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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 3.86% |
$50.1K - $52.7K
|
30.9K
$1.29M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$524 - $552
|
13
$543
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.6KNew |
$710K - $747K
|
17.6K
$735K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.49K+ 21.41% |
$141K - $148K
|
19.8K
$825K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.1K+ 30.05% |
$769K - $809K
|
82.6K
$3.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
351KNew |
$14.2M - $14.9M
|
351K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.18K+ 9.7% |
$128K - $135K
|
35.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 11.19% |
$58.9K - $62K
|
14.5K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
106KNew |
$4.26M - $4.48M
|
106K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.59K+ 28.68% |
$64.2K - $67.5K
|
7.14K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.63KNew |
$227K - $239K
|
5.63K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22New |
$887 - $933
|
22
$919
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.8K- 0.6% |
$193K - $204K
|
798K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
118KNew |
$4.76M - $5.01M
|
118K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1K- 98.57% |
$44.3K - $46.7K
|
16
$668
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
10.6KNew |
$428K - $451K
|
10.6K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.7K- 34.39% |
$473K - $498K
|
22.4K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 10.07% |
$406K - $427K
|
110K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
325New |
$13.1K - $13.8K
|
325
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.9KNew |
$3.66M - $3.86M
|
90.9K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95New |
$3.83K - $4.03K
|
95
$3.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
622+ 7.28% |
$25.1K - $26.4K
|
9.17K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.06K+ 40.13% |
$204K - $215K
|
17.7K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
934+ 2.56% |
$37.6K - $39.6K
|
37.5K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 5.45% |
$57.5K - $60.5K
|
27.6K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
47.1K+ 14.15% |
$1.9M - $2M
|
380K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
986+ 43.23% |
$39.7K - $41.8K
|
3.27K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
5.14KNew |
$207K - $218K
|
5.14K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30+ 0.69% |
$1.21K - $1.27K
|
4.36K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3.65KNew |
$147K - $155K
|
3.65K
$153K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
969New |
$39.1K - $41.1K
|
969
$40.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-297- 8.92% |
$12K - $12.6K
|
3.03K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
929+ 66.93% |
$37.4K - $39.4K
|
2.32K
$96.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.68K- 30.63% |
$390K - $411K
|
21.9K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-838- 5.52% |
$33.8K - $35.6K
|
14.3K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
49+ 0.65% |
$1.98K - $2.08K
|
7.58K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.6K+ 101.94% |
$1.03M - $1.09M
|
50.8K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40K+ 117.8% |
$1.61M - $1.7M
|
73.9K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.46K- 4.07% |
$58.8K - $61.9K
|
34.3K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.39K+ 18.83% |
$338K - $356K
|
52.9K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-801- 23.33% |
$32.3K - $34K
|
2.63K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.98K- 32.58% |
$362K - $381K
|
18.6K
$776K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
38K+ 16.13% |
$1.53M - $1.61M
|
274K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
36.1KNew |
$1.46M - $1.53M
|
36.1K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
46.9KNew |
$1.89M - $1.99M
|
46.9K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.94KNew |
$401K - $422K
|
9.94K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.45KNew |
$260K - $273K
|
6.45K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-42K- 13.85% |
$1.69M - $1.78M
|
261K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
41.4K+ 31.3% |
$1.67M - $1.76M
|
174K
$7.25M
|