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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
1.44M+ 70.1% |
$58.5M - $61.1M
|
3.49M
$141M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
236KNew |
$9.58M - $10M
|
236K
$9.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
208K+ 144.08% |
$8.48M - $8.85M
|
353K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
109KNew |
$4.42M - $4.61M
|
109K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
97.9K+ 112.41% |
$3.98M - $4.16M
|
185K
$7.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
96.2K+ 1407.62% |
$3.91M - $4.09M
|
103K
$4.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.1K+ 26.01% |
$2.08M - $2.17M
|
248K
$10M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
48.2K+ 12.62% |
$1.96M - $2.04M
|
430K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41.3K+ 24.08% |
$1.68M - $1.75M
|
213K
$8.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
40.2K+ 4.23% |
$1.64M - $1.71M
|
991K
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.2KNew |
$1.39M - $1.45M
|
34.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.9KNew |
$1.38M - $1.44M
|
33.9K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
28.8K+ 40.52% |
$1.17M - $1.22M
|
100K
$4.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27.4K+ 8.97% |
$1.11M - $1.16M
|
333K
$13.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20.9K+ 18.71% |
$851K - $888K
|
133K
$5.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14.6K+ 16.87% |
$595K - $621K
|
101K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$513K - $536K
|
12.6K
$510K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 81.89% |
$460K - $480K
|
25.1K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
11.2K+ 17.24% |
$457K - $476K
|
76.3K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.9K+ 5.45% |
$442K - $461K
|
210K
$8.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
10.6K+ 7.27% |
$430K - $449K
|
156K
$6.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.13K+ 7.25% |
$331K - $345K
|
120K
$4.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.06KNew |
$287K - $300K
|
7.06K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$278K - $290K
|
6.82K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.61K+ 5.26% |
$269K - $281K
|
132K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.43K+ 25.55% |
$262K - $273K
|
31.6K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.96K+ 146.88% |
$242K - $253K
|
10K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.79K+ 0.78% |
$236K - $246K
|
744K
$30.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.72KNew |
$233K - $243K
|
5.72K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.69K+ 1.42% |
$232K - $242K
|
406K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.55KNew |
$226K - $236K
|
5.55K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.08K+ 48.69% |
$207K - $216K
|
15.5K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.87KNew |
$198K - $207K
|
4.87K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.7K+ 44.87% |
$191K - $200K
|
15.2K
$614K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.47K+ 10.92% |
$182K - $190K
|
45.4K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.4K+ 66.92% |
$179K - $187K
|
11K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.97K+ 4.5% |
$161K - $168K
|
92.1K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.35K+ 59.69% |
$136K - $142K
|
8.95K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3K+ 12.67% |
$122K - $127K
|
26.6K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.63K+ 56.94% |
$107K - $111K
|
7.24K
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.33K+ 0.87% |
$94.7K - $98.8K
|
269K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07K+ 18.88% |
$84.4K - $88K
|
13.1K
$528K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.82K+ 16.23% |
$74.2K - $77.4K
|
13.1K
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.7K+ 4.67% |
$69.3K - $72.4K
|
38.2K
$1.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.64K+ 5.07% |
$66.9K - $69.8K
|
34.1K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.63K+ 10.01% |
$66.2K - $69.1K
|
17.9K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.39KNew |
$56.5K - $58.9K
|
1.39K
$56.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 2.92% |
$51.4K - $53.6K
|
44.6K
$1.8M
|