Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q1 2025. 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 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
95.9K+ 12.71% |
$3.86M - $4.04M
|
850K
$35.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41.1K+ 39.22% |
$1.66M - $1.73M
|
146K
$6.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.7K+ 27.61% |
$1.64M - $1.71M
|
188K
$7.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.2K+ 14.86% |
$976K - $1.02M
|
187K
$7.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.8K+ 13.54% |
$797K - $834K
|
166K
$6.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.1K+ 30.81% |
$528K - $552K
|
55.6K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.2K+ 6.87% |
$493K - $515K
|
190K
$7.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.61K+ 23.14% |
$226K - $236K
|
29.9K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.43K+ 4.6% |
$218K - $228K
|
123K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 4.96% |
$196K - $204K
|
103K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.34K+ 17.9% |
$94.1K - $98.4K
|
15.4K
$640K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.34K+ 15.71% |
$53.8K - $56.3K
|
9.85K
$410K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
902+ 0.32% |
$36.3K - $38K
|
284K
$11.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
801+ 2.07% |
$32.3K - $33.7K
|
39.5K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
697+ 2.41% |
$28.1K - $29.4K
|
29.6K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
645+ 6.43% |
$26K - $27.2K
|
10.7K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
480+ 3.94% |
$19.3K - $20.2K
|
12.7K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-59- 1.15% |
$2.38K - $2.48K
|
5.08K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129- 0.42% |
$5.19K - $5.43K
|
30.8K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-165- 0.42% |
$6.64K - $6.95K
|
39.4K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$43.3K - $45.3K
|
13.9K
$580K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 94.46% |
$68.6K - $71.8K
|
100
$4.16K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.71K- 1.18% |
$68.7K - $71.9K
|
143K
$5.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 29.5% |
$118K - $123K
|
6.98K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-6.3K- 7.05% |
$254K - $265K
|
83.1K
$3.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-87.9K- 26.31% |
$3.54M - $3.7M
|
246K
$10.2M
|