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 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.76K+ 5.98% |
$111K - $116K
|
48.9K
$2.04M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.34K+ 17.9% |
$94.1K - $98.4K
|
15.4K
$641K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.25K+ 12.04% |
$90.4K - $94.5K
|
20.9K
$871K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.13K+ 36.18% |
$85.8K - $89.7K
|
8.02K
$334K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.96K+ 64.47% |
$78.8K - $82.4K
|
4.99K
$208K
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.74K+ 6.84% |
$70.1K - $73.3K
|
27.2K
$1.13M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.48K+ 153.15% |
$59.8K - $62.5K
|
2.45K
$102K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.44K+ 26.4% |
$57.9K - $60.6K
|
6.89K
$287K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.42K+ 19.92% |
$57.3K - $59.9K
|
8.57K
$357K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 45.67% |
$57.1K - $59.7K
|
4.52K
$188K
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.41K+ 25.63% |
$56.6K - $59.2K
|
6.89K
$287K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.34K+ 15.71% |
$53.8K - $56.3K
|
9.85K
$411K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.23K+ 8.48% |
$49.5K - $51.8K
|
15.7K
$656K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.19KNew |
$47.9K - $50.1K
|
1.19K
$49.6K
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.19K+ 4.86% |
$47.8K - $49.9K
|
25.6K
$1.07M
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.17K+ 0.28% |
$47K - $49.1K
|
422K
$17.6M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
945New |
$38.1K - $39.8K
|
945
$39.4K
|
|
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
$1.65M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
779+ 1.47% |
$31.4K - $32.8K
|
53.7K
$2.24M
|
|
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
$445K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
547New |
$22K - $23K
|
547
$22.8K
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
480+ 3.94% |
$19.3K - $20.2K
|
12.7K
$528K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
331+ 59.11% |
$13.3K - $13.9K
|
891
$37.1K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
330+ 7.57% |
$13.3K - $13.9K
|
4.69K
$196K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
327+ 1486.36% |
$13.2K - $13.8K
|
349
$14.5K
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
293+ 1.66% |
$11.8K - $12.3K
|
17.9K
$746K
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
279+ 2.61% |
$11.2K - $11.7K
|
11K
$457K
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
241+ 1.61% |
$9.71K - $10.1K
|
15.2K
$635K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230New |
$9.26K - $9.69K
|
230
$9.59K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
185+ 0.72% |
$7.45K - $7.79K
|
26K
$1.08M
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
117+ 1.54% |
$4.71K - $4.93K
|
7.69K
$321K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108+ 0.29% |
$4.35K - $4.55K
|
37.6K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
105+ 0.13% |
$4.23K - $4.42K
|
81.6K
$3.4M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100+ 0.29% |
$4.03K - $4.21K
|
34.4K
$1.44M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
78+ 0.34% |
$3.14K - $3.28K
|
22.9K
$956K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$725 - $758
|
18
$750
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-10- 0.09% |
$403 - $421
|
10.6K
$442K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31- 1.18% |
$1.25K - $1.31K
|
2.6K
$108K
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-41- 0.04% |
$1.65K - $1.73K
|
94.2K
$3.93M
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-43- 1.18% |
$1.73K - $1.81K
|
3.61K
$150K
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-59- 1.15% |
$2.38K - $2.48K
|
5.08K
$212K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-101- 1.3% |
$4.07K - $4.25K
|
7.69K
$321K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129- 0.42% |
$5.19K - $5.43K
|
30.8K
$1.28M
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-150- 2.33% |
$6.04K - $6.32K
|
6.3K
$262K
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-165- 0.42% |
$6.64K - $6.95K
|
39.4K
$1.64M
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-258- 2.59% |
$10.4K - $10.9K
|
9.69K
$404K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-292- 37.2% |
$11.8K - $12.3K
|
493
$20.6K
|