Latest Institutional Purchases of Dimensional ETF Tr Inflation P (DFIP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Inflation P (DFIP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
98K+ 67.13% |
$4.03M - $4.16M
|
244K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
73.5KNew |
$3.02M - $3.12M
|
73.5K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
68.8KNew |
$2.83M - $2.92M
|
68.8K
$2.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 354.04% |
$2.7M - $2.79M
|
84.2K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
51.7KNew |
$2.13M - $2.19M
|
51.7K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
47K+ 25.03% |
$1.93M - $2M
|
235K
$9.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
46.5K+ 6.47% |
$1.91M - $1.97M
|
766K
$32.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
25.3K+ 7.08% |
$1.04M - $1.07M
|
383K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.2K+ 6.8% |
$915K - $944K
|
349K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.8K+ 8.21% |
$815K - $841K
|
261K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
18.6K+ 2.19% |
$766K - $790K
|
869K
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 115.29% |
$746K - $770K
|
33.9K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
17.6K+ 31346.43% |
$722K - $745K
|
17.6K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14KNew |
$574K - $592K
|
14K
$589K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13.9K+ 16.67% |
$569K - $588K
|
96.9K
$4.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
13.4K+ 27.9% |
$551K - $569K
|
61.5K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.3K+ 6.36% |
$548K - $565K
|
223K
$9.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.6K+ 49.09% |
$516K - $532K
|
38.1K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.58% |
$507K - $523K
|
200K
$8.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 138.84% |
$502K - $518K
|
21K
$885K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.8K+ 146.83% |
$484K - $500K
|
19.8K
$834K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9.91K+ 2.35% |
$407K - $420K
|
432K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.69KNew |
$398K - $411K
|
9.69K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.22K+ 6.44% |
$379K - $391K
|
152K
$6.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
8.89K+ 3.68% |
$365K - $377K
|
250K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
8.74K+ 3.55% |
$359K - $371K
|
255K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.42K+ 1.07% |
$346K - $357K
|
798K
$33.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.4K+ 15.11% |
$345K - $356K
|
64K
$2.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.59K+ 6.07% |
$312K - $322K
|
133K
$5.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.52KNew |
$309K - $319K
|
7.52K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.1KNew |
$292K - $301K
|
7.1K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.97K+ 5.65% |
$287K - $296K
|
130K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.55K+ 5.04% |
$269K - $278K
|
136K
$5.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.17K+ 2.17% |
$253K - $262K
|
290K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.02K+ 28.82% |
$247K - $255K
|
26.9K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.57K+ 2.83% |
$229K - $236K
|
202K
$8.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.38K+ 603.48% |
$221K - $228K
|
6.27K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.9K+ 602.34% |
$201K - $208K
|
5.71K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.79KNew |
$197K - $203K
|
4.79K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.6K+ 2.42% |
$189K - $195K
|
195K
$8.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.09K+ 15.05% |
$168K - $174K
|
31.3K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.75K+ 150.0% |
$154K - $159K
|
6.25K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57K+ 23.19% |
$147K - $151K
|
19K
$799K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.11KNew |
$128K - $132K
|
3.11K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.9K+ 8.45% |
$119K - $123K
|
37.2K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 52.85% |
$117K - $121K
|
8.24K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.84K+ 6.28% |
$117K - $120K
|
48K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.8K+ 2800.0% |
$115K - $119K
|
2.9K
$122K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.5K+ 4.77% |
$103K - $106K
|
55K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.41K+ 202.1% |
$98.9K - $102K
|
3.6K
$151K
|