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 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
23K+ 25.52% |
$1.1M - $1.11M
|
113K
$5.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.4K+ 12.44% |
$1.07M - $1.08M
|
202K
$9.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
21.7K+ 31.65% |
$1.04M - $1.05M
|
90.3K
$4.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.6K+ 24.32% |
$1.04M - $1.05M
|
111K
$5.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.1K+ 265.34% |
$1.01M - $1.02M
|
29K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
19.1K+ 39.02% |
$915K - $926K
|
68.1K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 58.88% |
$915K - $926K
|
51.6K
$2.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 8.95% |
$875K - $885K
|
222K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
17K+ 11.64% |
$815K - $824K
|
163K
$7.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9KNew |
$811K - $820K
|
16.9K
$816K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
16.9K+ 10.23% |
$808K - $817K
|
182K
$8.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.9K+ 16.01% |
$807K - $817K
|
122K
$5.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
15.9K+ 68.62% |
$762K - $771K
|
39.1K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
14.7K+ 2.95% |
$703K - $711K
|
513K
$24.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 8.05% |
$669K - $677K
|
188K
$9.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
13.6K+ 4.78% |
$653K - $661K
|
299K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$640K - $648K
|
157K
$7.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
13.4K+ 13.38% |
$640K - $648K
|
113K
$5.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13K+ 7.89% |
$623K - $631K
|
178K
$8.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3K+ 26.54% |
$588K - $595K
|
58.6K
$2.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
11.9K+ 1.34% |
$572K - $579K
|
903K
$43.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11.9K+ 7.43% |
$570K - $577K
|
172K
$8.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.3K+ 22.58% |
$541K - $547K
|
61.4K
$2.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.1K+ 7.27% |
$533K - $540K
|
164K
$7.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 4.12% |
$528K - $535K
|
279K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11K+ 10.65% |
$525K - $531K
|
114K
$5.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 38.52% |
$508K - $514K
|
38.1K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 157.76% |
$495K - $501K
|
16.9K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$481K - $487K
|
10.1K
$485K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.99K+ 5.95% |
$478K - $484K
|
178K
$8.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
9.81K+ 2.12% |
$469K - $475K
|
473K
$22.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.39K+ 23.49% |
$449K - $455K
|
49.3K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.29KNew |
$445K - $450K
|
9.29K
$448K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.08KNew |
$435K - $440K
|
9.08K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.07K+ 8.45% |
$434K - $439K
|
116K
$5.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.48K+ 96.84% |
$406K - $411K
|
17.2K
$831K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.25K+ 24.31% |
$395K - $399K
|
42.2K
$2.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.72K+ 1.39% |
$369K - $374K
|
562K
$27.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.55K+ 18.35% |
$361K - $366K
|
48.7K
$2.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.32K+ 23.22% |
$350K - $354K
|
38.8K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18K+ 22.24% |
$344K - $348K
|
39.5K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
6.86K+ 2.01% |
$328K - $332K
|
348K
$16.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
6.32K+ 1.71% |
$302K - $306K
|
376K
$18.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.28K+ 86.53% |
$301K - $304K
|
13.5K
$653K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 3.76% |
$281K - $284K
|
162K
$7.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.78K+ 2.33% |
$276K - $280K
|
254K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.73K+ 2.0% |
$274K - $277K
|
292K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.84K+ 3.59% |
$232K - $234K
|
139K
$6.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.78K+ 4.39% |
$229K - $232K
|
114K
$5.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.75KNew |
$227K - $230K
|
4.75K
$229K
|