Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Inflation P (DFIP)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 5.82% |
$86.9K - $90.9K
|
34.4K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.48K- 79.46% |
$102K - $106K
|
642
$26.3K
|
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
SELL
|
- |
-3.64K- 31.55% |
$149K - $156K
|
7.89K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.15K- 14.02% |
$293K - $306K
|
43.8K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-8.63K- 11.21% |
$353K - $370K
|
68.4K
$2.8M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-11.6K- 26.94% |
$476K - $498K
|
31.5K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-43.8K- 79.11% |
$1.79M - $1.88M
|
11.6K
$474K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-46.2K- 83.38% |
$1.89M - $1.98M
|
9.21K
$377K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-62.1K- 78.72% |
$2.54M - $2.66M
|
16.8K
$688K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-156K- 87.7% |
$6.38M - $6.67M
|
21.9K
$895K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-159K- 87.78% |
$6.51M - $6.81M
|
22.1K
$907K
|