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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
686+ 40.12% |
$32.1K - $32.6K
|
2.4K
$115K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
686+ 1.73% |
$32.1K - $32.6K
|
40.2K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
663+ 5.88% |
$31K - $31.5K
|
11.9K
$573K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
650New |
$30.4K - $30.9K
|
650
$31.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
542+ 12.35% |
$25.3K - $25.8K
|
4.93K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
480+ 10.84% |
$22.4K - $22.8K
|
4.91K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
438+ 0.95% |
$20.5K - $20.8K
|
46.3K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
437+ 27.18% |
$20.4K - $20.8K
|
2.05K
$98K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430+ 4777.78% |
$20.1K - $20.4K
|
439
$21K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
409+ 1.03% |
$19.1K - $19.4K
|
40.2K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
365+ 3.8% |
$17.1K - $17.4K
|
9.96K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
345+ 2.24% |
$16.1K - $16.4K
|
15.8K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
305+ 0.94% |
$14.3K - $14.5K
|
32.8K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
252+ 0.57% |
$11.8K - $12K
|
44.1K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
250+ 0.75% |
$11.7K - $11.9K
|
33.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249New |
$11.6K - $11.8K
|
249
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
200+ 0.59% |
$9.35K - $9.51K
|
33.8K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
199New |
$9.3K - $9.46K
|
199
$9.54K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 0.1% |
$7.9K - $8.04K
|
167K
$7.99M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
143+ 1.29% |
$6.68K - $6.8K
|
11.2K
$538K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
142New |
$6.64K - $6.75K
|
142
$6.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
113+ 9.5% |
$5.28K - $5.37K
|
1.3K
$62.5K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
103+ 194.34% |
$4.81K - $4.9K
|
156
$7.48K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
95+ 0.45% |
$4.44K - $4.52K
|
21K
$1.01M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
85+ 0.14% |
$3.97K - $4.04K
|
62.9K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$3.08K - $3.14K
|
66
$3.16K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
60+ 1.26% |
$2.8K - $2.85K
|
4.83K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
42+ 0.03% |
$1.96K - $2K
|
141K
$6.77M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38+ 0.21% |
$1.78K - $1.81K
|
18.4K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 0.52% |
$1.4K - $1.43K
|
5.85K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
29+ 0.48% |
$1.36K - $1.38K
|
6.05K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
9+ 0.32% |
$421 - $428
|
2.82K
$135K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8+ 0.11% |
$374 - $380
|
7.32K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.54% |
$140 - $143
|
556
$26.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28- 0.65% |
$1.31K - $1.33K
|
4.29K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-32- 0.71% |
$1.5K - $1.52K
|
4.47K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 2.07% |
$2.01K - $2.04K
|
2.03K
$97.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-65- 0.68% |
$3.04K - $3.09K
|
9.47K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94- 2.44% |
$4.39K - $4.47K
|
3.76K
$180K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-147- 0.1% |
$6.87K - $6.99K
|
144K
$6.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 5.21% |
$11K - $11.2K
|
4.28K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237Closed |
$11.1K - $11.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-282- 0.47% |
$13.2K - $13.4K
|
59.2K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-330- 1.56% |
$15.4K - $15.7K
|
20.9K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-378- 0.26% |
$17.7K - $18K
|
145K
$6.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-512- 5.0% |
$23.9K - $24.3K
|
9.72K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-560- 3.76% |
$26.2K - $26.6K
|
14.4K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-597- 4.06% |
$27.9K - $28.4K
|
14.1K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-617- 0.8% |
$28.8K - $29.3K
|
76.2K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-688- 1.98% |
$32.2K - $32.7K
|
34.1K
$1.63M
|