Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-64.1K- 57.24% |
$2.58M - $2.65M
|
47.9K
$2.03M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.1K- 8.72% |
$1.25M - $1.29M
|
326K
$13.8M
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-29.8K- 19.18% |
$1.2M - $1.23M
|
126K
$5.32M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-24.3K- 29.25% |
$981K - $1.01M
|
58.9K
$2.49M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-12K- 5.6% |
$485K - $498K
|
203K
$8.6M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-11.3K- 1.37% |
$456K - $468K
|
811K
$34.3M
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8.85K- 9.26% |
$357K - $366K
|
86.7K
$3.67M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.82K- 11.85% |
$235K - $241K
|
43.3K
$1.83M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.52K- 54.49% |
$223K - $228K
|
4.61K
$195K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.32K- 3.81% |
$214K - $220K
|
134K
$5.69M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.64K- 5.33% |
$187K - $192K
|
82.3K
$3.49M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.12K- 4.68% |
$166K - $170K
|
83.8K
$3.55M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.55K- 19.74% |
$143K - $147K
|
14.4K
$611K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.42K- 51.6% |
$97.6K - $100K
|
2.27K
$96.2K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.43K- 4.94% |
$57.6K - $59.2K
|
27.5K
$1.17M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35K- 11.4% |
$54.3K - $55.8K
|
10.5K
$444K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.2K- 10.09% |
$48.4K - $49.6K
|
10.7K
$453K
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.1K- 12.44% |
$44.3K - $45.5K
|
7.74K
$327K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-897- 14.92% |
$36.2K - $37.1K
|
5.12K
$217K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-885- 3.96% |
$35.7K - $36.6K
|
21.5K
$910K
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-441- 0.52% |
$17.8K - $18.2K
|
84.7K
$3.59M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-419- 26.88% |
$16.9K - $17.3K
|
1.14K
$48.3K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-231- 2.01% |
$9.31K - $9.56K
|
11.2K
$476K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.79% |
$4.03K - $4.14K
|
5.48K
$232K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-66- 0.2% |
$2.66K - $2.73K
|
32.8K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57- 23.27% |
$2.3K - $2.36K
|
188
$7.96K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36- 0.2% |
$1.45K - $1.49K
|
18.1K
$766K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 20.62% |
$806 - $827
|
77
$3.26K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7K- 12.98% |
$473K - $485K
|
78.2K
$3.31M
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.01K- 61.06% |
$122K - $125K
|
1.92K
$81.3K
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.98K- 32.35% |
$121K - $124K
|
6.23K
$264K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 3.29% |
$2.68K - $2.74K
|
1.94K
$82.2K
|
|
Q4 2023 | |||||||
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31.3K- 48.86% |
$1.23M - $1.3M
|
32.8K
$1.39M
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.85K- 99.85% |
$268K - $284K
|
10
$423
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.16K- 38.13% |
$124K - $131K
|
5.13K
$217K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.29K- 29.94% |
$89.5K - $94.8K
|
5.35K
$227K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.06K- 13.59% |
$41.4K - $43.9K
|
6.73K
$285K
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-771- 4.95% |
$30.2K - $32K
|
14.8K
$626K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 13.52% |
$1.68K - $1.78K
|
275
$11.6K
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-305- 0.55% |
$12.1K - $12.7K
|
55.4K
$2.34M
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.31K- 40.62% |
$175K - $184K
|
6.3K
$267K
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.76K- 4.06% |
$152K - $160K
|
88.6K
$3.75M
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-593- 9.07% |
$24K - $25.3K
|
5.94K
$252K
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-12.7K- 18.3% |
$517K - $587K
|
56.8K
$2.4M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-284- 99.65% |
$11.5K - $13.1K
|
1
$42.3
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-20- 5.21% |
$813 - $922
|
364
$15.4K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-105KClosed |
$4.6M - $4.97M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.89KClosed |
$302K - $326K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-380Closed |
$16.6K - $18K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-100KClosed |
$4.73M - $4.99M
|
0
$0
|