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 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33.7K+ 30.63% |
$1.57M - $1.6M
|
144K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32K+ 178.52% |
$1.49M - $1.52M
|
49.9K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
31K+ 416.23% |
$1.45M - $1.48M
|
38.5K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9KNew |
$1.44M - $1.47M
|
30.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 3.17% |
$1.39M - $1.41M
|
968K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.38M - $1.4M
|
29.5K
$1.41M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
29.3K+ 37.89% |
$1.37M - $1.39M
|
106K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.4K+ 6.86% |
$1.28M - $1.3M
|
427K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
26.7KNew |
$1.25M - $1.27M
|
26.7K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 8.73% |
$1.19M - $1.21M
|
318K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25.5K+ 35.1% |
$1.19M - $1.21M
|
98K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
24.8K+ 11.28% |
$1.16M - $1.18M
|
245K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24.3K+ 12789.47% |
$1.14M - $1.16M
|
24.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$1.12M - $1.14M
|
23.9K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23.6K+ 7.65% |
$1.11M - $1.12M
|
333K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 9.95% |
$1.09M - $1.1M
|
257K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
22.9K+ 4.12% |
$1.07M - $1.09M
|
579K
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
22.9K+ 182.13% |
$1.07M - $1.09M
|
35.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.4KNew |
$1.05M - $1.06M
|
22.4K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.8K+ 32.73% |
$1.02M - $1.04M
|
88.5K
$4.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
21.6K+ 8.49% |
$1.01M - $1.03M
|
276K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.6K+ 7.86% |
$1.01M - $1.02M
|
296K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
21.4KNew |
$1M - $1.02M
|
21.4K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
20.9K+ 18.29% |
$977K - $994K
|
135K
$6.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
20.6K+ 6.27% |
$962K - $979K
|
349K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.4K+ 7.73% |
$951K - $968K
|
284K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
20.1K+ 10.74% |
$941K - $957K
|
208K
$9.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
18.9K+ 6.05% |
$884K - $899K
|
331K
$15.9M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
18.6K+ 8.05% |
$872K - $887K
|
250K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18.5K+ 7.77% |
$865K - $880K
|
256K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18K+ 4.36% |
$839K - $854K
|
430K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17.8K+ 31.6% |
$834K - $848K
|
74.3K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
16.5K+ 3.24% |
$769K - $783K
|
525K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 19.31% |
$765K - $778K
|
101K
$4.85M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.3K+ 64.76% |
$714K - $727K
|
38.9K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 38.88% |
$677K - $689K
|
51.8K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 3.29% |
$676K - $687K
|
454K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7K+ 21.96% |
$642K - $653K
|
76.3K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13.4K+ 5.28% |
$628K - $639K
|
268K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
13.3K+ 2.74% |
$621K - $632K
|
499K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 9.6% |
$608K - $619K
|
149K
$7.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.9K+ 35.06% |
$602K - $612K
|
49.6K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
12.8K+ 18.88% |
$600K - $610K
|
80.8K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.8K+ 3.38% |
$599K - $609K
|
391K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.27% |
$583K - $594K
|
394K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 16.87% |
$550K - $559K
|
81.5K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.7KNew |
$549K - $558K
|
11.7K
$563K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
11.6K+ 8.18% |
$540K - $550K
|
153K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11.5K+ 4.42% |
$537K - $546K
|
271K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 7.19% |
$516K - $525K
|
165K
$7.9M
|