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 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.68K+ 3.47% |
$224K - $227K
|
139K
$6.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$209K - $211K
|
4.37K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.25K+ 3.21% |
$203K - $206K
|
136K
$6.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.66K+ 17.13% |
$175K - $177K
|
25.1K
$1.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.25K+ 6.9% |
$156K - $157K
|
50.3K
$2.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.23K+ 9.01% |
$155K - $157K
|
39.1K
$1.89M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 9.53% |
$141K - $143K
|
33.9K
$1.63M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.75K+ 18.5% |
$132K - $133K
|
17.6K
$850K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.6K+ 18.83% |
$124K - $126K
|
16.4K
$791K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.43K+ 28.12% |
$116K - $118K
|
11.1K
$533K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.16K+ 13.25% |
$103K - $105K
|
18.5K
$890K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 1.28% |
$95K - $96.2K
|
157K
$7.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
1.86K+ 0.63% |
$89.1K - $90.1K
|
296K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 4.26% |
$86.1K - $87.2K
|
44.1K
$2.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 6.06% |
$80.7K - $81.7K
|
29.5K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.69K+ 8.74% |
$80.7K - $81.7K
|
21K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.62K+ 19.84% |
$77.4K - $78.4K
|
9.77K
$471K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.62K+ 15.01% |
$77.3K - $78.2K
|
12.4K
$597K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 40.25% |
$72.4K - $73.3K
|
5.27K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.4K+ 1.0% |
$66.8K - $67.6K
|
141K
$6.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.27K+ 7.17% |
$60.6K - $61.3K
|
18.9K
$913K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
779+ 2.61% |
$37.3K - $37.7K
|
30.6K
$1.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Claris Advisors, LLC
|
BUY
|
- |
675+ 1.2% |
$32.3K - $32.7K
|
56.9K
$2.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
659+ 6.8% |
$31.5K - $31.9K
|
10.3K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
657+ 1.47% |
$31.4K - $31.8K
|
45.3K
$2.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
449+ 8.51% |
$21.5K - $21.7K
|
5.73K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
438+ 8.83% |
$21K - $21.2K
|
5.4K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
315New |
$15.1K - $15.3K
|
315
$15.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
278+ 0.72% |
$13.3K - $13.5K
|
38.8K
$1.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
247+ 9.72% |
$11.8K - $12K
|
2.79K
$134K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
245+ 5.19% |
$11.7K - $11.9K
|
4.96K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
166+ 29.59% |
$7.94K - $8.04K
|
727
$35K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98+ 0.6% |
$4.69K - $4.75K
|
16.5K
$794K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
92+ 1.78% |
$4.4K - $4.46K
|
5.27K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
91+ 1.1% |
$4.36K - $4.41K
|
8.34K
$402K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
85+ 1.43% |
$4.07K - $4.12K
|
6.01K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.11% |
$3.06K - $3.1K
|
56.5K
$2.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 0.82% |
$1.68K - $1.7K
|
4.3K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 0.59% |
$1.53K - $1.55K
|
5.43K
$262K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
29+ 0.03% |
$1.39K - $1.4K
|
85.7K
$4.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 1.08% |
$861 - $872
|
1.69K
$81.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.23% |
$814 - $823
|
7.35K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.05% |
$191 - $194
|
8.13K
$392K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2+ 0.01% |
$95.7 - $96.9
|
15.9K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.7% |
$47.9 - $48.4
|
143
$6.89K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 0.03% |
$957 - $969
|
72.8K
$3.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-30- 0.38% |
$1.44K - $1.45K
|
7.83K
$377K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-48- 0.1% |
$2.3K - $2.32K
|
48.1K
$2.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-80- 0.93% |
$3.83K - $3.87K
|
8.49K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-85- 1.6% |
$4.07K - $4.12K
|
5.24K
$253K
|