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 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 6.06% |
$80.7K - $81.7K
|
29.5K
$1.42M
|
|
|
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
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.56K+ 11.84% |
$74.4K - $75.3K
|
14.7K
$708K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 40.25% |
$72.4K - $73.3K
|
5.27K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.46K+ 11.59% |
$69.9K - $70.7K
|
14.1K
$678K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 1.88% |
$68.1K - $68.9K
|
77.2K
$3.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.4K+ 1.0% |
$66.8K - $67.6K
|
141K
$6.82M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.33K+ 154.91% |
$63.5K - $64.2K
|
2.18K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.27K+ 7.17% |
$60.6K - $61.3K
|
18.9K
$913K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$58.9K - $59.6K
|
1.23K
$59.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.22K+ 4.66% |
$58.2K - $58.9K
|
27.3K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.21K+ 3.62% |
$57.9K - $58.6K
|
34.7K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.15K+ 11.35% |
$55K - $55.6K
|
11.3K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 11.86% |
$48.3K - $48.9K
|
9.52K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
870New |
$41.6K - $42.1K
|
870
$41.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
870+ 30.49% |
$41.6K - $42.1K
|
3.72K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
833+ 17.24% |
$39.9K - $40.3K
|
5.67K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
779+ 2.61% |
$37.3K - $37.7K
|
30.6K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
685+ 9.75% |
$32.8K - $33.2K
|
7.71K
$372K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
533+ 1.46% |
$25.5K - $25.8K
|
36.9K
$1.78M
|
|
|
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
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
425New |
$20.3K - $20.6K
|
425
$20.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
320+ 83.55% |
$15.3K - $15.5K
|
703
$33.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
315New |
$15.1K - $15.3K
|
315
$15.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
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
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
267New |
$12.8K - $12.9K
|
267
$12.9K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
201+ 9.73% |
$9.62K - $9.73K
|
2.27K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
186+ 1.61% |
$8.9K - $9.01K
|
11.7K
$566K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
184+ 5.42% |
$8.81K - $8.91K
|
3.58K
$173K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
166+ 29.59% |
$7.94K - $8.04K
|
727
$35K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
156+ 1.16% |
$7.47K - $7.56K
|
13.6K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
121+ 0.78% |
$5.79K - $5.86K
|
15.6K
$754K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
79+ 4.68% |
$3.78K - $3.83K
|
1.77K
$85.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.11% |
$3.06K - $3.1K
|
56.5K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 2.62% |
$2.87K - $2.91K
|
2.35K
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45New |
$2.15K - $2.18K
|
45
$2.17K
|
|
|
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
|
|