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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-971- 0.72% |
$39.5K - $41.2K
|
133K
$5.63M
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.87K+ 25.15% |
$156K - $160K
|
19.3K
$813K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.42K- 51.6% |
$97.6K - $100K
|
2.27K
$95.9K
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.14K+ 13.08% |
$45.9K - $47.1K
|
9.84K
$415K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47+ 1.1% |
$1.89K - $1.94K
|
4.31K
$182K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 4.4% |
$65.9K - $67.6K
|
38.8K
$1.64M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 20.62% |
$806 - $827
|
77
$3.25K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.28K+ 92.7% |
$213K - $218K
|
11K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 104.93% |
$519K - $533K
|
25.2K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
55.1K+ 341.89% |
$2.22M - $2.28M
|
71.2K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 23.42% |
$468K - $480K
|
61.1K
$2.58M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57- 23.27% |
$2.3K - $2.36K
|
188
$7.93K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.61KNew |
$226K - $232K
|
5.61K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
197+ 0.56% |
$7.94K - $8.15K
|
35.3K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
26+ 0.07% |
$1.05K - $1.08K
|
35K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 33.92% |
$47K - $48.3K
|
4.61K
$194K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
428New |
$17.3K - $17.7K
|
428
$18.1K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
935+ 2.09% |
$37.7K - $38.7K
|
45.6K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
239K+ 167.42% |
$9.63M - $9.89M
|
382K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
53+ 17.26% |
$2.14K - $2.19K
|
360
$15.2K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
$3.47K - $3.56K
|
86
$3.63K
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-441- 0.52% |
$17.8K - $18.2K
|
84.7K
$3.57M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-885- 3.96% |
$35.7K - $36.6K
|
21.5K
$906K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
178+ 1.88% |
$7.18K - $7.36K
|
9.64K
$407K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 0.76% |
$967 - $993
|
3.19K
$134K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
2.46K+ 3.92% |
$99K - $102K
|
65.1K
$2.75M
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.3KNew |
$655K - $673K
|
16.3K
$686K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35K- 11.4% |
$54.3K - $55.8K
|
10.5K
$442K
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
739KNew |
$29.8M - $30.6M
|
739K
$31.2M
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$427K - $438K
|
10.6K
$447K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.89K+ 180.49% |
$358K - $368K
|
13.8K
$583K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-897- 14.92% |
$36.2K - $37.1K
|
5.12K
$216K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.43K- 4.94% |
$57.6K - $59.2K
|
27.5K
$1.16M
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.23K+ 7.93% |
$332K - $341K
|
112K
$4.73M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.4KNew |
$420K - $431K
|
10.4K
$440K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.7K+ 6.33% |
$68.7K - $70.5K
|
28.6K
$1.21M
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.32K+ 25.38% |
$93.5K - $96K
|
11.5K
$484K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.1K- 8.72% |
$1.25M - $1.29M
|
326K
$13.7M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-11.3K- 1.37% |
$456K - $468K
|
811K
$34.2M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-24.3K- 29.25% |
$981K - $1.01M
|
58.9K
$2.48M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10K+ 5.37% |
$404K - $414K
|
196K
$8.29M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
9.67K+ 12.49% |
$390K - $400K
|
87.1K
$3.68M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13K+ 40.69% |
$45.3K - $46.5K
|
3.89K
$164K
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.8K+ 16.49% |
$234K - $240K
|
40.9K
$1.73M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.1K- 12.44% |
$44.3K - $45.5K
|
7.74K
$326K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.82K- 11.85% |
$235K - $241K
|
43.3K
$1.83M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-419- 26.88% |
$16.9K - $17.3K
|
1.14K
$48.1K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19K+ 10.54% |
$767K - $787K
|
200K
$8.42M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
551New |
$22.2K - $22.8K
|
551
$23.3K
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
107K+ 12.63% |
$4.3M - $4.41M
|
951K
$40.1M
|