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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-292- 37.2% |
$11.8K - $12.3K
|
493
$20.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-344- 1.1% |
$13.9K - $14.5K
|
30.9K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$43.3K - $45.3K
|
13.9K
$585K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 94.46% |
$68.6K - $71.8K
|
100
$4.2K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.71K- 1.18% |
$68.7K - $71.9K
|
143K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.9K- 10.22% |
$76.5K - $80K
|
16.7K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.34K- 26.39% |
$94.3K - $98.6K
|
6.53K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 29.5% |
$118K - $123K
|
6.98K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3K- 9.77% |
$121K - $126K
|
27.7K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-6.3K- 7.05% |
$254K - $265K
|
83.1K
$3.49M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11.9K- 59.68% |
$478K - $499K
|
8.01K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15.1K- 27.71% |
$610K - $638K
|
39.5K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-25.1K- 2.39% |
$1.01M - $1.06M
|
1.03M
$43.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.7K- 10.22% |
$1.08M - $1.12M
|
234K
$9.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-32.1K- 11.74% |
$1.29M - $1.35M
|
241K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-87.9K- 26.31% |
$3.54M - $3.7M
|
246K
$10.3M
|