Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
449KNew |
$18.7M - $19.2M
|
449K
$19.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157K+ 188.89% |
$6.53M - $6.7M
|
240K
$10.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
147K+ 19.19% |
$6.11M - $6.27M
|
913K
$38.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
85.1K+ 42.66% |
$3.54M - $3.63M
|
285K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40.6K+ 16.64% |
$1.69M - $1.73M
|
285K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
25.5K+ 53.11% |
$1.06M - $1.09M
|
73.5K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.5KNew |
$979K - $1M
|
23.5K
$999K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.5K+ 49.27% |
$853K - $875K
|
62.1K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
20.5K+ 5.84% |
$851K - $872K
|
371K
$15.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.9K+ 10.23% |
$830K - $851K
|
215K
$9.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
17.1K+ 7.26% |
$710K - $728K
|
252K
$10.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.71K+ 13.6% |
$362K - $371K
|
72.7K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.47K+ 12.33% |
$353K - $362K
|
77.2K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
8.37K+ 3.76% |
$348K - $357K
|
231K
$9.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.28K+ 2.85% |
$345K - $353K
|
298K
$12.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.95KNew |
$331K - $339K
|
7.95K
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.94K+ 5.32% |
$288K - $296K
|
137K
$5.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.88K+ 7.1% |
$286K - $294K
|
104K
$4.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.56K+ 4.95% |
$273K - $280K
|
139K
$5.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.12K+ 3.65% |
$255K - $261K
|
174K
$7.37M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.9K+ 94.4% |
$245K - $252K
|
12.2K
$516K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 189.8% |
$245K - $252K
|
9K
$382K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.79KNew |
$199K - $204K
|
4.79K
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.79K+ 7.49% |
$116K - $119K
|
40K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.54K+ 14.96% |
$106K - $108K
|
19.5K
$829K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 13.39% |
$106K - $108K
|
21.5K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.37K+ 8.09% |
$98.5K - $101K
|
31.6K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.42K+ 4.52% |
$58.9K - $60.4K
|
32.7K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
880+ 4.09% |
$36.6K - $37.5K
|
22.4K
$950K
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
810+ 2.13% |
$33.7K - $34.6K
|
38.9K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
707+ 1.78% |
$29.4K - $30.2K
|
40.5K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
545+ 3.71% |
$22.7K - $23.2K
|
15.2K
$647K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
543+ 7.0% |
$22.6K - $23.2K
|
8.3K
$352K
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
187+ 3.65% |
$7.78K - $7.98K
|
5.31K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
73+ 1.49% |
$3.04K - $3.11K
|
4.97K
$211K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
72+ 0.51% |
$3K - $3.07K
|
14.2K
$604K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66+ 0.85% |
$2.75K - $2.82K
|
7.84K
$333K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6+ 0.05% |
$250 - $256
|
10.9K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-601- 0.24% |
$25K - $25.6K
|
254K
$10.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-662- 1.44% |
$27.5K - $28.2K
|
45.4K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 64.43% |
$156K - $160K
|
2.07K
$87.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.05K- 30.21% |
$252K - $258K
|
14K
$593K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-11.8K- 4.7% |
$489K - $502K
|
239K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-72.7K- 16.84% |
$3.03M - $3.1M
|
359K
$15.2M
|