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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
144K+ 20.48% |
$5.83M - $5.96M
|
844K
$34.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
86.4KNew |
$3.51M - $3.59M
|
86.4K
$3.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
53.3K+ 24.94% |
$2.16M - $2.22M
|
267K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.5KNew |
$2.01M - $2.06M
|
49.5K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
44.7K+ 130.16% |
$1.81M - $1.86M
|
79.1K
$3.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
33.5K+ 40.56% |
$1.36M - $1.39M
|
116K
$4.75M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30.7K+ 19.69% |
$1.24M - $1.27M
|
186K
$7.61M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.3K+ 7.32% |
$987K - $1.01M
|
357K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
22.9K+ 17.27% |
$929K - $951K
|
155K
$6.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2K+ 23.3% |
$859K - $879K
|
112K
$4.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
18.1KNew |
$736K - $753K
|
18.1K
$740K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
17K+ 21.63% |
$689K - $706K
|
95.5K
$3.9M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.1KNew |
$572K - $586K
|
14.1K
$575K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.8K+ 14.0% |
$518K - $530K
|
104K
$4.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
11.2KNew |
$455K - $466K
|
11.2K
$458K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.2K+ 23.23% |
$414K - $424K
|
54.2K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10K+ 29.18% |
$406K - $416K
|
44.3K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9.63K+ 5.84% |
$391K - $400K
|
174K
$7.12M
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
7.61K+ 5.63% |
$309K - $316K
|
143K
$5.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.81K+ 12.2% |
$276K - $283K
|
62.6K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.71K+ 13.26% |
$272K - $279K
|
57.3K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.12K+ 99.37% |
$248K - $254K
|
12.3K
$501K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.93K+ 3.4% |
$241K - $246K
|
180K
$7.37M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$226K - $231K
|
5.56K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.5KNew |
$223K - $229K
|
5.5K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
5.21K+ 4.17% |
$211K - $216K
|
130K
$5.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 6.0% |
$161K - $164K
|
70K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.68K+ 11.69% |
$149K - $153K
|
35.1K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.67K+ 13.27% |
$149K - $153K
|
31.4K
$1.28M
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
2.48K+ 7.56% |
$101K - $103K
|
35.3K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.42K+ 73.95% |
$98.3K - $101K
|
5.7K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.15K+ 0.85% |
$87.4K - $89.5K
|
256K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 7.86% |
$66.6K - $68.2K
|
22.5K
$921K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.59KNew |
$64.3K - $65.8K
|
1.59K
$64.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.56KNew |
$63.3K - $64.8K
|
1.56K
$63.7K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.37K+ 8.0% |
$55.7K - $57K
|
18.5K
$757K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.34K+ 1.76% |
$54.2K - $55.5K
|
77.4K
$3.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.21K+ 0.56% |
$49K - $50.2K
|
215K
$8.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 2.34% |
$45.6K - $46.6K
|
49.1K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.12K+ 13.89% |
$45.2K - $46.3K
|
9.14K
$373K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
851New |
$34.5K - $35.4K
|
851
$34.7K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
703+ 2.04% |
$28.5K - $29.2K
|
35.1K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
400+ 1.66% |
$16.2K - $16.6K
|
24.5K
$1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
324+ 0.88% |
$13.1K - $13.5K
|
37.2K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 2.56% |
$12K - $12.3K
|
11.8K
$483K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
253+ 2.99% |
$10.3K - $10.5K
|
8.7K
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167New |
$6.78K - $6.94K
|
167
$6.82K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
121+ 28.54% |
$4.91K - $5.03K
|
545
$22.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 0.47% |
$1.79K - $1.83K
|
9.46K
$386K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18+ 0.33% |
$730 - $748
|
5.51K
$225K
|
|