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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
9.91K+ 11.81% |
$474K - $480K
|
93.8K
$4.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.39K+ 23.49% |
$449K - $455K
|
49.3K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.29KNew |
$445K - $450K
|
9.29K
$448K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.08KNew |
$435K - $440K
|
9.08K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.07K+ 8.45% |
$434K - $439K
|
116K
$5.61M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8.99K+ 7.04% |
$430K - $435K
|
137K
$6.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.72KNew |
$417K - $422K
|
8.72K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.57K+ 2.01% |
$410K - $415K
|
434K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.48K+ 96.84% |
$406K - $411K
|
17.2K
$831K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.25K+ 24.31% |
$395K - $399K
|
42.2K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.84KNew |
$375K - $380K
|
7.84K
$378K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.72K+ 1.39% |
$369K - $374K
|
562K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.58KNew |
$363K - $367K
|
7.58K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.55K+ 18.35% |
$361K - $366K
|
48.7K
$2.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.32K+ 23.22% |
$350K - $354K
|
38.8K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.31K+ 8.05% |
$350K - $354K
|
98.1K
$4.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
6.32K+ 1.71% |
$302K - $306K
|
376K
$18.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.28K+ 86.53% |
$301K - $304K
|
13.5K
$653K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.88K+ 10.11% |
$281K - $285K
|
64.1K
$3.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 3.76% |
$281K - $284K
|
162K
$7.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
5.87K+ 29.52% |
$281K - $284K
|
25.7K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
5.76K+ 9.9% |
$275K - $279K
|
63.9K
$3.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.56K+ 5.61% |
$266K - $269K
|
105K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.49K+ 329.55% |
$263K - $266K
|
7.15K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.09K+ 6.53% |
$244K - $247K
|
83.1K
$4.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.02K+ 49.12% |
$240K - $243K
|
15.2K
$734K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.84K+ 3.59% |
$232K - $234K
|
139K
$6.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.79K+ 18.85% |
$229K - $232K
|
30.2K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.75KNew |
$227K - $230K
|
4.75K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.68K+ 3.47% |
$224K - $227K
|
139K
$6.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.51K+ 4.28% |
$216K - $218K
|
110K
$5.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.44K+ 85.25% |
$213K - $215K
|
9.66K
$465K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$209K - $211K
|
4.37K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.33K+ 10302.38% |
$207K - $210K
|
4.37K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.25K+ 3.21% |
$203K - $206K
|
136K
$6.57M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.18K+ 9.72% |
$200K - $202K
|
47.2K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.61K+ 39.65% |
$173K - $175K
|
12.7K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.33KNew |
$159K - $161K
|
3.33K
$160K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.23K+ 9.01% |
$155K - $157K
|
39.1K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.6K+ 18.83% |
$124K - $126K
|
16.4K
$791K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.54K+ 1.2% |
$121K - $123K
|
213K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.46K+ 2.23% |
$118K - $119K
|
113K
$5.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.43K+ 28.12% |
$116K - $118K
|
11.1K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.42K+ 3.61% |
$116K - $117K
|
69.7K
$3.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.4K+ 20.93% |
$115K - $116K
|
13.9K
$670K
|
|