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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-45.2K- 74.0% |
$1.84M - $1.92M
|
15.9K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.6K- 6.93% |
$918K - $958K
|
303K
$12.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.7K- 32.8% |
$639K - $667K
|
32.2K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.8K- 15.16% |
$522K - $545K
|
71.9K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 32.63% |
$515K - $538K
|
26.1K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-11K- 18.61% |
$446K - $465K
|
47.9K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.33K- 1.03% |
$339K - $354K
|
803K
$32.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.3K- 48.97% |
$134K - $140K
|
3.43K
$139K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.94K- 10.28% |
$120K - $125K
|
25.7K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 8.65% |
$108K - $113K
|
28K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 2.37% |
$80.9K - $84.5K
|
81.8K
$3.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 15.09% |
$65K - $67.9K
|
8.99K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 32.99% |
$61.8K - $64.5K
|
3.09K
$125K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 11.28% |
$44.2K - $46.2K
|
8.55K
$345K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-971- 0.72% |
$39.5K - $41.2K
|
133K
$5.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-796- 1.17% |
$32.4K - $33.8K
|
67.1K
$2.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-712- 2.17% |
$29K - $30.2K
|
32.1K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-377- 7.37% |
$15.3K - $16K
|
4.74K
$191K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-360- 6.57% |
$14.6K - $15.3K
|
5.12K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-247- 2.31% |
$10.1K - $10.5K
|
10.4K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-216- 0.47% |
$8.79K - $9.17K
|
45.4K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-191- 1.3% |
$7.77K - $8.11K
|
14.5K
$586K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-109- 0.13% |
$4.44K - $4.63K
|
82.2K
$3.32M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-419- 26.88% |
$16.9K - $17.3K
|
1.14K
$46K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57- 23.27% |
$2.3K - $2.36K
|
188
$7.59K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36- 0.2% |
$1.45K - $1.49K
|
18.1K
$731K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 20.62% |
$806 - $827
|
77
$3.11K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7K- 12.98% |
$473K - $485K
|
78.2K
$3.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.98K- 32.35% |
$121K - $124K
|
6.23K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 3.29% |
$2.68K - $2.74K
|
1.94K
$78.4K
|
|
| 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
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.85K- 99.85% |
$268K - $284K
|
10
$404
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.16K- 38.13% |
$124K - $131K
|
5.13K
$207K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-771- 4.95% |
$30.2K - $32K
|
14.8K
$597K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 13.52% |
$1.68K - $1.78K
|
275
$11.1K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-305- 0.55% |
$12.1K - $12.7K
|
55.4K
$2.24M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.31K- 40.62% |
$175K - $184K
|
6.3K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.76K- 4.06% |
$152K - $160K
|
88.6K
$3.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-593- 9.07% |
$24K - $25.3K
|
5.94K
$240K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-12.7K- 18.3% |
$517K - $587K
|
56.8K
$2.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-284- 99.65% |
$11.5K - $13.1K
|
1
$40.4
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-20- 5.21% |
$813 - $922
|
364
$14.7K
|
|
| 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
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.66KClosed |
$220K - $232K
|
0
$0
|
|