Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
665K+ 55.81% |
$31.8M - $32.2M
|
1.86M
$89.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
606K+ 17.86% |
$29M - $29.4M
|
4M
$193M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
323KNew |
$15.5M - $15.7M
|
323K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
265K+ 40.76% |
$12.7M - $12.9M
|
917K
$44.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
211KNew |
$10.1M - $10.2M
|
211K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$8.54M - $8.64M
|
178K
$8.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
172K+ 12.67% |
$8.23M - $8.33M
|
1.53M
$73.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
169K+ 13.62% |
$8.1M - $8.2M
|
1.41M
$68.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
168K+ 122.79% |
$8.06M - $8.16M
|
306K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
164K+ 75.64% |
$7.87M - $7.96M
|
382K
$18.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
153K+ 97.36% |
$7.34M - $7.43M
|
311K
$15M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
124KNew |
$5.93M - $6M
|
124K
$5.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 936.71% |
$5.18M - $5.24M
|
120K
$5.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
97.6K+ 4.2% |
$4.67M - $4.73M
|
2.42M
$117M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
96.3K+ 10.04% |
$4.61M - $4.67M
|
1.06M
$50.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
88.1K+ 978.23% |
$4.21M - $4.26M
|
97.1K
$4.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
79.4K+ 32.31% |
$3.8M - $3.85M
|
325K
$15.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
69.4K+ 52.93% |
$3.32M - $3.36M
|
201K
$9.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.1K+ 6.68% |
$3.26M - $3.3M
|
1.09M
$52.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
62K+ 41.74% |
$2.97M - $3M
|
210K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.2K+ 521.7% |
$2.79M - $2.82M
|
69.4K
$3.34M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
57.7KNew |
$2.76M - $2.8M
|
57.7K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
57.6K+ 15.39% |
$2.76M - $2.79M
|
432K
$20.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
57.6K+ 10.12% |
$2.75M - $2.79M
|
626K
$30.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.51M - $2.54M
|
52.5K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50K+ 2.63% |
$2.39M - $2.42M
|
1.95M
$93.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46.5K+ 585.94% |
$2.22M - $2.25M
|
54.4K
$2.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.8K+ 9.3% |
$2.14M - $2.17M
|
526K
$25.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 20.27% |
$2.06M - $2.08M
|
255K
$12.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42.6K+ 28.07% |
$2.04M - $2.06M
|
194K
$9.37M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.1K+ 14.4% |
$1.87M - $1.89M
|
311K
$15M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
36.6K+ 10.33% |
$1.75M - $1.77M
|
391K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.4K+ 12.99% |
$1.74M - $1.77M
|
317K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
36.1K+ 5.15% |
$1.73M - $1.75M
|
737K
$35.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36K+ 8.7% |
$1.72M - $1.74M
|
449K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
34.8K+ 54.5% |
$1.67M - $1.69M
|
98.7K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
34.4K+ 9.22% |
$1.64M - $1.66M
|
407K
$19.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34K+ 5.87% |
$1.63M - $1.65M
|
614K
$29.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
33.5K+ 30.49% |
$1.6M - $1.62M
|
143K
$6.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
32.5K+ 43.83% |
$1.56M - $1.57M
|
107K
$5.14M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30.9K+ 21.97% |
$1.48M - $1.49M
|
171K
$8.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
29.5K+ 8.33% |
$1.41M - $1.43M
|
383K
$18.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.1KNew |
$1.39M - $1.41M
|
29.1K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.5K+ 8.93% |
$1.32M - $1.33M
|
335K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26.8KNew |
$1.28M - $1.3M
|
26.8K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
25.9K+ 2.24% |
$1.24M - $1.25M
|
1.18M
$57M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
25.7K+ 6.77% |
$1.23M - $1.24M
|
405K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
23.5K+ 52.87% |
$1.13M - $1.14M
|
68K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23.5K+ 24.21% |
$1.12M - $1.14M
|
120K
$5.8M
|