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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20.2K+ 15.36% |
$945K - $966K
|
152K
$7.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19.9K+ 13.24% |
$930K - $951K
|
170K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.9K+ 42.31% |
$928K - $949K
|
66.8K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 37.06% |
$881K - $901K
|
69.7K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.6K+ 184.72% |
$871K - $891K
|
28.7K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$837K - $856K
|
17.9K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$834K - $852K
|
17.8K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 23.58% |
$756K - $773K
|
84.7K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.1KNew |
$705K - $721K
|
15.1K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 6.77% |
$691K - $707K
|
233K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.7KNew |
$687K - $703K
|
14.7K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
14.4K+ 211.42% |
$673K - $688K
|
21.2K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14.1K+ 39.94% |
$661K - $676K
|
49.5K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.6K+ 13.6% |
$589K - $602K
|
105K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.4K+ 43.63% |
$579K - $592K
|
40.8K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.3K+ 50.17% |
$574K - $587K
|
36.7K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.8K+ 5.54% |
$554K - $566K
|
226K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
11.3KNew |
$528K - $539K
|
11.3K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1KNew |
$518K - $530K
|
11.1K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
11K+ 8.99% |
$516K - $528K
|
134K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.7KNew |
$500K - $511K
|
10.7K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$477K - $488K
|
10.2K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.74K+ 7.41% |
$455K - $466K
|
141K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.66K+ 8.43% |
$452K - $462K
|
124K
$5.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.54KNew |
$446K - $456K
|
9.54K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.52K+ 2.22% |
$445K - $455K
|
439K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.15KNew |
$428K - $437K
|
9.15K
$432K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.53KNew |
$399K - $408K
|
8.53K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.19K+ 8.96% |
$383K - $391K
|
99.5K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.12KNew |
$380K - $388K
|
8.12K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.05K+ 27.57% |
$377K - $385K
|
37.3K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.03K+ 90.55% |
$375K - $384K
|
16.9K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.93K+ 6.21% |
$371K - $379K
|
136K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.89K+ 1.44% |
$369K - $377K
|
557K
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.87K+ 3.22% |
$368K - $376K
|
252K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.8KNew |
$365K - $373K
|
7.8K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.77KNew |
$363K - $372K
|
7.77K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.69K+ 3.77% |
$360K - $368K
|
212K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.59K+ 80.12% |
$355K - $363K
|
17.1K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
7.52K+ 15.59% |
$352K - $360K
|
55.8K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.45KNew |
$348K - $356K
|
7.45K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.36K+ 2.3% |
$344K - $352K
|
328K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.27K+ 11.31% |
$340K - $348K
|
71.6K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 13.71% |
$335K - $343K
|
59.5K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.17KNew |
$335K - $343K
|
7.17K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.03K+ 3.04% |
$329K - $336K
|
238K
$11.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.88K+ 3.85% |
$322K - $329K
|
186K
$8.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.37K+ 26.3% |
$298K - $304K
|
30.6K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.22K+ 11.04% |
$291K - $297K
|
62.5K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 46.32% |
$286K - $292K
|
19.3K
$912K
|