Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
760K+ 192929.44% |
$35.8M - $36.5M
|
761K
$36.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
744KNew |
$35.1M - $35.7M
|
744K
$35.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
702K+ 26.06% |
$33.1M - $33.7M
|
3.4M
$163M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
565KNew |
$26.6M - $27.1M
|
565K
$27.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
413K+ 11.86% |
$19.5M - $19.8M
|
3.9M
$187M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
248K+ 54.56% |
$11.7M - $11.9M
|
701K
$33.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
247K+ 74.06% |
$11.6M - $11.8M
|
579K
$27.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
211KNew |
$9.92M - $10.1M
|
211K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
160KNew |
$7.55M - $7.69M
|
160K
$7.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
129K+ 82.97% |
$6.1M - $6.22M
|
286K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119KNew |
$5.59M - $5.7M
|
119K
$5.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
94.6K+ 258.84% |
$4.46M - $4.54M
|
131K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
86.5K+ 21.97% |
$4.07M - $4.15M
|
480K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
84.2K+ 63.25% |
$3.97M - $4.04M
|
217K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
77.4KNew |
$3.64M - $3.72M
|
77.4K
$3.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
60.7K+ 2.68% |
$2.86M - $2.91M
|
2.33M
$111M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
53.2K+ 4.47% |
$2.5M - $2.55M
|
1.24M
$59.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
48.8K+ 45.79% |
$2.3M - $2.34M
|
155K
$7.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
48.6K+ 120.11% |
$2.29M - $2.33M
|
89K
$4.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
46K+ 27.91% |
$2.17M - $2.21M
|
211K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
43K+ 40.74% |
$2.02M - $2.06M
|
148K
$7.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
41.5K+ 20.32% |
$1.96M - $1.99M
|
246K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.5K+ 37.62% |
$1.95M - $1.99M
|
152K
$7.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
38.3K+ 2.9% |
$1.8M - $1.84M
|
1.36M
$65M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37.6K+ 4.21% |
$1.77M - $1.8M
|
930K
$44.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
36.3K+ 13.37% |
$1.71M - $1.74M
|
308K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.9K+ 43.55% |
$1.64M - $1.68M
|
115K
$5.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30K+ 8.59% |
$1.41M - $1.44M
|
379K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
27.6K+ 67.42% |
$1.3M - $1.33M
|
68.6K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
26.6K+ 285.24% |
$1.25M - $1.28M
|
35.9K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.5K+ 32.77% |
$1.25M - $1.27M
|
107K
$5.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.1KNew |
$1.23M - $1.25M
|
26.1K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
23.4K+ 7.05% |
$1.1M - $1.12M
|
355K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
23.2K+ 9.45% |
$1.09M - $1.11M
|
268K
$12.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.5K+ 6.41% |
$1.06M - $1.08M
|
374K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 20.26% |
$1.01M - $1.03M
|
127K
$6.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
19.7K+ 5.0% |
$927K - $945K
|
413K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.8K+ 34.43% |
$836K - $853K
|
69.3K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.5K+ 6.35% |
$826K - $842K
|
294K
$14.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17.3K+ 23.02% |
$816K - $832K
|
92.6K
$4.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
16.4K+ 51.92% |
$771K - $786K
|
47.9K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
15.5K+ 6.05% |
$729K - $744K
|
271K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
15.1K+ 3.38% |
$711K - $725K
|
463K
$22.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.4K+ 53.88% |
$679K - $692K
|
41.2K
$1.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
14.3K+ 6.41% |
$671K - $684K
|
237K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
14.2K+ 5.67% |
$668K - $681K
|
264K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
13.4K+ 9.32% |
$633K - $645K
|
158K
$7.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.6K+ 4.69% |
$592K - $604K
|
281K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12.3K+ 3.53% |
$579K - $590K
|
361K
$17.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.3K+ 27.86% |
$577K - $588K
|
56.3K
$2.7M
|