
21.7K+ 31.65% |
$1.04M - $1.05M
|
90.3K
$4.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.6K+ 24.32% |
$1.04M - $1.05M
|
111K
$5.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.1K+ 265.34% |
$1.01M - $1.02M
|
29K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
20.8K+ 356.41% |
$995K - $1.01M
|
26.6K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$984K - $996K
|
20.6K
$991K
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
20.4K+ 4.06% |
$976K - $988K
|
523K
$25.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 662.49% |
$964K - $975K
|
23.2K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.7K+ 21.28% |
$943K - $954K
|
112K
$5.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 6.19% |
$933K - $944K
|
334K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
19.1K+ 39.02% |
$915K - $926K
|
68.1K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 58.88% |
$915K - $926K
|
51.6K
$2.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 8.95% |
$875K - $885K
|
222K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
17K+ 11.64% |
$815K - $824K
|
163K
$7.87M
|
|