Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
98K+ 67.13% |
$4.03M - $4.16M
|
244K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
73.5KNew |
$3.02M - $3.12M
|
73.5K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
68.8KNew |
$2.83M - $2.92M
|
68.8K
$2.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 354.04% |
$2.7M - $2.79M
|
84.2K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
51.7KNew |
$2.13M - $2.19M
|
51.7K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
47K+ 25.03% |
$1.93M - $2M
|
235K
$9.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
46.5K+ 6.47% |
$1.91M - $1.97M
|
766K
$32.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
25.3K+ 7.08% |
$1.04M - $1.07M
|
383K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.2K+ 6.8% |
$915K - $944K
|
349K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.8K+ 8.21% |
$815K - $841K
|
261K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
18.6K+ 2.19% |
$766K - $790K
|
869K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 115.29% |
$746K - $770K
|
33.9K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
17.6K+ 31346.43% |
$722K - $745K
|
17.6K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
15.6KNew |
$642K - $663K
|
15.6K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14KNew |
$574K - $592K
|
14K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13.9K+ 16.67% |
$569K - $588K
|
96.9K
$4.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
13.4K+ 27.9% |
$551K - $569K
|
61.5K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.3K+ 6.36% |
$548K - $565K
|
223K
$9.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.6K+ 49.09% |
$516K - $532K
|
38.1K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.58% |
$507K - $523K
|
200K
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 138.84% |
$502K - $518K
|
21K
$892K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.8K+ 146.83% |
$484K - $500K
|
19.8K
$840K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9.91K+ 2.35% |
$407K - $420K
|
432K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.69KNew |
$398K - $411K
|
9.69K
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.22K+ 6.44% |
$379K - $391K
|
152K
$6.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
8.89K+ 3.68% |
$365K - $377K
|
250K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
8.74K+ 3.55% |
$359K - $371K
|
255K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.42K+ 1.07% |
$346K - $357K
|
798K
$33.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.4K+ 15.11% |
$345K - $356K
|
64K
$2.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.59K+ 6.07% |
$312K - $322K
|
133K
$5.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.52KNew |
$309K - $319K
|
7.52K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.1KNew |
$292K - $301K
|
7.1K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.97K+ 5.65% |
$287K - $296K
|
130K
$5.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.55K+ 5.04% |
$269K - $278K
|
136K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.17K+ 2.17% |
$253K - $262K
|
290K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.02K+ 28.82% |
$247K - $255K
|
26.9K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.57K+ 2.83% |
$229K - $236K
|
202K
$8.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.38K+ 603.48% |
$221K - $228K
|
6.27K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.9K+ 602.34% |
$201K - $208K
|
5.71K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.79KNew |
$197K - $203K
|
4.79K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.6K+ 2.42% |
$189K - $195K
|
195K
$8.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.09K+ 15.05% |
$168K - $174K
|
31.3K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.75K+ 150.0% |
$154K - $159K
|
6.25K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57K+ 23.19% |
$147K - $151K
|
19K
$804K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.11KNew |
$128K - $132K
|
3.11K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.9K+ 8.45% |
$119K - $123K
|
37.2K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 52.85% |
$117K - $121K
|
8.24K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.84K+ 6.28% |
$117K - $120K
|
48K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.8K+ 2800.0% |
$115K - $119K
|
2.9K
$123K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.5K+ 4.77% |
$103K - $106K
|
55K
$2.33M
|