Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q1 2025. 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 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
95.9K+ 12.71% |
$3.86M - $4.04M
|
850K
$35.7M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
57.9K+ 1.65% |
$2.33M - $2.44M
|
3.57M
$150M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41.1K+ 39.22% |
$1.66M - $1.73M
|
146K
$6.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.7K+ 27.61% |
$1.64M - $1.71M
|
188K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37.3K+ 236.61% |
$1.5M - $1.57M
|
53.1K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.5K+ 29.51% |
$1.15M - $1.2M
|
125K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.2K+ 14.86% |
$976K - $1.02M
|
187K
$7.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.8K+ 13.54% |
$797K - $834K
|
166K
$6.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.4K+ 8.74% |
$781K - $817K
|
241K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 6.15% |
$763K - $798K
|
327K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.1K+ 30.81% |
$528K - $552K
|
55.6K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.2K+ 6.87% |
$493K - $515K
|
190K
$7.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.7K+ 6.73% |
$471K - $492K
|
185K
$7.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
11.3K+ 3.27% |
$455K - $476K
|
357K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
7.84K+ 3.89% |
$316K - $330K
|
209K
$8.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.61K+ 23.14% |
$226K - $236K
|
29.9K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.43K+ 4.6% |
$218K - $228K
|
123K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.37KNew |
$216K - $226K
|
5.37K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 4.96% |
$196K - $204K
|
103K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 29.41% |
$170K - $178K
|
18.6K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$157K - $164K
|
3.9K
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.46K+ 11.2% |
$139K - $145K
|
34.3K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.24K+ 3.93% |
$131K - $137K
|
85.8K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.34K+ 17.9% |
$94.1K - $98.4K
|
15.4K
$646K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.74K+ 6.84% |
$70.1K - $73.3K
|
27.2K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.44K+ 26.4% |
$57.9K - $60.6K
|
6.89K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.41K+ 25.63% |
$56.6K - $59.2K
|
6.89K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.34K+ 15.71% |
$53.8K - $56.3K
|
9.85K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.19KNew |
$47.9K - $50.1K
|
1.19K
$50K
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.19K+ 4.86% |
$47.8K - $49.9K
|
25.6K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.17K+ 0.28% |
$47K - $49.1K
|
422K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
945New |
$38.1K - $39.8K
|
945
$39.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
902+ 0.32% |
$36.3K - $38K
|
284K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
801+ 2.07% |
$32.3K - $33.7K
|
39.5K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
697+ 2.41% |
$28.1K - $29.4K
|
29.6K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
645+ 6.43% |
$26K - $27.2K
|
10.7K
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
480+ 3.94% |
$19.3K - $20.2K
|
12.7K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
293+ 1.66% |
$11.8K - $12.3K
|
17.9K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
279+ 2.61% |
$11.2K - $11.7K
|
11K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
241+ 1.61% |
$9.71K - $10.1K
|
15.2K
$640K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
185+ 0.72% |
$7.45K - $7.79K
|
26K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
78+ 0.34% |
$3.14K - $3.28K
|
22.9K
$963K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31- 1.18% |
$1.25K - $1.31K
|
2.6K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-43- 1.18% |
$1.73K - $1.81K
|
3.61K
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-59- 1.15% |
$2.38K - $2.48K
|
5.08K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-101- 1.3% |
$4.07K - $4.25K
|
7.69K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129- 0.42% |
$5.19K - $5.43K
|
30.8K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-150- 2.33% |
$6.04K - $6.32K
|
6.3K
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-165- 0.42% |
$6.64K - $6.95K
|
39.4K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-258- 2.59% |
$10.4K - $10.9K
|
9.69K
$407K
|