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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130+ 151.16% |
$5.29K - $5.52K
|
216
$8.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34+ 1.77% |
$1.38K - $1.44K
|
1.95K
$80.3K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.77K+ 32.1% |
$71.3K - $73.2K
|
7.28K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
628+ 9.87% |
$25.3K - $26K
|
6.99K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
428New |
$17.3K - $17.7K
|
428
$17.6K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.1KNew |
$572K - $586K
|
14.1K
$579K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$226K - $231K
|
5.56K
$229K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.59KNew |
$64.3K - $65.8K
|
1.59K
$65.2K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.37K+ 8.0% |
$55.7K - $57K
|
18.5K
$762K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
851New |
$34.5K - $35.4K
|
851
$35K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167New |
$6.78K - $6.94K
|
167
$6.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 14.0% |
$113K - $119K
|
23.2K
$952K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$48.5K - $50.9K
|
1.22K
$50.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
834New |
$33.1K - $34.8K
|
834
$34.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27+ 1.14% |
$1.07K - $1.13K
|
2.4K
$98.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$39.7 - $41.7
|
1
$41.1
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.9KNew |
$408K - $428K
|
9.9K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 42.19% |
$160K - $168K
|
13.1K
$538K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.72KNew |
$193K - $202K
|
4.72K
$194K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.5KNew |
$60.8K - $63.9K
|
1.5K
$61.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$49.5K - $52K
|
1.22K
$50.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
580New |
$23.5K - $24.7K
|
580
$23.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22New |
$892 - $938
|
22
$904
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12New |
$487 - $511
|
12
$493
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.96% |
$203 - $213
|
526
$21.6K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$419K - $475K
|
10.3K
$424K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.88KNew |
$361K - $409K
|
8.88K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.72KNew |
$232K - $264K
|
5.72K
$235K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104+ 1.89% |
$4.23K - $4.8K
|
5.59K
$230K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.74K+ 370.03% |
$164K - $177K
|
4.75K
$195K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.4KNew |
$61.2K - $66.1K
|
1.4K
$57.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
190New |
$8.32K - $8.99K
|
190
$7.81K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$920 - $994
|
21
$863
|
|