Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Inflation P (DFIP)

DFIP Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q2 2023. 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
Aug 10, 2023 Q2 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
79.5K
New
$3.27M - $3.44M
79.5K $3.22M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
49.9K
+ 17.47%
$2.05M - $2.15M
335K $13.6M
Jul 17, 2023 Q2 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
49.6K
+ 22.58%
$2.04M - $2.14M
269K $10.9M
Aug 11, 2023 Q2 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
49.4K
+ 8.42%
$2.03M - $2.13M
636K $25.7M
Aug 03, 2023 Q2 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
34.5K
+ 50.47%
$1.42M - $1.49M
103K $4.16M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
29.6K
+ 211.58%
$1.22M - $1.28M
43.6K $1.76M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
25.8K
+ 43.3%
$1.06M - $1.12M
85.5K $3.45M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
19.1K
New
$785K - $824K
19.1K $771K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
18.7K
New
$768K - $806K
18.7K $754K
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
18.2K
+ 4.67%
$749K - $786K
407K $16.5M
Jul 28, 2023 Q2 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
14.2K
+ 3.36%
$586K - $615K
438K $17.7M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
13.2K
+ 184.08%
$542K - $569K
20.3K $822K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
9.9K
New
$408K - $428K
9.9K $400K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
8.95K
+ 2727.13%
$368K - $386K
9.27K $375K
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
8.76K
+ 36.07%
$360K - $378K
33K $1.34M
Jul 28, 2023 Q2 2023
Sterling Financial Planning, Inc.

BUY
 -
7.19K
+ 16.46%
$296K - $310K
50.9K $2.06M
Aug 07, 2023 Q2 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
6.77K
+ 13.84%
$279K - $292K
55.7K $2.25M
Jul 12, 2023 Q2 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
6.52K
+ 48.99%
$268K - $282K
19.8K $802K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.43K
+ 81.03%
$264K - $277K
14.4K $580K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
5.51K
New
$227K - $238K
5.51K $223K
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
5.46K
+ 10.43%
$225K - $236K
57.8K $2.34M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
5.44K
New
$224K - $235K
5.44K $220K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
5.4K
+ 17.53%
$222K - $233K
36.2K $1.46M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
5.17K
+ 6.21%
$213K - $223K
88.4K $3.57M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
4.76K
+ 19.43%
$196K - $206K
29.3K $1.18M
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
3.89K
+ 42.19%
$160K - $168K
13.1K $530K
Jul 17, 2023 Q2 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
3.13K
+ 2.04%
$129K - $135K
157K $6.33M
Jul 26, 2023 Q2 2023
Midwest Heritage Bank, Fsb

BUY
 -
2.93K
+ 9.51%
$121K - $127K
33.8K $1.36M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
2.18K
+ 6.95%
$89.7K - $94.1K
33.5K $1.36M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
1.71K
+ 5.05%
$70.5K - $74K
35.6K $1.44M
Sep 13, 2023 Q2 2023
Awm Capital, LLC

BUY
 -
1.69K
+ 5.36%
$69.6K - $73K
33.2K $1.34M
Jul 13, 2023 Q2 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
977
+ 5.82%
$40.2K - $42.2K
17.8K $718K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
646
+ 37.15%
$26.6K - $27.9K
2.39K $96.4K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
629
New
$25.9K - $27.2K
629 $25.4K
Jul 05, 2023 Q2 2023
Shearwater Capital LLC

BUY
 -
585
+ 2.29%
$24.1K - $25.3K
26.1K $1.06M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
498
+ 2.25%
$20.5K - $21.5K
22.6K $915K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
459
+ 1.07%
$18.9K - $19.8K
43.4K $1.75M
Jul 24, 2023 Q2 2023
Better Wealth, LLC

BUY
 -
450
+ 0.38%
$18.5K - $19.4K
119K $4.81M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
337
New
$13.9K - $14.6K
337 $13.6K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
288
+ 0.87%
$11.9K - $12.4K
33.4K $1.35M
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
100
+ 0.29%
$4.12K - $4.32K
34.5K $1.39M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
25
+ 0.42%
$1.03K - $1.08K
5.96K $241K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
19
New
$782 - $821
19 $768
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 14, 2023 Q2 2023
Five Oceans Advisors

SELL
 -
-14
- 0.01%
$576 - $605
212K $8.58M
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-35
- 1.59%
$1.44K - $1.51K
2.16K $87.3K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

SELL
 -
-106
- 0.66%
$4.36K - $4.58K
15.9K $644K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

SELL
 -
-115
- 1.06%
$4.73K - $4.97K
10.7K $432K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-130
- 20.25%
$5.35K - $5.61K
512 $20.7K

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