Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.09K+ 4.83% |
$43.9K - $45K
|
23.6K
$957K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.08K+ 3.44% |
$43.5K - $44.7K
|
32.4K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
935+ 2.09% |
$37.7K - $38.7K
|
45.6K
$1.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
628+ 9.87% |
$25.3K - $26K
|
6.99K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
551New |
$22.2K - $22.8K
|
551
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
491New |
$19.8K - $20.3K
|
491
$19.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
428New |
$17.3K - $17.7K
|
428
$17.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
197+ 0.56% |
$7.94K - $8.15K
|
35.3K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
178+ 1.88% |
$7.18K - $7.36K
|
9.64K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
134+ 4.61% |
$5.4K - $5.54K
|
3.04K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
$3.47K - $3.56K
|
86
$3.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
53+ 17.26% |
$2.14K - $2.19K
|
360
$14.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47+ 1.1% |
$1.89K - $1.94K
|
4.31K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
26+ 0.07% |
$1.05K - $1.08K
|
35K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 0.76% |
$967 - $993
|
3.19K
$129K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 20.62% |
$806 - $827
|
77
$3.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36- 0.2% |
$1.45K - $1.49K
|
18.1K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57- 23.27% |
$2.3K - $2.36K
|
188
$7.61K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-66- 0.2% |
$2.66K - $2.73K
|
32.8K
$1.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.79% |
$4.03K - $4.14K
|
5.48K
$222K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-145- 4.35% |
$5.84K - $6K
|
3.19K
$129K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-231- 2.01% |
$9.31K - $9.56K
|
11.2K
$455K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-419- 26.88% |
$16.9K - $17.3K
|
1.14K
$46.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-441- 0.52% |
$17.8K - $18.2K
|
84.7K
$3.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-885- 3.96% |
$35.7K - $36.6K
|
21.5K
$870K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-897- 14.92% |
$36.2K - $37.1K
|
5.12K
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.1K- 12.44% |
$44.3K - $45.5K
|
7.74K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.2K- 10.09% |
$48.4K - $49.6K
|
10.7K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35K- 11.4% |
$54.3K - $55.8K
|
10.5K
$424K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.43K- 4.94% |
$57.6K - $59.2K
|
27.5K
$1.12M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.42K- 51.6% |
$97.6K - $100K
|
2.27K
$92K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.55K- 19.74% |
$143K - $147K
|
14.4K
$585K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.12K- 4.68% |
$166K - $170K
|
83.8K
$3.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.64K- 5.33% |
$187K - $192K
|
82.3K
$3.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.32K- 3.81% |
$214K - $220K
|
134K
$5.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.52K- 54.49% |
$223K - $228K
|
4.61K
$187K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.82K- 11.85% |
$235K - $241K
|
43.3K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8.85K- 9.26% |
$357K - $366K
|
86.7K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-11.3K- 1.37% |
$456K - $468K
|
811K
$32.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-12K- 5.6% |
$485K - $498K
|
203K
$8.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-24.3K- 29.25% |
$981K - $1.01M
|
58.9K
$2.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-29.8K- 19.18% |
$1.2M - $1.23M
|
126K
$5.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.1K- 8.72% |
$1.25M - $1.29M
|
326K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-64.1K- 57.24% |
$2.58M - $2.65M
|
47.9K
$1.94M
|