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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-158K- 91.14% |
$7.37M - $7.5M
|
15.3K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-277K- 98.84% |
$13M - $13.2M
|
3.26K
$156K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-381K- 79.72% |
$17.8M - $18.1M
|
96.9K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-548K- 99.93% |
$25.6M - $26.1M
|
394
$18.9K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.07M- 97.72% |
$190M - $194M
|
95.1K
$4.56M
|