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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.17M+ 29.9% |
$55.8M - $56.4M
|
5.06M
$244M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
665K+ 55.81% |
$31.8M - $32.2M
|
1.86M
$89.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
606K+ 17.86% |
$29M - $29.4M
|
4M
$193M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
599KNew |
$28.7M - $29M
|
599K
$28.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
493K+ 13.48% |
$23.6M - $23.9M
|
4.15M
$200M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
375K+ 14.54% |
$18M - $18.2M
|
2.96M
$143M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
213KNew |
$10.2M - $10.3M
|
213K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
213KNew |
$10.2M - $10.3M
|
213K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
211KNew |
$10.1M - $10.2M
|
211K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
211KNew |
$10.1M - $10.2M
|
211K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
196K+ 21.01% |
$9.38M - $9.49M
|
1.13M
$54.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
180K+ 232.5% |
$8.61M - $8.71M
|
257K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$8.54M - $8.64M
|
178K
$8.6M
|
|
|
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
$68M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
168K+ 122.79% |
$8.06M - $8.16M
|
306K
$14.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
168K+ 5.46% |
$8.02M - $8.12M
|
3.24M
$156M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
129K+ 141.34% |
$6.17M - $6.25M
|
220K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
124KNew |
$5.93M - $6M
|
124K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 5.67% |
$5.26M - $5.32M
|
2.05M
$98.7M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.6K+ 4.8% |
$3.91M - $3.95M
|
1.78M
$86M
|
|
|
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 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
61.2K+ 5.97% |
$2.93M - $2.96M
|
1.09M
$52.3M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
57.5K+ 10.19% |
$2.75M - $2.79M
|
622K
$30M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.5K+ 13.47% |
$2.75M - $2.78M
|
485K
$23.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.51M - $2.54M
|
52.5K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
51.2K+ 6.73% |
$2.45M - $2.48M
|
812K
$39.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
51.1K+ 23.95% |
$2.45M - $2.47M
|
264K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50K+ 2.63% |
$2.39M - $2.42M
|
1.95M
$93.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.4K+ 8.16% |
$2.36M - $2.39M
|
655K
$31.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
49.2K+ 22.69% |
$2.36M - $2.38M
|
266K
$12.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46.5K+ 585.94% |
$2.22M - $2.25M
|
54.4K
$2.62M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
46.5K+ 24.56% |
$2.22M - $2.25M
|
236K
$11.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
46.4K+ 83.5% |
$2.22M - $2.25M
|
102K
$4.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.8K+ 9.3% |
$2.14M - $2.17M
|
526K
$25.4M
|
|