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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
659+ 1.95% |
$27.1K - $28K
|
34.5K
$1.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 40.48% |
$67.9K - $70K
|
2.43K
$102K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.5K+ 4.77% |
$103K - $106K
|
55K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.6K- 97.16% |
$1.26M - $1.3M
|
895
$37.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14KNew |
$574K - $592K
|
14K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.63KNew |
$66.8K - $69K
|
1.63K
$68.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.5K- 59.13% |
$472K - $487K
|
7.93K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.55K+ 5.04% |
$269K - $278K
|
136K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-264- 5.63% |
$10.9K - $11.2K
|
4.43K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-593- 6.92% |
$24.4K - $25.2K
|
7.97K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 115.29% |
$746K - $770K
|
33.9K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 138.84% |
$502K - $518K
|
21K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
51.7KNew |
$2.13M - $2.19M
|
51.7K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-359- 3.38% |
$14.8K - $15.2K
|
10.3K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.1KNew |
$292K - $301K
|
7.1K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.61K+ 169.84% |
$66K - $68.1K
|
2.55K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 31.13% |
$57.8K - $59.7K
|
3.11K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.6K- 2.75% |
$107K - $110K
|
91.6K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38.4K- 28.06% |
$1.58M - $1.63M
|
98.4K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151+ 0.4% |
$6.21K - $6.41K
|
37.7K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.33K- 0.55% |
$95.7K - $98.8K
|
417K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 4.65% |
$42.1K - $43.4K
|
23K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.38K+ 603.48% |
$221K - $228K
|
6.27K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
582+ 3.87% |
$23.9K - $24.7K
|
15.6K
$658K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.9K+ 8.45% |
$119K - $123K
|
37.2K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
820+ 33.43% |
$33.7K - $34.8K
|
3.27K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.42K+ 1.07% |
$346K - $357K
|
798K
$33.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-154- 2.32% |
$6.33K - $6.53K
|
6.48K
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-16.7K- 60.29% |
$686K - $708K
|
11K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
193+ 0.4% |
$7.93K - $8.19K
|
49.1K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.8K+ 8.21% |
$815K - $841K
|
261K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-4.25K- 43.88% |
$175K - $180K
|
5.44K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-51.4K- 21.94% |
$2.11M - $2.18M
|
183K
$7.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-14.8K- 8.01% |
$610K - $630K
|
170K
$7.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
373+ 0.46% |
$15.3K - $15.8K
|
81.9K
$3.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-683- 0.17% |
$28.1K - $29K
|
400K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.02K+ 28.82% |
$247K - $255K
|
26.9K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.18K- 15.04% |
$213K - $220K
|
29.3K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 3.16% |
$51.5K - $53.1K
|
40.9K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
228+ 0.88% |
$9.37K - $9.67K
|
26.2K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 2.11% |
$82.2 - $84.8
|
97
$4.09K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.52KNew |
$309K - $319K
|
7.52K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.57K+ 2.83% |
$229K - $236K
|
202K
$8.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
848+ 0.17% |
$34.9K - $36K
|
499K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.63K- 14.2% |
$314K - $324K
|
46.1K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.8K+ 146.83% |
$484K - $500K
|
19.8K
$834K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-665- 2.9% |
$27.3K - $28.2K
|
22.3K
$938K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
13.4K+ 27.9% |
$551K - $569K
|
61.5K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-11.5K- 21.57% |
$471K - $486K
|
41.6K
$1.75M
|