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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230New |
$9.26K - $9.69K
|
230
$9.59K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.2K- 37.12% |
$1.58M - $1.65M
|
66.4K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$354K - $370K
|
8.8K
$367K
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.3K- 1.04% |
$334K - $349K
|
790K
$32.9M
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
12K+ 33.11% |
$482K - $504K
|
48.1K
$2M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 24.59% |
$175K - $183K
|
22K
$918K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-10- 0.09% |
$403 - $421
|
10.6K
$442K
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 18.0% |
$798K - $834K
|
130K
$5.41M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.13K+ 36.18% |
$85.8K - $89.7K
|
8.02K
$334K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 54.33% |
$480K - $501K
|
33.8K
$1.41M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
331+ 59.11% |
$13.3K - $13.9K
|
891
$37.1K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$725 - $758
|
18
$750
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
52.5KNew |
$2.11M - $2.21M
|
52.5K
$2.19M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.31K+ 186.1% |
$174K - $182K
|
6.63K
$276K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.22KNew |
$331K - $346K
|
8.22K
$343K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.96K+ 64.47% |
$78.8K - $82.4K
|
4.99K
$208K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-733- 13.02% |
$29.5K - $30.9K
|
4.9K
$204K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.76K+ 5.98% |
$111K - $116K
|
48.9K
$2.04M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66K+ 27.64% |
$187K - $196K
|
21.5K
$896K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
779+ 1.47% |
$31.4K - $32.8K
|
53.7K
$2.24M
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.9K+ 11.33% |
$560K - $586K
|
137K
$5.7M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.8K+ 60.6% |
$1.8M - $1.88M
|
119K
$4.95M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
471K+ 189.57% |
$19M - $19.8M
|
719K
$30M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.39K+ 7.81% |
$136K - $143K
|
46.8K
$1.95M
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
46.9K+ 10.39% |
$1.89M - $1.97M
|
498K
$20.8M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
49.6K+ 14.11% |
$2M - $2.09M
|
401K
$16.7M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-46.8K- 99.88% |
$1.88M - $1.97M
|
56
$2.33K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-358- 1.81% |
$14.4K - $15.1K
|
19.4K
$809K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.76KNew |
$192K - $200K
|
4.76K
$198K
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
105+ 0.13% |
$4.23K - $4.42K
|
81.6K
$3.4M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.61K+ 6.32% |
$185K - $194K
|
77.5K
$3.23M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.48K+ 153.15% |
$59.8K - $62.5K
|
2.45K
$102K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.7K- 70.4% |
$1.44M - $1.5M
|
15K
$626K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-772- 8.37% |
$31.1K - $32.5K
|
8.45K
$352K
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-41- 0.04% |
$1.65K - $1.73K
|
94.2K
$3.93M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.16K+ 14.96% |
$208K - $217K
|
39.7K
$1.65M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.9K- 9.76% |
$439K - $459K
|
101K
$4.2M
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-258- 2.59% |
$10.4K - $10.9K
|
9.69K
$404K
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
57.9K+ 1.65% |
$2.33M - $2.44M
|
3.57M
$149M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.7K- 10.22% |
$1.08M - $1.12M
|
234K
$9.77M
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.37KNew |
$216K - $226K
|
5.37K
$224K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.19KNew |
$47.9K - $50.1K
|
1.19K
$49.6K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.24K+ 3.93% |
$131K - $137K
|
85.8K
$3.58M
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11.9K- 59.68% |
$478K - $499K
|
8.01K
$334K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-292- 37.2% |
$11.8K - $12.3K
|
493
$20.6K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-43- 1.18% |
$1.73K - $1.81K
|
3.61K
$150K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.4K+ 8.74% |
$781K - $817K
|
241K
$10.1M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31- 1.18% |
$1.25K - $1.31K
|
2.6K
$108K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
185+ 0.72% |
$7.45K - $7.79K
|
26K
$1.08M
|