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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.19K- 7.84% |
$88.4K - $93.1K
|
25.8K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
44K+ 96.93% |
$1.77M - $1.87M
|
89.4K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65+ 2.14% |
$2.62K - $2.76K
|
3.1K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.69K+ 17.95% |
$149K - $157K
|
24.3K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
145KNew |
$5.83M - $6.14M
|
145K
$5.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63.4K+ 34.26% |
$2.56M - $2.69M
|
248K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-17.2K- 35.99% |
$695K - $731K
|
30.7K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
395+ 3.35% |
$15.9K - $16.8K
|
12.2K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.04% |
$121 - $127
|
7.79K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
24.8K+ 0.71% |
$1M - $1.05M
|
3.52M
$144M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.57K+ 42.33% |
$305K - $321K
|
25.5K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
95.2K+ 44.7% |
$3.84M - $4.04M
|
308K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
131K+ 64.27% |
$5.27M - $5.55M
|
334K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-783- 2.44% |
$31.6K - $33.2K
|
31.3K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.4K+ 39.75% |
$3.97M - $4.17M
|
346K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
229+ 4.36% |
$9.23K - $9.72K
|
5.48K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-51.3K- 76.49% |
$2.07M - $2.18M
|
15.8K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
15.3K+ 8.2% |
$615K - $648K
|
202K
$8.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.9% |
$202 - $212
|
560
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
202+ 1.37% |
$8.14K - $8.57K
|
15K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
9.74K+ 1.31% |
$392K - $413K
|
754K
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
914+ 10.17% |
$36.8K - $38.8K
|
9.91K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
59.6K+ 6.01% |
$2.4M - $2.53M
|
1.05M
$43.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
30.3K+ 22.81% |
$1.22M - $1.28M
|
163K
$6.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-53.9K- 49.68% |
$2.17M - $2.29M
|
54.6K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
191+ 1.29% |
$7.7K - $8.1K
|
15K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.08K+ 18.94% |
$83.8K - $88.2K
|
13K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
677+ 1.49% |
$27.3K - $28.7K
|
46.1K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.45K+ 20.56% |
$58.5K - $61.6K
|
8.51K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.1K+ 72.85% |
$3.03M - $3.19M
|
178K
$7.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 11.67% |
$49.1K - $51.7K
|
9.23K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
674+ 6.73% |
$27.2K - $28.6K
|
10.7K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.31K- 64.75% |
$134K - $141K
|
1.8K
$73.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.6K+ 5.05% |
$549K - $578K
|
283K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-7.01K- 44.15% |
$283K - $298K
|
8.87K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.87K+ 67.97% |
$398K - $419K
|
24.4K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.05K- 14.51% |
$42.3K - $44.6K
|
6.19K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.22K+ 15.83% |
$170K - $179K
|
30.8K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.78K+ 6.27% |
$233K - $245K
|
97.9K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 12.54% |
$130K - $137K
|
28.9K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.45K+ 24.79% |
$341K - $358K
|
42.5K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.9K+ 9.7% |
$521K - $549K
|
146K
$5.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$806 - $849
|
20
$820
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
189+ 1.92% |
$7.62K - $8.02K
|
10K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.5KNew |
$101K - $106K
|
2.5K
$102K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
105KNew |
$4.23M - $4.45M
|
105K
$4.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
560+ 1.47% |
$22.6K - $23.8K
|
38.7K
$1.59M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145+ 4.55% |
$5.9K - $6.16K
|
3.33K
$137K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 11.28% |
$44.2K - $46.2K
|
8.55K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.9KNew |
$1.38M - $1.44M
|
33.9K
$1.39M
|
|