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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
471K+ 189.57% |
$19M - $19.8M
|
719K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
197KNew |
$7.92M - $8.28M
|
197K
$8.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
95.9K+ 12.71% |
$3.86M - $4.04M
|
850K
$35.1M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
57.9K+ 1.65% |
$2.33M - $2.44M
|
3.57M
$148M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
52.5KNew |
$2.11M - $2.21M
|
52.5K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
49.6K+ 14.11% |
$2M - $2.09M
|
401K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
46.9K+ 10.39% |
$1.89M - $1.97M
|
498K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.8K+ 60.6% |
$1.8M - $1.88M
|
119K
$4.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41.1K+ 39.22% |
$1.66M - $1.73M
|
146K
$6.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.7K+ 27.61% |
$1.64M - $1.71M
|
188K
$7.76M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
40.1K+ 10.56% |
$1.61M - $1.69M
|
420K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37.3K+ 236.61% |
$1.5M - $1.57M
|
53.1K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.5K+ 29.51% |
$1.15M - $1.2M
|
125K
$5.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.2K+ 14.86% |
$976K - $1.02M
|
187K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 18.0% |
$798K - $834K
|
130K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.8K+ 13.54% |
$797K - $834K
|
166K
$6.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.4K+ 8.74% |
$781K - $817K
|
241K
$9.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 6.15% |
$763K - $798K
|
327K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.9K+ 11.33% |
$560K - $586K
|
137K
$5.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.1K+ 30.81% |
$528K - $552K
|
55.6K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.2K+ 6.87% |
$493K - $515K
|
190K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
12K+ 33.11% |
$482K - $504K
|
48.1K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 54.33% |
$480K - $501K
|
33.8K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.7K+ 6.73% |
$471K - $492K
|
185K
$7.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
11.3K+ 3.27% |
$455K - $476K
|
357K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$354K - $370K
|
8.8K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.22KNew |
$331K - $346K
|
8.22K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
7.84K+ 3.89% |
$316K - $330K
|
209K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.36K+ 28.36% |
$256K - $268K
|
28.8K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.61K+ 23.14% |
$226K - $236K
|
29.9K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.43K+ 4.6% |
$218K - $228K
|
123K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.39KNew |
$217K - $227K
|
5.39K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.37KNew |
$216K - $226K
|
5.37K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.16K+ 14.96% |
$208K - $217K
|
39.7K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 4.96% |
$196K - $204K
|
103K
$4.25M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.76KNew |
$192K - $200K
|
4.76K
$197K
|
|
|
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
$889K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.61K+ 6.32% |
$185K - $194K
|
77.5K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 24.59% |
$175K - $183K
|
22K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.31K+ 186.1% |
$174K - $182K
|
6.63K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 29.41% |
$170K - $178K
|
18.6K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.06K+ 25393.75% |
$164K - $171K
|
4.08K
$169K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.9K+ 14.15% |
$157K - $164K
|
31.5K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$157K - $164K
|
3.9K
$161K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.76K+ 686.47% |
$151K - $158K
|
4.3K
$178K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.46K+ 11.2% |
$139K - $145K
|
34.3K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.39K+ 7.81% |
$136K - $143K
|
46.8K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.24K+ 3.93% |
$131K - $137K
|
85.8K
$3.55M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88KNew |
$116K - $121K
|
2.88K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.76K+ 5.98% |
$111K - $116K
|
48.9K
$2.02M
|