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 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.41K+ 202.1% |
$98.9K - $102K
|
3.6K
$153K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.35K+ 8.16% |
$96.5K - $99.6K
|
31.1K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.04K+ 16.09% |
$83.7K - $86.4K
|
14.7K
$623K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.89K+ 60.58% |
$77.5K - $80K
|
5K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.87KNew |
$76.7K - $79.2K
|
1.87K
$79.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.68K+ 1.64% |
$69.1K - $71.4K
|
104K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.63KNew |
$66.8K - $69K
|
1.63K
$69K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.61K+ 169.84% |
$66K - $68.1K
|
2.55K
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.52K+ 8.5% |
$62.5K - $64.5K
|
19.4K
$824K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.52K+ 35.29% |
$62.4K - $64.4K
|
5.82K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.46K+ 0.88% |
$60.1K - $62K
|
168K
$7.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 3.16% |
$51.5K - $53.1K
|
40.9K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.19K+ 10.81% |
$48.8K - $50.3K
|
12.2K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 4.65% |
$42.1K - $43.4K
|
23K
$978K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
977+ 1.26% |
$40.2K - $41.4K
|
78.5K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
867+ 12.59% |
$35.6K - $36.8K
|
7.75K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
848+ 0.17% |
$34.9K - $36K
|
499K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
820+ 33.43% |
$33.7K - $34.8K
|
3.27K
$139K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
659+ 1.95% |
$27.1K - $28K
|
34.5K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
582+ 3.87% |
$23.9K - $24.7K
|
15.6K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
399+ 1.01% |
$16.4K - $16.9K
|
39.8K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
373+ 0.46% |
$15.3K - $15.8K
|
81.9K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
307+ 1.84% |
$12.6K - $13K
|
17K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
245+ 2.3% |
$10.1K - $10.4K
|
10.9K
$463K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
238+ 2.6% |
$9.78K - $10.1K
|
9.41K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
230+ 1.65% |
$9.46K - $9.76K
|
14.2K
$601K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
228+ 0.88% |
$9.37K - $9.67K
|
26.2K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Matson Money. Inc.
|
BUY
|
- |
211+ 0.01% |
$8.67K - $8.95K
|
3.57M
$152M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
193+ 0.4% |
$7.93K - $8.19K
|
49.1K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151+ 0.4% |
$6.21K - $6.41K
|
37.7K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
106+ 1.54% |
$4.36K - $4.5K
|
6.99K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
86+ 1.12% |
$3.54K - $3.65K
|
7.78K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
82+ 1.07% |
$3.37K - $3.48K
|
7.77K
$330K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
36+ 0.71% |
$1.48K - $1.53K
|
5.12K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 2.11% |
$82.2 - $84.8
|
97
$4.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-17- 0.11% |
$699 - $721
|
15.2K
$646K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.51% |
$822 - $848
|
3.88K
$165K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-70- 21.54% |
$2.88K - $2.97K
|
255
$10.8K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-75- 1.19% |
$3.08K - $3.18K
|
6.22K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-154- 2.32% |
$6.33K - $6.53K
|
6.48K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-242- 2.46% |
$9.95K - $10.3K
|
9.61K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-264- 5.63% |
$10.9K - $11.2K
|
4.43K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-359- 3.38% |
$14.8K - $15.2K
|
10.3K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-492- 7.05% |
$20.2K - $20.9K
|
6.49K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-593- 6.92% |
$24.4K - $25.2K
|
7.97K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-632- 2.12% |
$26K - $26.8K
|
29.2K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-636- 2.06% |
$26.1K - $27K
|
30.3K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-665- 2.9% |
$27.3K - $28.2K
|
22.3K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-677- 1.88% |
$27.8K - $28.7K
|
35.3K
$1.5M
|