Latest Institutional Transactions on Dimensional ETF Tr Inflation P (DFIP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Inflation P (DFIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11.9K- 59.68% |
$478K - $499K
|
8.01K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-258- 2.59% |
$10.4K - $10.9K
|
9.69K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
57.9K+ 1.65% |
$2.33M - $2.44M
|
3.57M
$150M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.7K- 10.22% |
$1.08M - $1.12M
|
234K
$9.85M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.37KNew |
$216K - $226K
|
5.37K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.19KNew |
$47.9K - $50.1K
|
1.19K
$50K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.24K+ 3.93% |
$131K - $137K
|
85.8K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-292- 37.2% |
$11.8K - $12.3K
|
493
$20.7K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-43- 1.18% |
$1.73K - $1.81K
|
3.61K
$152K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 6.15% |
$763K - $798K
|
327K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
185+ 0.72% |
$7.45K - $7.79K
|
26K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31- 1.18% |
$1.25K - $1.31K
|
2.6K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.74K+ 6.84% |
$70.1K - $73.3K
|
27.2K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.4K+ 8.74% |
$781K - $817K
|
241K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15.1K- 27.71% |
$610K - $638K
|
39.5K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.44K+ 26.4% |
$57.9K - $60.6K
|
6.89K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 29.41% |
$170K - $178K
|
18.6K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
78+ 0.34% |
$3.14K - $3.28K
|
22.9K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
7.84K+ 3.89% |
$316K - $330K
|
209K
$8.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.5K+ 29.51% |
$1.15M - $1.2M
|
125K
$5.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.7K+ 6.73% |
$471K - $492K
|
185K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.46K+ 11.2% |
$139K - $145K
|
34.3K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-32.1K- 11.74% |
$1.29M - $1.35M
|
241K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.9K- 10.22% |
$76.5K - $80K
|
16.7K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-25.1K- 2.39% |
$1.01M - $1.06M
|
1.03M
$43.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3K- 9.77% |
$121K - $126K
|
27.7K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.19K+ 4.86% |
$47.8K - $49.9K
|
25.6K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37.3K+ 236.61% |
$1.5M - $1.57M
|
53.1K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-344- 1.1% |
$13.9K - $14.5K
|
30.9K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
11.3K+ 3.27% |
$455K - $476K
|
357K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
279+ 2.61% |
$11.2K - $11.7K
|
11K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
241+ 1.61% |
$9.71K - $10.1K
|
15.2K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-150- 2.33% |
$6.04K - $6.32K
|
6.3K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$157K - $164K
|
3.9K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.34K- 26.39% |
$94.3K - $98.6K
|
6.53K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.41K+ 25.63% |
$56.6K - $59.2K
|
6.89K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
945New |
$38.1K - $39.8K
|
945
$39.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-101- 1.3% |
$4.07K - $4.25K
|
7.69K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
293+ 1.66% |
$11.8K - $12.3K
|
17.9K
$751K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.17K+ 0.28% |
$47K - $49.1K
|
422K
$17.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 94.46% |
$68.6K - $71.8K
|
100
$4.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-87.9K- 26.31% |
$3.54M - $3.7M
|
246K
$10.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
95.9K+ 12.71% |
$3.86M - $4.04M
|
850K
$35.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
902+ 0.32% |
$36.3K - $38K
|
284K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-6.3K- 7.05% |
$254K - $265K
|
83.1K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-59- 1.15% |
$2.38K - $2.48K
|
5.08K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.34K+ 15.71% |
$53.8K - $56.3K
|
9.85K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.71K- 1.18% |
$68.7K - $71.9K
|
143K
$6.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129- 0.42% |
$5.19K - $5.43K
|
30.8K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 4.96% |
$196K - $204K
|
103K
$4.32M
|