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
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-706- 8.27% |
$33K - $33.6K
|
7.83K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-713- 10.2% |
$33.3K - $33.9K
|
6.28K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-840- 0.49% |
$39.3K - $39.9K
|
169K
$8.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-937- 13.81% |
$43.8K - $44.6K
|
5.85K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.16K- 6.68% |
$54.4K - $55.3K
|
16.2K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 6.41% |
$59.6K - $60.7K
|
18.6K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.29K- 10.67% |
$60.4K - $61.4K
|
10.8K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.49K- 5.16% |
$69.6K - $70.8K
|
27.4K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 7.74% |
$69.8K - $71K
|
17.8K
$854K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.69K- 18.9% |
$79.1K - $80.5K
|
7.26K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.73K- 3.98% |
$80.7K - $82.1K
|
41.7K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.76K- 13.45% |
$82.2K - $83.6K
|
11.3K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.78K- 2.9% |
$83.4K - $84.8K
|
59.7K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 3.65% |
$90K - $91.6K
|
50.8K
$2.43M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.07K- 0.71% |
$96.8K - $98.4K
|
290K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 30.68% |
$98.4K - $100K
|
4.76K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.24K- 7.33% |
$105K - $107K
|
28.3K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.29K- 17.63% |
$107K - $109K
|
10.7K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-2.75K- 3.22% |
$129K - $131K
|
82.7K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.8K- 0.91% |
$131K - $133K
|
304K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-3.09K- 8.96% |
$145K - $147K
|
31.4K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.37K- 18.03% |
$158K - $160K
|
15.3K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.49K- 38.11% |
$163K - $166K
|
5.66K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.53K- 6.28% |
$165K - $168K
|
52.6K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.7K- 86.42% |
$173K - $176K
|
581
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.93K- 92.74% |
$184K - $187K
|
308
$14.8K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-3.97K- 1.13% |
$186K - $189K
|
349K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.11K- 2.28% |
$192K - $196K
|
177K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-4.32K- 9.37% |
$202K - $205K
|
41.8K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.8K- 5.39% |
$224K - $228K
|
84.2K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.41K- 4.15% |
$253K - $257K
|
125K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-6.13K- 15.52% |
$287K - $291K
|
33.4K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-9.44K- 4.18% |
$441K - $449K
|
216K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.1K- 7.93% |
$474K - $482K
|
118K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-10.4K- 15.19% |
$487K - $496K
|
58.2K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-11.8K- 21.18% |
$553K - $563K
|
44.1K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12.2K- 12.28% |
$572K - $581K
|
87.3K
$4.19M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.1K- 7.04% |
$611K - $621K
|
173K
$8.28M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-14.6K- 38.4% |
$684K - $695K
|
23.5K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-14.7K- 11.66% |
$685K - $697K
|
111K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.2K- 10.85% |
$805K - $819K
|
142K
$6.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-20.7K- 10.08% |
$970K - $987K
|
185K
$8.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-21.6K- 12.56% |
$1.01M - $1.03M
|
150K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22.3K- 30.98% |
$1.04M - $1.06M
|
49.7K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.7K- 10.63% |
$1.48M - $1.51M
|
267K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-34.1K- 2.78% |
$1.59M - $1.62M
|
1.19M
$57M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35.4K- 8.25% |
$1.65M - $1.68M
|
394K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-38.6K- 28.84% |
$1.8M - $1.84M
|
95.3K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-40K- 3.04% |
$1.87M - $1.9M
|
1.28M
$61.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56K- 95.12% |
$2.62M - $2.66M
|
2.88K
$138K
|