Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
147KNew |
$5.93M - $6.25M
|
147K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
145KNew |
$5.83M - $6.14M
|
145K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
131K+ 64.27% |
$5.27M - $5.55M
|
334K
$13.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
105KNew |
$4.23M - $4.45M
|
105K
$4.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.4K+ 39.75% |
$3.97M - $4.17M
|
346K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
95.2K+ 44.7% |
$3.84M - $4.04M
|
308K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
94.3KNew |
$3.8M - $4M
|
94.3K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.1K+ 72.85% |
$3.03M - $3.19M
|
178K
$7.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63.4K+ 34.26% |
$2.56M - $2.69M
|
248K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
59.6K+ 6.01% |
$2.4M - $2.53M
|
1.05M
$43.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
44K+ 96.93% |
$1.77M - $1.87M
|
89.4K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
41.4K+ 31.3% |
$1.67M - $1.76M
|
174K
$7.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
30.3K+ 22.81% |
$1.22M - $1.28M
|
163K
$6.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
24.8K+ 0.71% |
$1M - $1.05M
|
3.52M
$145M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21.5K+ 98.37% |
$867K - $913K
|
43.4K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
21.2K+ 4.94% |
$856K - $901K
|
451K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.8KNew |
$679K - $715K
|
16.8K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
15.3K+ 8.2% |
$615K - $648K
|
202K
$8.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 3.72% |
$608K - $640K
|
421K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.8K+ 379.25% |
$595K - $626K
|
18.6K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.6K+ 5.05% |
$549K - $578K
|
283K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.9K+ 9.7% |
$521K - $549K
|
146K
$6.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$517K - $545K
|
12.8K
$528K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.87K+ 67.97% |
$398K - $419K
|
24.4K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
9.74K+ 1.31% |
$392K - $413K
|
754K
$31M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.6K+ 13.36% |
$387K - $407K
|
81.5K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.45K+ 24.79% |
$341K - $358K
|
42.5K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.57K+ 42.33% |
$305K - $321K
|
25.5K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.78K+ 6.27% |
$233K - $245K
|
97.9K
$4.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.31K+ 14.28% |
$174K - $183K
|
34.5K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.22K+ 15.83% |
$170K - $179K
|
30.8K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.69K+ 17.95% |
$149K - $157K
|
24.3K
$999K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 12.54% |
$130K - $137K
|
28.9K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95K+ 14.84% |
$119K - $125K
|
22.9K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.59K+ 2.16% |
$104K - $110K
|
123K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.5KNew |
$101K - $106K
|
2.5K
$103K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.08K+ 18.94% |
$83.8K - $88.2K
|
13K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.81K+ 0.51% |
$73K - $76.8K
|
355K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.45K+ 20.56% |
$58.5K - $61.6K
|
8.51K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
914+ 10.17% |
$36.8K - $38.8K
|
9.91K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
677+ 1.49% |
$27.3K - $28.7K
|
46.1K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
674+ 6.73% |
$27.2K - $28.6K
|
10.7K
$440K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
560+ 1.47% |
$22.6K - $23.8K
|
38.7K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
395+ 3.35% |
$15.9K - $16.8K
|
12.2K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
229+ 4.36% |
$9.23K - $9.72K
|
5.48K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
202+ 1.37% |
$8.14K - $8.57K
|
15K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
191+ 1.29% |
$7.7K - $8.1K
|
15K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
189+ 1.92% |
$7.62K - $8.02K
|
10K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171+ 2.99% |
$6.89K - $7.26K
|
5.89K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65+ 2.14% |
$2.62K - $2.76K
|
3.1K
$128K
|