Plan Group Financial, LLC Dimensional ETF Tr Inflation P Transaction History

Plan Group Financial, LLC

$295 Million
Q2 2025

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Plan Group Financial, LLC holds 98,375 shares of DFIP stock, worth $4.17 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

98,375

Previous 136,740 28.06%

Holding current value

$4.17 Million

Previous $5.76 Million 28.57%

% of portfolio

1.4%

Previous 2.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$41.11 - $42.42 $1.58 Million - $1.63 Million	-38,365 Reduced 28.06%	98,375 $4.11 Million
Q1 2025 May 09, 2025	BUY	$40.27 - $42.11 $560,276 - $585,876	13,913 Added 11.33%	136,740 $5.76 Million
Q4 2024 Jan 31, 2025	BUY	$40.31 - $42.43 $104,483 - $109,978	2,592 Added 2.16%	122,827 $4.97 Million
Q3 2024 Oct 22, 2024	BUY	$40.69 - $42.46 $330,809 - $345,199	8,130 Added 7.25%	120,235 $5.08 Million
Q2 2024 Aug 05, 2024	BUY	$40.31 - $41.37 $331,831 - $340,557	8,232 Added 7.93%	112,105 $4.58 Million
Q1 2024 Apr 26, 2024	BUY	$40.58 - $41.54 $517,760 - $530,008	12,759 Added 14.0%	103,873 $4.28 Million
Q4 2023 Jan 29, 2024	SELL	$39.16 - $41.47 $2.21 Million - $2.34 Million	-56,436 Reduced 38.25%	91,114 $3.76 Million
Q3 2023 Nov 13, 2023	BUY	$39.65 - $41.67 $2.7 Million - $2.83 Million	68,009 Added 85.5%	147,550 $5.87 Million
Q2 2023 Aug 10, 2023	BUY	$41.16 - $43.19 $3.27 Million - $3.44 Million	79,541 New	79,541 $3.29 Million

Others Institutions Holding DFIP

# of Institutions

148

Shares Held

16.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Plan Group Financial, LLC Dimensional ETF Tr Inflation P Transaction History