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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
253+ 2.99% |
$10.3K - $10.5K
|
8.7K
$355K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.93K+ 3.4% |
$241K - $246K
|
180K
$7.35M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.1KNew |
$572K - $586K
|
14.1K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7K- 12.98% |
$473K - $485K
|
78.2K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.5KNew |
$2.01M - $2.06M
|
49.5K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.42K+ 73.95% |
$98.3K - $101K
|
5.7K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.92K- 4.12% |
$78K - $79.8K
|
44.7K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-17.1K- 4.12% |
$694K - $710K
|
397K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
324+ 0.88% |
$13.1K - $13.5K
|
37.2K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.37K+ 8.0% |
$55.7K - $57K
|
18.5K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.12K+ 99.37% |
$248K - $254K
|
12.3K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.57K- 0.31% |
$104K - $107K
|
822K
$33.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-544- 8.3% |
$22.1K - $22.6K
|
6.01K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-599- 12.33% |
$24.3K - $24.9K
|
4.26K
$174K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 2.56% |
$12K - $12.3K
|
11.8K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.65K- 19.84% |
$351K - $359K
|
34.9K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 3.29% |
$2.68K - $2.74K
|
1.94K
$79.1K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.72K- 14.01% |
$192K - $196K
|
29K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-482- 8.91% |
$19.6K - $20K
|
4.93K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.37K- 42.83% |
$96.1K - $98.4K
|
3.16K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.17K- 12.4% |
$128K - $132K
|
22.4K
$911K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05K- 23.32% |
$42.4K - $43.5K
|
3.44K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12.4K- 12.51% |
$505K - $517K
|
87K
$3.54M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
400+ 1.66% |
$16.2K - $16.6K
|
24.5K
$998K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.75K- 49.86% |
$112K - $114K
|
2.77K
$113K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
703+ 2.04% |
$28.5K - $29.2K
|
35.1K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
7.61K+ 5.63% |
$309K - $316K
|
143K
$5.82M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$226K - $231K
|
5.56K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
17K+ 21.63% |
$689K - $706K
|
95.5K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
22.9K+ 17.27% |
$929K - $951K
|
155K
$6.33M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.3K+ 7.32% |
$987K - $1.01M
|
357K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.68K+ 11.69% |
$149K - $153K
|
35.1K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.34K+ 1.76% |
$54.2K - $55.5K
|
77.4K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30.7K+ 19.69% |
$1.24M - $1.27M
|
186K
$7.6M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.01K- 61.06% |
$122K - $125K
|
1.92K
$78.2K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.8K- 12.69% |
$519K - $531K
|
87.9K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.71K+ 13.26% |
$272K - $279K
|
57.3K
$2.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 2.34% |
$45.6K - $46.6K
|
49.1K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.57K- 4.56% |
$63.6K - $65.1K
|
32.8K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 0.47% |
$1.79K - $1.83K
|
9.46K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.8K+ 14.0% |
$518K - $530K
|
104K
$4.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
53.3K+ 24.94% |
$2.16M - $2.22M
|
267K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-61.4K- 42.46% |
$2.49M - $2.55M
|
83.2K
$3.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.56KNew |
$63.3K - $64.8K
|
1.56K
$63.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
144K+ 20.48% |
$5.83M - $5.96M
|
844K
$34.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 6.0% |
$161K - $164K
|
70K
$2.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10K+ 29.18% |
$406K - $416K
|
44.3K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18+ 0.33% |
$730 - $748
|
5.51K
$225K
|
|