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 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.23% |
$814 - $823
|
7.35K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
13+ 0.08% |
$622 - $630
|
16.3K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 1.59% |
$95.7 - $96.9
|
128
$6.17K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2+ 0.01% |
$95.7 - $96.9
|
15.9K
$768K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1New |
$47.9 - $48.4
|
1
$48.2
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.7% |
$47.9 - $48.4
|
143
$6.89K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
744KNew |
$35.1M - $35.7M
|
744K
$35.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
211KNew |
$9.92M - $10.1M
|
211K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119KNew |
$5.59M - $5.7M
|
119K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.3KNew |
$2.18M - $2.22M
|
46.3K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 20.26% |
$1.01M - $1.03M
|
127K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.8K+ 34.43% |
$836K - $853K
|
69.3K
$3.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.7K+ 93.8% |
$788K - $803K
|
34.6K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12.3K+ 3.53% |
$579K - $590K
|
361K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.74KNew |
$459K - $468K
|
9.74K
$470K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.25K+ 18.65% |
$341K - $348K
|
46.1K
$2.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.83K+ 8.33% |
$275K - $280K
|
75.9K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.82KNew |
$274K - $279K
|
5.82K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 29.55% |
$226K - $230K
|
21K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.38KNew |
$206K - $210K
|
4.38K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.1K+ 476.92% |
$146K - $149K
|
3.75K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 1361.48% |
$86.6K - $88.2K
|
1.97K
$95.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.55K+ 1.93% |
$72.9K - $74.3K
|
81.6K
$3.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
930New |
$43.8K - $44.6K
|
930
$44.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
729New |
$34.3K - $35K
|
729
$35.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
418New |
$19.7K - $20.1K
|
418
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344New |
$16.2K - $16.5K
|
344
$16.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153New |
$7.2K - $7.35K
|
153
$7.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2New |
$94.2 - $96
|
2
$96.4
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$47.1 - $48
|
1
$48.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
37.2K+ 15.3% |
$1.74M - $1.77M
|
281K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
36.6KNew |
$1.71M - $1.74M
|
36.6K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9KNew |
$1.44M - $1.47M
|
30.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$1.12M - $1.14M
|
23.9K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.4KNew |
$1.05M - $1.06M
|
22.4K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 16.87% |
$550K - $559K
|
81.5K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$318K - $323K
|
6.8K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.27KNew |
$246K - $251K
|
5.27K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.22KNew |
$244K - $248K
|
5.22K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.8KNew |
$177K - $180K
|
3.8K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92KNew |
$89.7K - $91.3K
|
1.92K
$92.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
817New |
$38.2K - $38.8K
|
817
$39.4K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249New |
$11.6K - $11.8K
|
249
$12K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
199New |
$9.3K - $9.46K
|
199
$9.59K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$3.08K - $3.14K
|
66
$3.18K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.1KNew |
$705K - $721K
|
15.1K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$477K - $488K
|
10.2K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.03K+ 90.55% |
$375K - $384K
|
16.9K
$814K
|
|