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 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.06KNew |
$283K - $290K
|
6.06K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.06KNew |
$283K - $289K
|
6.06K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.77K+ 84.9% |
$270K - $276K
|
12.6K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.75KNew |
$269K - $275K
|
5.75K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.74K+ 14.29% |
$268K - $274K
|
45.9K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.61K+ 2682.78% |
$262K - $268K
|
5.82K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
5.13KNew |
$240K - $245K
|
5.13K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.08K+ 2.2% |
$238K - $243K
|
236K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.07K+ 15.42% |
$237K - $242K
|
37.9K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.94K+ 49.55% |
$231K - $236K
|
14.9K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.91K+ 18.78% |
$229K - $234K
|
31K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
4.9KNew |
$229K - $234K
|
4.9K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.83K+ 25.52% |
$226K - $231K
|
23.7K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 31.71% |
$224K - $229K
|
19.9K
$939K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.78K+ 64.42% |
$223K - $228K
|
12.2K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
4.59KNew |
$215K - $219K
|
4.59K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.51KNew |
$211K - $216K
|
4.51K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.5KNew |
$210K - $215K
|
4.5K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.36K+ 12.02% |
$204K - $208K
|
40.6K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.24KNew |
$198K - $203K
|
4.24K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04K+ 12.97% |
$189K - $193K
|
35.2K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.86K+ 28.53% |
$181K - $185K
|
17.4K
$822K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.83K+ 19.4% |
$179K - $183K
|
23.6K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.76K+ 4.7% |
$176K - $180K
|
83.7K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.7K+ 636.14% |
$173K - $177K
|
4.28K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.6K+ 2.84% |
$168K - $172K
|
131K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.54K+ 6.41% |
$166K - $169K
|
58.8K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.38K+ 12.06% |
$158K - $161K
|
31.4K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.31K+ 18.79% |
$155K - $158K
|
20.9K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.17K+ 9.35% |
$148K - $151K
|
37K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 7.11% |
$143K - $147K
|
46.2K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 15.16% |
$142K - $145K
|
23K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.03K+ 33.32% |
$141K - $145K
|
12.1K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3K+ 101.94% |
$140K - $143K
|
5.94K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 13.49% |
$136K - $139K
|
24.5K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.89K+ 40.49% |
$135K - $138K
|
10K
$473K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.81KNew |
$132K - $134K
|
2.81K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.48K+ 1.59% |
$116K - $119K
|
159K
$7.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 5.11% |
$107K - $110K
|
47.1K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 1.56% |
$105K - $108K
|
147K
$6.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.13K+ 2.99% |
$99.7K - $102K
|
73.4K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.11K+ 4.81% |
$98.5K - $101K
|
45.9K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09K+ 19.07% |
$97.8K - $100K
|
13.1K
$617K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.84KNew |
$86K - $87.9K
|
1.84K
$86.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.83K+ 7.44% |
$85.6K - $87.5K
|
26.4K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 1.88% |
$72.3K - $73.9K
|
83.9K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$59.7K - $61K
|
1.28K
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.21K+ 1.97% |
$56.7K - $58K
|
62.8K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.19KNew |
$55.6K - $56.9K
|
1.19K
$56.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.17K+ 13.89% |
$54.7K - $55.9K
|
9.6K
$453K
|