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 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-344- 1.1% |
$13.9K - $14.5K
|
30.9K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-358- 1.81% |
$14.4K - $15.1K
|
19.4K
$809K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-733- 13.02% |
$29.5K - $30.9K
|
4.9K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-772- 8.37% |
$31.1K - $32.5K
|
8.45K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$43.3K - $45.3K
|
13.9K
$581K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 94.46% |
$68.6K - $71.8K
|
100
$4.17K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.71K- 1.18% |
$68.7K - $71.9K
|
143K
$5.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.9K- 10.22% |
$76.5K - $80K
|
16.7K
$696K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.93K- 67.15% |
$77.8K - $81.4K
|
945
$39.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.34K- 26.39% |
$94.3K - $98.6K
|
6.53K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.45K- 75.11% |
$98.8K - $103K
|
813
$33.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 29.5% |
$118K - $123K
|
6.98K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3K- 9.77% |
$121K - $126K
|
27.7K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.5K- 0.99% |
$141K - $147K
|
351K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-6.3K- 7.05% |
$254K - $265K
|
83.1K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.3K- 1.04% |
$334K - $349K
|
790K
$32.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.9K- 9.76% |
$439K - $459K
|
101K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11.9K- 59.68% |
$478K - $499K
|
8.01K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15.1K- 27.71% |
$610K - $638K
|
39.5K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-25.1K- 2.39% |
$1.01M - $1.06M
|
1.03M
$42.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.7K- 10.22% |
$1.08M - $1.12M
|
234K
$9.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-32.1K- 11.74% |
$1.29M - $1.35M
|
241K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.7K- 70.4% |
$1.44M - $1.5M
|
15K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.2K- 37.12% |
$1.58M - $1.65M
|
66.4K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-46.8K- 99.88% |
$1.88M - $1.97M
|
56
$2.33K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.1K- 85.98% |
$3.15M - $3.29M
|
12.7K
$531K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-87.9K- 26.31% |
$3.54M - $3.7M
|
246K
$10.3M
|