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 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
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.78K+ 2.33% |
$276K - $280K
|
254K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
5.76K+ 9.9% |
$275K - $279K
|
63.9K
$3.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.73K+ 2.0% |
$274K - $277K
|
292K
$14.1M
|
|
|
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 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.78K+ 4.39% |
$229K - $232K
|
114K
$5.48M
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.66K+ 17.13% |
$175K - $177K
|
25.1K
$1.21M
|
|
|
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 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.25K+ 6.9% |
$156K - $157K
|
50.3K
$2.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.23K+ 9.01% |
$155K - $157K
|
39.1K
$1.89M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 9.53% |
$141K - $143K
|
33.9K
$1.63M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.28K+ 0.24% |
$109K - $111K
|
959K
$46.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.22K+ 2.3% |
$106K - $108K
|
98.9K
$4.77M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
2.17K+ 1.75% |
$104K - $105K
|
126K
$6.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.16K+ 13.25% |
$103K - $105K
|
18.5K
$890K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 13.65% |
$103K - $104K
|
17.9K
$861K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.04K+ 3.6% |
$97.7K - $98.8K
|
58.8K
$2.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.01K+ 0.95% |
$96.1K - $97.2K
|
214K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 1.28% |
$95K - $96.2K
|
157K
$7.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 9.27% |
$93.8K - $94.9K
|
23.1K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
1.86K+ 0.63% |
$89.1K - $90.1K
|
296K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 4.26% |
$86.1K - $87.2K
|
44.1K
$2.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 6.06% |
$80.7K - $81.7K
|
29.5K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.69K+ 8.74% |
$80.7K - $81.7K
|
21K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.62K+ 19.84% |
$77.4K - $78.4K
|
9.77K
$471K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.62K+ 15.01% |
$77.3K - $78.2K
|
12.4K
$596K
|
|