Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.02M+ 61.23% |
$47.8M - $48.7M
|
2.69M
$128M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
218K+ 10.64% |
$10.2M - $10.4M
|
2.27M
$108M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109K+ 109.17% |
$5.08M - $5.17M
|
208K
$9.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
92K+ 379.32% |
$4.3M - $4.38M
|
116K
$5.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
63.8K+ 91.96% |
$2.98M - $3.03M
|
133K
$6.33M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33.7K+ 30.63% |
$1.57M - $1.6M
|
144K
$6.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25.5K+ 35.1% |
$1.19M - $1.21M
|
98K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23.6K+ 7.65% |
$1.11M - $1.12M
|
333K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
18.9K+ 6.05% |
$884K - $899K
|
331K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 3.29% |
$676K - $687K
|
454K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
11.6K+ 8.18% |
$540K - $550K
|
153K
$7.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11.5K+ 4.42% |
$537K - $546K
|
271K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10.2K+ 2.92% |
$478K - $486K
|
361K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$477K - $486K
|
10.2K
$486K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.5K+ 0.66% |
$350K - $357K
|
1.15M
$54.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
7.22K+ 1.99% |
$337K - $343K
|
369K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.82KNew |
$272K - $277K
|
5.82K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.13K+ 4.87% |
$240K - $244K
|
110K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.24KNew |
$198K - $201K
|
4.24K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.19K+ 81.82% |
$196K - $199K
|
9.32K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.1K+ 44.55% |
$192K - $195K
|
13.3K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.59K+ 3.39% |
$168K - $171K
|
110K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 13.78% |
$158K - $160K
|
27.9K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.36K+ 8.28% |
$157K - $160K
|
44K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.28K+ 8.7% |
$153K - $156K
|
41K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.19K+ 1.35% |
$149K - $152K
|
239K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.3K+ 22.95% |
$108K - $109K
|
12.3K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.3K+ 2.74% |
$107K - $109K
|
86K
$4.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.72K+ 2.35% |
$80.5K - $81.9K
|
75.1K
$3.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 8.65% |
$54.6K - $55.5K
|
14.7K
$698K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
686+ 40.12% |
$32.1K - $32.6K
|
2.4K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
663+ 5.88% |
$31K - $31.5K
|
11.9K
$568K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
650New |
$30.4K - $30.9K
|
650
$30.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
252+ 0.57% |
$11.8K - $12K
|
44.1K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 0.1% |
$7.9K - $8.04K
|
167K
$7.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 5.21% |
$11K - $11.2K
|
4.28K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-937- 13.81% |
$43.8K - $44.6K
|
5.85K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 7.74% |
$69.8K - $71K
|
17.8K
$847K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 3.65% |
$90K - $91.6K
|
50.8K
$2.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.53K- 6.28% |
$165K - $168K
|
52.6K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-3.97K- 1.13% |
$186K - $189K
|
349K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.11K- 2.28% |
$192K - $196K
|
177K
$8.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-11.8K- 21.18% |
$553K - $563K
|
44.1K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22.3K- 30.98% |
$1.04M - $1.06M
|
49.7K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-34.1K- 2.78% |
$1.59M - $1.62M
|
1.19M
$56.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-381K- 79.72% |
$17.8M - $18.1M
|
96.9K
$4.61M
|