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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-93- 0.28% |
$4.45K - $4.5K
|
32.9K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-284- 5.85% |
$13.6K - $13.8K
|
4.57K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-341- 2.57% |
$16.3K - $16.5K
|
12.9K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-470- 0.81% |
$22.5K - $22.8K
|
57.7K
$2.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-506- 0.37% |
$24.2K - $24.5K
|
137K
$6.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-535- 2.15% |
$25.6K - $25.9K
|
24.3K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-602- 0.51% |
$28.8K - $29.2K
|
118K
$5.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-607- 1.68% |
$29.1K - $29.4K
|
35.5K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-630- 0.12% |
$30.2K - $30.5K
|
518K
$25M
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-639- 1.55% |
$30.6K - $30.9K
|
40.5K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-639- 4.07% |
$30.6K - $30.9K
|
15.1K
$726K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-820- 30.21% |
$39.2K - $39.7K
|
1.89K
$91.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 6.65% |
$57.5K - $58.2K
|
16.9K
$813K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-1.32K- 4.55% |
$63K - $63.8K
|
27.6K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-1.41K- 5.43% |
$67.3K - $68.1K
|
24.5K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.46K- 11.94% |
$69.6K - $70.5K
|
10.7K
$517K
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.79K- 13.45% |
$85.6K - $86.6K
|
11.5K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.89K- 23.87% |
$90.2K - $91.3K
|
6.01K
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.21K- 13.44% |
$106K - $107K
|
14.2K
$686K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.53K- 36.96% |
$121K - $122K
|
4.31K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-2.54K- 4.08% |
$122K - $123K
|
59.8K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.82K- 35.61% |
$135K - $137K
|
5.1K
$246K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-3.62K- 2.42% |
$173K - $175K
|
146K
$7.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.33K- 6.52% |
$207K - $210K
|
62.1K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.71K- 25.05% |
$225K - $228K
|
14.1K
$679K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.06K- 19.0% |
$242K - $245K
|
21.6K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-5.85KClosed |
$280K - $283K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.95K- 6.04% |
$333K - $337K
|
108K
$5.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-8.48K- 11.77% |
$406K - $411K
|
63.6K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.66K- 4.66% |
$415K - $420K
|
177K
$8.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-9K- 41.61% |
$431K - $436K
|
12.6K
$609K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-129K- 26.84% |
$6.17M - $6.24M
|
351K
$16.9M
|