Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
702K+ 26.06% |
$33.1M - $33.7M
|
3.4M
$163M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
53.2K+ 4.47% |
$2.5M - $2.55M
|
1.24M
$59.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.98K+ 3.76% |
$423K - $431K
|
248K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.78K+ 0.68% |
$366K - $373K
|
1.16M
$55.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7K+ 4.2% |
$330K - $336K
|
174K
$8.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.17K+ 3.88% |
$290K - $296K
|
165K
$7.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.82KNew |
$274K - $279K
|
5.82K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 1.93% |
$189K - $193K
|
212K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.23K+ 68.68% |
$152K - $155K
|
7.93K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.4K+ 5.69% |
$113K - $115K
|
44.5K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.2K+ 36.39% |
$104K - $106K
|
8.25K
$396K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
930New |
$43.8K - $44.6K
|
930
$44.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
205+ 1.4% |
$9.65K - $9.84K
|
14.9K
$713K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
114+ 2.21% |
$5.37K - $5.47K
|
5.28K
$253K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 0.25% |
$942 - $960
|
7.86K
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-142- 1.15% |
$6.69K - $6.82K
|
12.2K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-293- 0.34% |
$13.8K - $14.1K
|
85.7K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.11K- 3.31% |
$52.1K - $53.1K
|
32.3K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.62K- 3.25% |
$76.2K - $77.7K
|
48.1K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3K- 3.99% |
$141K - $144K
|
72.1K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-5.13K- 5.39% |
$242K - $246K
|
90.1K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.71K- 4.47% |
$363K - $370K
|
165K
$7.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.83K- 5.0% |
$416K - $424K
|
168K
$8.04M
|