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
$129M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
725K+ 31.4% |
$33.9M - $34.5M
|
3.03M
$145M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
505K+ 16.97% |
$23.6M - $24M
|
3.48M
$167M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
447KNew |
$20.9M - $21.2M
|
447K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
317K+ 131.76% |
$14.8M - $15.1M
|
558K
$26.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
285K+ 429.27% |
$13.3M - $13.5M
|
351K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
277K+ 34.18% |
$12.9M - $13.2M
|
1.09M
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
268K+ 181.05% |
$12.5M - $12.7M
|
415K
$19.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
262K+ 46.39% |
$12.2M - $12.4M
|
826K
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
240K+ 7358.03% |
$11.2M - $11.4M
|
243K
$11.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
218K+ 10.64% |
$10.2M - $10.4M
|
2.27M
$109M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205K+ 7.56% |
$9.58M - $9.75M
|
2.92M
$140M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
154K+ 37.46% |
$7.19M - $7.31M
|
564K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
148K+ 18.99% |
$6.92M - $7.04M
|
927K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
134K+ 78.94% |
$6.28M - $6.39M
|
305K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
122KNew |
$5.7M - $5.8M
|
122K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
110K+ 515.2% |
$5.15M - $5.24M
|
132K
$6.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109K+ 109.17% |
$5.08M - $5.17M
|
208K
$9.98M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 290.03% |
$4.9M - $4.98M
|
141K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.2K+ 35.68% |
$4.5M - $4.58M
|
366K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
92.9KNew |
$4.34M - $4.42M
|
92.9K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
92K+ 379.32% |
$4.3M - $4.38M
|
116K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
92K+ 81.9% |
$4.3M - $4.37M
|
204K
$9.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
88.6K+ 7.2% |
$4.14M - $4.21M
|
1.32M
$63.2M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
81.4K+ 27.46% |
$3.81M - $3.87M
|
378K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.3K+ 5.22% |
$3.42M - $3.48M
|
1.48M
$70.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 4.23% |
$3.36M - $3.42M
|
1.77M
$84.9M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
68.6K+ 116.62% |
$3.21M - $3.26M
|
127K
$6.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
67.8K+ 76.77% |
$3.17M - $3.22M
|
156K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
67.3K+ 32.19% |
$3.15M - $3.2M
|
276K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
64.8K+ 22.81% |
$3.03M - $3.08M
|
349K
$16.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
63.8K+ 91.96% |
$2.98M - $3.03M
|
133K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
61.4K+ 7.16% |
$2.87M - $2.92M
|
918K
$44M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.3K+ 3491.95% |
$2.68M - $2.72M
|
58.9K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.9K+ 50.16% |
$2.66M - $2.71M
|
170K
$8.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
56.4KNew |
$2.64M - $2.68M
|
56.4K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
53.8K+ 31.95% |
$2.52M - $2.56M
|
222K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
49.3K+ 237.75% |
$2.31M - $2.35M
|
70.1K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
46.8K+ 7.25% |
$2.19M - $2.22M
|
692K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44.9K+ 1.73% |
$2.1M - $2.13M
|
2.64M
$126M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
42.2KNew |
$1.97M - $2.01M
|
42.2K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
40.6KNew |
$1.9M - $1.93M
|
40.6K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
40.4KNew |
$1.89M - $1.92M
|
40.4K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
38.9K+ 12.43% |
$1.82M - $1.85M
|
352K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
38.4K+ 8.18% |
$1.8M - $1.83M
|
508K
$24.4M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
38K+ 7.8% |
$1.78M - $1.81M
|
525K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
37.4K+ 30.16% |
$1.75M - $1.78M
|
161K
$7.74M
|
|
|
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
$1.75M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
35.6K+ 50.8% |
$1.66M - $1.69M
|
106K
$5.07M
|