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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
471K+ 189.57% |
$19M - $19.8M
|
719K
$30M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
197KNew |
$7.92M - $8.28M
|
197K
$8.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
95.9K+ 12.71% |
$3.86M - $4.04M
|
850K
$35.4M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
57.9K+ 1.65% |
$2.33M - $2.44M
|
3.57M
$149M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
52.5KNew |
$2.11M - $2.21M
|
52.5K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
49.6K+ 14.11% |
$2M - $2.09M
|
401K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
46.9K+ 10.39% |
$1.89M - $1.97M
|
498K
$20.8M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
45.2KNew |
$1.82M - $1.9M
|
45.2K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.8K+ 60.6% |
$1.8M - $1.88M
|
119K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41.1K+ 39.22% |
$1.66M - $1.73M
|
146K
$6.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.7K+ 27.61% |
$1.64M - $1.71M
|
188K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
40.1K+ 10.56% |
$1.61M - $1.69M
|
420K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37.3K+ 236.61% |
$1.5M - $1.57M
|
53.1K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.5K+ 29.51% |
$1.15M - $1.2M
|
125K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.2K+ 14.86% |
$976K - $1.02M
|
187K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 18.0% |
$798K - $834K
|
130K
$5.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.8K+ 13.54% |
$797K - $834K
|
166K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.4K+ 8.74% |
$781K - $817K
|
241K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 6.15% |
$763K - $798K
|
327K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.9K+ 11.33% |
$560K - $586K
|
137K
$5.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.1K+ 30.81% |
$528K - $552K
|
55.6K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.2K+ 6.87% |
$493K - $515K
|
190K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
12K+ 33.11% |
$482K - $504K
|
48.1K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 54.33% |
$480K - $501K
|
33.8K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.7K+ 6.73% |
$471K - $492K
|
185K
$7.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
11.3K+ 3.27% |
$455K - $476K
|
357K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$354K - $370K
|
8.8K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.22KNew |
$331K - $346K
|
8.22K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
7.84K+ 3.89% |
$316K - $330K
|
209K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.36K+ 28.36% |
$256K - $268K
|
28.8K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.61K+ 23.14% |
$226K - $236K
|
29.9K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.43K+ 4.6% |
$218K - $228K
|
123K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.39KNew |
$217K - $227K
|
5.39K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.37KNew |
$216K - $226K
|
5.37K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.16K+ 14.96% |
$208K - $217K
|
39.7K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 4.96% |
$196K - $204K
|
103K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.76KNew |
$192K - $200K
|
4.76K
$198K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66K+ 27.64% |
$187K - $196K
|
21.5K
$896K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.61K+ 6.32% |
$185K - $194K
|
77.5K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 24.59% |
$175K - $183K
|
22K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.31K+ 186.1% |
$174K - $182K
|
6.63K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 29.41% |
$170K - $178K
|
18.6K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.06K+ 25393.75% |
$164K - $171K
|
4.08K
$170K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.9K+ 14.15% |
$157K - $164K
|
31.5K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$157K - $164K
|
3.9K
$163K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.76K+ 686.47% |
$151K - $158K
|
4.3K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.46K+ 11.2% |
$139K - $145K
|
34.3K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.39K+ 7.81% |
$136K - $143K
|
46.8K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.24K+ 3.93% |
$131K - $137K
|
85.8K
$3.58M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88KNew |
$116K - $121K
|
2.88K
$120K
|