Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
355KNew |
$15.5M - $16.8M
|
355K
$14.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
112KNew |
$4.92M - $5.32M
|
112K
$4.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
73.4KNew |
$3.21M - $3.47M
|
73.4K
$3.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.6K+ 250.81% |
$3.09M - $3.34M
|
98.7K
$4.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
58.6K+ 197.65% |
$2.57M - $2.77M
|
88.2K
$3.61M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
48.1KNew |
$2.11M - $2.28M
|
48.1K
$1.97M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
32.9K+ 9.03% |
$1.44M - $1.56M
|
397K
$16.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
27.9K+ 69.09% |
$1.22M - $1.32M
|
68.4K
$2.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25.7K+ 103.09% |
$1.13M - $1.22M
|
50.6K
$2.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
20.8KNew |
$913K - $986K
|
20.8K
$854K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19K+ 51.69% |
$832K - $899K
|
55.7K
$2.28M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
16.2KNew |
$710K - $767K
|
16.2K
$664K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.1KNew |
$663K - $717K
|
15.1K
$620K
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
13.3K+ 10.24% |
$583K - $630K
|
143K
$5.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
11K+ 18.88% |
$483K - $522K
|
69.5K
$2.85M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.7K+ 90.51% |
$470K - $507K
|
22.6K
$924K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
10.5KNew |
$461K - $498K
|
10.5K
$431K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.6KNew |
$377K - $407K
|
8.6K
$352K
|
|
|
Jul 20, 2022
Q2 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
8.39KNew |
$367K - $397K
|
8.39K
$343K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.97K+ 144.98% |
$305K - $330K
|
11.8K
$482K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.15KNew |
$269K - $291K
|
6.15K
$252K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
6.1KNew |
$267K - $289K
|
6.1K
$250K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.02KNew |
$263K - $285K
|
6.02K
$246K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.7KNew |
$250K - $270K
|
5.7K
$233K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.49KNew |
$240K - $260K
|
5.49K
$225K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.89KNew |
$214K - $231K
|
4.89K
$200K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.56KNew |
$200K - $216K
|
4.56K
$187K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.74K+ 370.03% |
$164K - $177K
|
4.75K
$195K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
1.48K+ 6.81% |
$64.6K - $69.8K
|
23.1K
$948K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.4KNew |
$61.2K - $66.1K
|
1.4K
$57.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.18K+ 16.15% |
$51.8K - $56K
|
8.51K
$348K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.11K+ 20.39% |
$48.8K - $52.7K
|
6.58K
$269K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
851New |
$37.3K - $40.3K
|
851
$34.9K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
508New |
$22.2K - $24K
|
508
$20.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
285New |
$12.5K - $13.5K
|
285
$11.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
190New |
$8.32K - $8.99K
|
190
$7.78K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
108New |
$4.73K - $5.11K
|
108
$4.42K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
69+ 1.54% |
$3.02K - $3.26K
|
4.56K
$187K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$920 - $994
|
21
$860
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-303- 3.3% |
$13.3K - $14.3K
|
8.87K
$363K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-380Closed |
$16.6K - $18K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-397- 2.01% |
$17.4K - $18.8K
|
19.4K
$794K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-494Closed |
$21.6K - $23.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 89.29% |
$21.9K - $23.7K
|
60
$2.46K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 89.29% |
$21.9K - $23.7K
|
60
$2.46K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.55K- 12.84% |
$199K - $215K
|
30.9K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.56KClosed |
$200K - $216K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.89KClosed |
$302K - $326K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-8.69K- 20.83% |
$380K - $411K
|
33K
$1.35M
|