Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Inflation P (DFIP)

DFIP Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR INFLATION P.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
109K
+ 22.91%
$4.47M - $4.68M
586K $24.2M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
59.6K
New
$2.44M - $2.55M
59.6K $2.46M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
53.8K
+ 23.21%
$2.2M - $2.3M
286K $11.8M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
51.2K
+ 30.41%
$2.1M - $2.19M
220K $9.05M
May 04, 2023 Q1 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
35.8K
+ 9.22%
$1.46M - $1.53M
424K $17.5M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
30.2K
+ 166.21%
$1.24M - $1.3M
48.4K $2M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
26.2K
+ 695.06%
$1.07M - $1.12M
30K $1.23M
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
20.9K
+ 91.64%
$855K - $895K
43.7K $1.8M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
19.7K
+ 60.53%
$808K - $846K
52.4K $2.16M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
18.4K
New
$753K - $788K
18.4K $758K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
9.76K
+ 13.28%
$399K - $418K
83.2K $3.43M
Apr 19, 2023 Q1 2023
Midwest Heritage Bank, Fsb

BUY
 -
9.64K
+ 45.54%
$395K - $413K
30.8K $1.27M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.9K
+ 37.37%
$364K - $381K
32.7K $1.35M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
8K
+ 35.12%
$328K - $343K
30.8K $1.27M
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
7.68K
+ 15.11%
$314K - $329K
58.5K $2.41M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
7.15K
New
$293K - $306K
7.15K $295K
Apr 18, 2023 Q1 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
6.37K
+ 14.98%
$261K - $273K
48.9K $2.02M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
6.07K
New
$249K - $260K
6.07K $250K
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
5.86K
+ 1.53%
$240K - $251K
389K $16M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
5.1K
+ 17.71%
$209K - $219K
33.9K $1.4M
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

BUY
 -
4.72K
New
$193K - $202K
4.72K $194K
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
4.67K
+ 2.62%
$191K - $200K
183K $7.53M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
4.06K
+ 14.3%
$166K - $174K
32.4K $1.34M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
3.45K
+ 16.38%
$141K - $148K
24.5K $1.01M
Apr 19, 2023 Q1 2023
Better Wealth, LLC

BUY
 -
3.19K
+ 2.76%
$131K - $137K
119K $4.89M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.57K
+ 6.38%
$105K - $110K
42.9K $1.77M
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
2.34K
+ 8.07%
$95.9K - $100K
31.4K $1.29M
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
947
+ 7.66%
$38.8K - $40.6K
13.3K $548K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
870
+ 8.76%
$35.6K - $37.3K
10.8K $445K
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
775
+ 10.65%
$31.7K - $33.2K
8.05K $332K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
643
+ 1.98%
$26.3K - $27.5K
33.1K $1.36M
Apr 17, 2023 Q1 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
557
+ 0.36%
$22.8K - $23.9K
153K $6.33M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
523
New
$21.4K - $22.4K
523 $21.6K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
353
New
$14.4K - $15.1K
353 $14.5K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
328
New
$13.4K - $14K
328 $13.5K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
297
+ 2.17%
$12.2K - $12.7K
14K $577K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
275
New
$11.3K - $11.8K
275 $11.3K
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
240
+ 12.28%
$9.82K - $10.3K
2.2K $90.5K
Apr 03, 2023 Q1 2023
Shearwater Capital LLC

BUY
 -
153
+ 0.6%
$6.26K - $6.55K
25.5K $1.05M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
142
New
$5.81K - $6.08K
142 $5.85K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
91
+ 0.22%
$3.72K - $3.9K
41.8K $1.72M
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
41
+ 0.58%
$1.68K - $1.76K
7.09K $292K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-12
Closed
$491 - $514
0 $0
Apr 24, 2023 Q1 2023
Mendota Financial Group, LLC

Madison, WI
SELL
 -
-192
- 4.88%
$7.86K - $8.22K
3.74K $154K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-635
- 7.41%
$26K - $27.2K
7.93K $327K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-715
- 9.64%
$29.3K - $30.6K
6.7K $276K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

SELL
 -
-1.02K
- 2.77%
$41.6K - $43.5K
35.7K $1.47M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

SELL
 -
-1.63K
- 9.21%
$66.5K - $69.6K
16K $660K

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