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 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11K+ 1.25% |
$515K - $524K
|
892K
$42.8M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.9KNew |
$511K - $520K
|
10.9K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$505K - $514K
|
10.8K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 26.18% |
$499K - $508K
|
51.5K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
10.6K+ 11.03% |
$497K - $506K
|
107K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.5K+ 25.56% |
$491K - $499K
|
51.6K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3K+ 7.62% |
$479K - $488K
|
145K
$6.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.2K+ 9.29% |
$479K - $487K
|
120K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.2K+ 8.73% |
$479K - $487K
|
128K
$6.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10.2K+ 2.92% |
$478K - $486K
|
361K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$477K - $486K
|
10.2K
$490K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.2K+ 28.94% |
$476K - $484K
|
45.3K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.89K+ 7.96% |
$462K - $470K
|
134K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$442K - $450K
|
9.46K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 12.68% |
$424K - $431K
|
80.6K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.53K+ 3.23% |
$399K - $406K
|
273K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.48K+ 12.7% |
$396K - $403K
|
75.3K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.85K+ 9.35% |
$367K - $373K
|
91.8K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$353K - $360K
|
7.56K
$362K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.5K+ 0.66% |
$350K - $357K
|
1.15M
$55.1M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.3K+ 42.79% |
$341K - $347K
|
24.4K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
7.22K+ 1.99% |
$337K - $343K
|
369K
$17.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.17K+ 850.18% |
$335K - $341K
|
8.01K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.01K+ 97.77% |
$328K - $333K
|
14.2K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.88K+ 3.25% |
$322K - $327K
|
219K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$318K - $323K
|
6.8K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.55K+ 13.23% |
$306K - $312K
|
56.1K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.4K+ 13.85% |
$299K - $304K
|
52.6K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26K+ 31.22% |
$292K - $298K
|
26.3K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.25K+ 24.75% |
$292K - $297K
|
31.5K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.24KNew |
$292K - $297K
|
6.24K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.83KNew |
$273K - $277K
|
5.83K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.82KNew |
$272K - $277K
|
5.82K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 20.96% |
$271K - $276K
|
33.5K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.69K+ 12.38% |
$266K - $270K
|
51.6K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.64K+ 11.1% |
$264K - $268K
|
56.4K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.54K+ 17.84% |
$259K - $263K
|
36.6K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.44K+ 15.55% |
$254K - $259K
|
40.4K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.27KNew |
$246K - $251K
|
5.27K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.22KNew |
$244K - $248K
|
5.22K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.16KNew |
$241K - $245K
|
5.16K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.13K+ 4.87% |
$240K - $244K
|
110K
$5.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.03K+ 13.58% |
$235K - $239K
|
42.1K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.93K+ 8.83% |
$230K - $234K
|
60.7K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.91K+ 2.56% |
$230K - $234K
|
197K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55K+ 9.65% |
$213K - $216K
|
51.7K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.46K+ 19.41% |
$209K - $212K
|
27.5K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.45K+ 16.84% |
$208K - $212K
|
30.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.34K+ 24.72% |
$203K - $206K
|
21.9K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.28KNew |
$200K - $203K
|
4.28K
$205K
|