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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145+ 4.55% |
$5.9K - $6.16K
|
3.33K
$135K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 11.28% |
$44.2K - $46.2K
|
8.55K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.33K- 1.03% |
$339K - $354K
|
803K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.72KNew |
$233K - $243K
|
5.72K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.9KNew |
$1.38M - $1.44M
|
33.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 32.63% |
$515K - $538K
|
26.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.55KNew |
$226K - $236K
|
5.55K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.43K+ 25.55% |
$262K - $273K
|
31.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
625+ 127.29% |
$25.4K - $26.5K
|
1.12K
$45.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
11.2K+ 17.24% |
$457K - $476K
|
76.3K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26+ 0.6% |
$1.06K - $1.1K
|
4.33K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 3.47% |
$49.9K - $52.1K
|
36.6K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07K+ 18.88% |
$84.4K - $88K
|
13.1K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.2KNew |
$1.39M - $1.45M
|
34.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
28.8K+ 40.52% |
$1.17M - $1.22M
|
100K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.35K+ 59.69% |
$136K - $142K
|
8.95K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$278K - $290K
|
6.82K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
824+ 2.36% |
$33.5K - $35K
|
35.8K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130+ 151.16% |
$5.29K - $5.52K
|
216
$8.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 32.99% |
$61.8K - $64.5K
|
3.09K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$513K - $536K
|
12.6K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.87KNew |
$198K - $207K
|
4.87K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34+ 1.77% |
$1.38K - $1.44K
|
1.95K
$78.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.39KNew |
$56.5K - $58.9K
|
1.39K
$56K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
106+ 0.66% |
$4.31K - $4.5K
|
16.3K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-216- 0.47% |
$8.79K - $9.17K
|
45.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.8K- 15.16% |
$522K - $545K
|
71.9K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.79K+ 0.78% |
$236K - $246K
|
744K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.6K- 6.93% |
$918K - $958K
|
303K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
97.9K+ 112.41% |
$3.98M - $4.16M
|
185K
$7.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 81.89% |
$460K - $480K
|
25.1K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
236KNew |
$9.58M - $10M
|
236K
$9.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.47K+ 10.92% |
$182K - $190K
|
45.4K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.3K- 48.97% |
$134K - $140K
|
3.43K
$139K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-247- 2.31% |
$10.1K - $10.5K
|
10.4K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.7K+ 44.87% |
$191K - $200K
|
15.2K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-45.2K- 74.0% |
$1.84M - $1.92M
|
15.9K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
28+ 0.1% |
$1.14K - $1.19K
|
27.6K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
366+ 5.11% |
$14.9K - $15.5K
|
7.53K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
109KNew |
$4.42M - $4.61M
|
109K
$4.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.63K+ 10.01% |
$66.2K - $69.1K
|
17.9K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
566+ 2.83% |
$23K - $24K
|
20.6K
$831K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27.4K+ 8.97% |
$1.11M - $1.16M
|
333K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 2.37% |
$80.9K - $84.5K
|
81.8K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
1.44M+ 70.1% |
$58.5M - $61.1M
|
3.49M
$141M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14.6K+ 16.87% |
$595K - $621K
|
101K
$4.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
393+ 1.83% |
$16K - $16.7K
|
21.9K
$883K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-11K- 18.61% |
$446K - $465K
|
47.9K
$1.93M
|