Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR INFLATION P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
144K+ 20.48% |
$5.83M - $5.96M
|
844K
$34.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
86.4KNew |
$3.51M - $3.59M
|
86.4K
$3.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
53.3K+ 24.94% |
$2.16M - $2.22M
|
267K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.5KNew |
$2.01M - $2.06M
|
49.5K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
44.7K+ 130.16% |
$1.81M - $1.86M
|
79.1K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
33.5K+ 40.56% |
$1.36M - $1.39M
|
116K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30.7K+ 19.69% |
$1.24M - $1.27M
|
186K
$7.54M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.3K+ 7.32% |
$987K - $1.01M
|
357K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
22.9K+ 17.27% |
$929K - $951K
|
155K
$6.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2K+ 23.3% |
$859K - $879K
|
112K
$4.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
18.1KNew |
$736K - $753K
|
18.1K
$733K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
17K+ 21.63% |
$689K - $706K
|
95.5K
$3.86M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
15.4KNew |
$624K - $639K
|
15.4K
$622K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.1KNew |
$572K - $586K
|
14.1K
$570K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 14.23% |
$558K - $571K
|
110K
$4.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.8K+ 14.0% |
$518K - $530K
|
104K
$4.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
11.2KNew |
$455K - $466K
|
11.2K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.2K+ 23.23% |
$414K - $424K
|
54.2K
$2.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10K+ 29.18% |
$406K - $416K
|
44.3K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9.63K+ 5.84% |
$391K - $400K
|
174K
$7.05M
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
7.61K+ 5.63% |
$309K - $316K
|
143K
$5.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.81K+ 12.2% |
$276K - $283K
|
62.6K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.71K+ 13.26% |
$272K - $279K
|
57.3K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.12K+ 99.37% |
$248K - $254K
|
12.3K
$497K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.93K+ 3.4% |
$241K - $246K
|
180K
$7.3M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$226K - $231K
|
5.56K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.5KNew |
$223K - $229K
|
5.5K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
5.21K+ 4.17% |
$211K - $216K
|
130K
$5.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 6.0% |
$161K - $164K
|
70K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.68K+ 11.69% |
$149K - $153K
|
35.1K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.67K+ 13.27% |
$149K - $153K
|
31.4K
$1.27M
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
2.48K+ 7.56% |
$101K - $103K
|
35.3K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.42K+ 73.95% |
$98.3K - $101K
|
5.7K
$230K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.15K+ 0.85% |
$87.4K - $89.5K
|
256K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 7.86% |
$66.6K - $68.2K
|
22.5K
$911K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.59KNew |
$64.3K - $65.8K
|
1.59K
$64.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.56KNew |
$63.3K - $64.8K
|
1.56K
$63K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.49K+ 10.25% |
$60.3K - $61.8K
|
16K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.37K+ 8.0% |
$55.7K - $57K
|
18.5K
$749K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.34K+ 1.76% |
$54.2K - $55.5K
|
77.4K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.21K+ 0.56% |
$49K - $50.2K
|
215K
$8.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 2.34% |
$45.6K - $46.6K
|
49.1K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.12K+ 13.89% |
$45.2K - $46.3K
|
9.14K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
851New |
$34.5K - $35.4K
|
851
$34.4K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
703+ 2.04% |
$28.5K - $29.2K
|
35.1K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
400+ 1.66% |
$16.2K - $16.6K
|
24.5K
$991K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
324+ 0.88% |
$13.1K - $13.5K
|
37.2K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 2.56% |
$12K - $12.3K
|
11.8K
$478K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
253+ 2.99% |
$10.3K - $10.5K
|
8.7K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167New |
$6.78K - $6.94K
|
167
$6.75K
|