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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.54K+ 6.92% |
$64.1K - $65.7K
|
23.8K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12- 0.24% |
$499 - $512
|
4.98K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74.4K+ 21.3% |
$3.09M - $3.17M
|
424K
$17.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
24.9K+ 23.8% |
$1.03M - $1.06M
|
129K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-439- 0.6% |
$18.3K - $18.7K
|
73K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
71+ 0.91% |
$2.95K - $3.03K
|
7.85K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-160- 4.43% |
$6.66K - $6.83K
|
3.45K
$145K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
998+ 15.92% |
$41.5K - $42.6K
|
7.27K
$306K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.41K- 66.9% |
$100K - $103K
|
1.19K
$50.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
285+ 0.35% |
$11.9K - $12.2K
|
82.2K
$3.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
23.7K+ 13.9% |
$986K - $1.01M
|
194K
$8.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25K+ 0.86% |
$93.4K - $95.8K
|
264K
$11.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.18K+ 59.17% |
$132K - $136K
|
8.55K
$360K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-641- 9.88% |
$26.7K - $27.3K
|
5.85K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.42K+ 133.96% |
$142K - $146K
|
5.97K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
13.3K+ 6.57% |
$552K - $566K
|
215K
$9.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
230K+ 3051.32% |
$9.55M - $9.79M
|
237K
$9.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 16.2% |
$568K - $582K
|
97.9K
$4.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.82KNew |
$159K - $163K
|
3.82K
$161K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$498K - $511K
|
12K
$505K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 103.09% |
$4.16K - $4.27K
|
197
$8.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.38K+ 33.97% |
$98.8K - $101K
|
9.37K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Matson Money. Inc.
|
BUY
|
- |
212+ 0.01% |
$8.82K - $9.04K
|
3.57M
$151M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
422+ 0.86% |
$17.6K - $18K
|
49.5K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.34K+ 3.65% |
$139K - $143K
|
95K
$4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-414- 4.27% |
$17.2K - $17.7K
|
9.28K
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
29.7K+ 3.42% |
$1.24M - $1.27M
|
898K
$37.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
924+ 3.16% |
$38.4K - $39.4K
|
30.2K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
564+ 5.99% |
$23.5K - $24.1K
|
9.97K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-618- 6.43% |
$25.7K - $26.4K
|
8.99K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-417- 1.39% |
$17.3K - $17.8K
|
29.6K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-679- 0.86% |
$28.2K - $29K
|
77.8K
$3.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.69K+ 33.62% |
$154K - $158K
|
14.7K
$618K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.17KNew |
$257K - $263K
|
6.17K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.31K+ 5.65% |
$96.2K - $98.6K
|
43.2K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-105- 1.93% |
$4.37K - $4.48K
|
5.33K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27K+ 6.48% |
$1.12M - $1.15M
|
444K
$18.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-32.1K- 32.66% |
$1.34M - $1.37M
|
66.2K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-784- 1.8% |
$32.6K - $33.4K
|
42.9K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.09K- 6.64% |
$87.1K - $89.3K
|
29.4K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-200- 0.66% |
$8.32K - $8.53K
|
30.1K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
147K+ 19.19% |
$6.11M - $6.27M
|
913K
$38.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157K+ 188.89% |
$6.53M - $6.7M
|
240K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.79KNew |
$199K - $204K
|
4.79K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.56K+ 4.95% |
$273K - $280K
|
139K
$5.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
8.37K+ 3.76% |
$348K - $357K
|
231K
$9.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-11.8K- 4.7% |
$489K - $502K
|
239K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
545+ 3.71% |
$22.7K - $23.2K
|
15.2K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
25.5K+ 53.11% |
$1.06M - $1.09M
|
73.5K
$3.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-601- 0.24% |
$25K - $25.6K
|
254K
$10.7M
|
|