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 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
|
|
|
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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9KNew |
$811K - $820K
|
16.9K
$816K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.9K+ 16.01% |
$807K - $817K
|
122K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.5K+ 16.68% |
$791K - $801K
|
116K
$5.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
15.9K+ 68.62% |
$762K - $771K
|
39.1K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15K+ 298.47% |
$718K - $727K
|
20K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 27.17% |
$717K - $725K
|
70.1K
$3.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
14.7K+ 2.95% |
$703K - $711K
|
513K
$24.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
14.5KNew |
$696K - $704K
|
14.5K
$700K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
13.9K+ 5.26% |
$665K - $673K
|
278K
$13.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
13.6K+ 4.78% |
$653K - $661K
|
299K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
13.4K+ 13.38% |
$640K - $648K
|
113K
$5.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$640K - $648K
|
157K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1K+ 62.27% |
$629K - $636K
|
34.2K
$1.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13K+ 7.89% |
$623K - $631K
|
178K
$8.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 12.08% |
$610K - $617K
|
118K
$5.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.6K+ 3.06% |
$603K - $610K
|
424K
$20.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
12.3K+ 4.67% |
$590K - $597K
|
276K
$13.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3K+ 26.54% |
$588K - $595K
|
58.6K
$2.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
11.9K+ 1.34% |
$572K - $579K
|
903K
$43.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11.9K+ 7.43% |
$570K - $577K
|
172K
$8.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.1K+ 7.27% |
$533K - $540K
|
164K
$7.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 4.12% |
$528K - $535K
|
279K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11K+ 10.65% |
$525K - $531K
|
114K
$5.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 38.52% |
$508K - $514K
|
38.1K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 157.76% |
$495K - $501K
|
16.9K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$481K - $487K
|
10.1K
$485K
|
|