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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.08K- 27.31% |
$332K - $343K
|
21.5K
$897K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.58% |
$507K - $523K
|
200K
$8.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.87KNew |
$76.7K - $79.2K
|
1.87K
$77.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.97K+ 5.65% |
$287K - $296K
|
130K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
68.8KNew |
$2.83M - $2.92M
|
68.8K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
399+ 1.01% |
$16.4K - $16.9K
|
39.8K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.6K+ 2.42% |
$189K - $195K
|
195K
$8.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
98K+ 67.13% |
$4.03M - $4.16M
|
244K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
47K+ 25.03% |
$1.93M - $2M
|
235K
$9.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-983- 0.28% |
$40.4K - $41.7K
|
350K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.11KNew |
$128K - $132K
|
3.11K
$130K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-736- 2.39% |
$30.3K - $31.2K
|
30.1K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-242- 2.46% |
$9.95K - $10.3K
|
9.61K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
245+ 2.3% |
$10.1K - $10.4K
|
10.9K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.17K+ 2.17% |
$253K - $262K
|
290K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57K+ 23.19% |
$147K - $151K
|
19K
$790K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.68K+ 1.64% |
$69.1K - $71.4K
|
104K
$4.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.4K+ 15.11% |
$345K - $356K
|
64K
$2.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.46K+ 0.88% |
$60.1K - $62K
|
168K
$6.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9.91K+ 2.35% |
$407K - $420K
|
432K
$18M
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
117+ 1.54% |
$4.71K - $4.93K
|
7.69K
$321K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.93K- 67.15% |
$77.8K - $81.4K
|
945
$39.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.76K+ 686.47% |
$151K - $158K
|
4.3K
$179K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108+ 0.29% |
$4.35K - $4.55K
|
37.6K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.9K+ 14.15% |
$157K - $164K
|
31.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
327+ 1486.36% |
$13.2K - $13.8K
|
349
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.06K+ 25393.75% |
$164K - $171K
|
4.08K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.23K+ 8.48% |
$49.5K - $51.8K
|
15.7K
$656K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
197KNew |
$7.92M - $8.28M
|
197K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
330+ 7.57% |
$13.3K - $13.9K
|
4.69K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.1K- 85.98% |
$3.15M - $3.29M
|
12.7K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.42K+ 19.92% |
$57.3K - $59.9K
|
8.57K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.36K+ 28.36% |
$256K - $268K
|
28.8K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
40.1K+ 10.56% |
$1.61M - $1.69M
|
420K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100+ 0.29% |
$4.03K - $4.21K
|
34.4K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.39KNew |
$217K - $227K
|
5.39K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.25K+ 12.04% |
$90.4K - $94.5K
|
20.9K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230New |
$9.26K - $9.69K
|
230
$9.59K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.2K- 37.12% |
$1.58M - $1.65M
|
66.4K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$354K - $370K
|
8.8K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.3K- 1.04% |
$334K - $349K
|
790K
$32.9M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
12K+ 33.11% |
$482K - $504K
|
48.1K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 24.59% |
$175K - $183K
|
22K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-10- 0.09% |
$403 - $421
|
10.6K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 18.0% |
$798K - $834K
|
130K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.13K+ 36.18% |
$85.8K - $89.7K
|
8.02K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 54.33% |
$480K - $501K
|
33.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
331+ 59.11% |
$13.3K - $13.9K
|
891
$37.1K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$725 - $758
|
18
$750
|
|