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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.26KNew |
$199K - $203K
|
4.26K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.24KNew |
$198K - $201K
|
4.24K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.19K+ 81.82% |
$196K - $199K
|
9.32K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.17K+ 2.7% |
$195K - $198K
|
159K
$7.61M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.13K+ 5.44% |
$193K - $197K
|
80.1K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.1K+ 44.55% |
$192K - $195K
|
13.3K
$638K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.01K+ 88.9% |
$187K - $190K
|
8.51K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.96K+ 29.57% |
$185K - $188K
|
17.3K
$831K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.88K+ 36.28% |
$181K - $184K
|
14.6K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.87K+ 10.21% |
$181K - $184K
|
41.8K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.8KNew |
$177K - $180K
|
3.8K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.78K+ 13.18% |
$177K - $180K
|
32.5K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.74K+ 1.48% |
$175K - $178K
|
256K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.66K+ 45.86% |
$171K - $174K
|
11.7K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.59K+ 3.39% |
$168K - $171K
|
110K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 13.78% |
$158K - $160K
|
27.9K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.36K+ 8.28% |
$157K - $160K
|
44K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.28K+ 8.7% |
$153K - $156K
|
41K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.19K+ 1.35% |
$149K - $152K
|
239K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.08K+ 10.07% |
$144K - $146K
|
33.7K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.06K+ 1.8% |
$143K - $145K
|
173K
$8.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3KNew |
$140K - $143K
|
3K
$144K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.66K+ 1.46% |
$124K - $126K
|
185K
$8.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.3K+ 22.95% |
$108K - $109K
|
12.3K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.3K+ 2.74% |
$107K - $109K
|
86K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.21K+ 50.88% |
$103K - $105K
|
6.55K
$314K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.12K+ 5.86% |
$98.9K - $101K
|
38.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 6.64% |
$97.4K - $99.1K
|
33.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07KNew |
$96.9K - $98.6K
|
2.07K
$99.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92KNew |
$89.7K - $91.3K
|
1.92K
$92K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.77K+ 36.05% |
$82.6K - $84.1K
|
6.67K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.72K+ 2.35% |
$80.5K - $81.9K
|
75.1K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.72K+ 22.1% |
$80.3K - $81.7K
|
9.49K
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.71K+ 0.09% |
$79.8K - $81.2K
|
1.95M
$93.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.56K+ 10.67% |
$72.9K - $74.2K
|
16.2K
$776K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.43K+ 6.01% |
$66.7K - $67.9K
|
25.2K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.36K+ 29.68% |
$63.7K - $64.8K
|
5.95K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.32K+ 10.82% |
$61.7K - $62.7K
|
13.5K
$648K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 10.41% |
$56.7K - $57.7K
|
12.9K
$617K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.17K+ 5.54% |
$54.8K - $55.8K
|
22.4K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 8.65% |
$54.6K - $55.5K
|
14.7K
$704K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.08K+ 5.4% |
$50.5K - $51.4K
|
21.1K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
998+ 16.46% |
$46.6K - $47.5K
|
7.06K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
958+ 16.12% |
$44.8K - $45.6K
|
6.9K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
875+ 2.96% |
$40.9K - $41.6K
|
30.4K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
872+ 1.1% |
$40.8K - $41.5K
|
80.1K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
832+ 0.58% |
$38.9K - $39.6K
|
145K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
829+ 0.56% |
$38.7K - $39.4K
|
148K
$7.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
817New |
$38.2K - $38.8K
|
817
$39.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
801+ 13.23% |
$37.4K - $38.1K
|
6.86K
$329K
|