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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-683- 0.17% |
$28.1K - $29K
|
400K
$17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-736- 2.39% |
$30.3K - $31.2K
|
30.1K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-983- 0.28% |
$40.4K - $41.7K
|
350K
$14.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.31K- 3.98% |
$53.7K - $55.4K
|
31.5K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 31.13% |
$57.8K - $59.7K
|
3.11K
$132K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 40.48% |
$67.9K - $70K
|
2.43K
$103K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.1K- 24.87% |
$86.4K - $89.2K
|
6.35K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.33K- 0.55% |
$95.7K - $98.8K
|
417K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.6K- 2.75% |
$107K - $110K
|
91.6K
$3.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.64K- 3.08% |
$109K - $112K
|
83.2K
$3.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.14K- 6.71% |
$129K - $133K
|
43.6K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-4.25K- 43.88% |
$175K - $180K
|
5.44K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.18K- 15.04% |
$213K - $220K
|
29.3K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.63K- 14.2% |
$314K - $324K
|
46.1K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.08K- 27.31% |
$332K - $343K
|
21.5K
$913K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-11.5K- 21.57% |
$471K - $486K
|
41.6K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.5K- 59.13% |
$472K - $487K
|
7.93K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-14.8K- 8.01% |
$610K - $630K
|
170K
$7.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-16.7K- 60.29% |
$686K - $708K
|
11K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.5K- 49.31% |
$801K - $826K
|
20K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.6K- 97.16% |
$1.26M - $1.3M
|
895
$38K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38.4K- 28.06% |
$1.58M - $1.63M
|
98.4K
$4.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-42.5K- 4.14% |
$1.75M - $1.8M
|
983K
$41.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-51.4K- 21.94% |
$2.11M - $2.18M
|
183K
$7.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-101K- 100.0% |
$4.14M - $4.28M
|
3
$127
|