Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q2 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
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-140- 2.09% |
$5.76K - $6.05K
|
6.56K
$269K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-234- 3.3% |
$9.63K - $10.1K
|
6.86K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-595- 1.67% |
$24.5K - $25.7K
|
35.1K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.2K- 0.66% |
$49.4K - $51.8K
|
182K
$7.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.37K- 36.53% |
$56.3K - $59K
|
2.38K
$97.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
SELL
|
- |
-1.52K- 19.31% |
$62.7K - $65.8K
|
6.36K
$261K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.8K- 29.69% |
$74.2K - $77.9K
|
4.27K
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.25K- 6.94% |
$92.6K - $97.2K
|
30.2K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.46K- 21.24% |
$101K - $106K
|
9.11K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.01K- 26.25% |
$124K - $130K
|
8.46K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.37K- 7.69% |
$139K - $146K
|
40.5K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.01K- 6.85% |
$165K - $173K
|
54.5K
$2.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.3K- 47.3% |
$426K - $446K
|
11.5K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16.8K- 40.25% |
$692K - $726K
|
25K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.6K- 81.38% |
$1.1M - $1.15M
|
6.09K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.4K- 58.55% |
$1.17M - $1.22M
|
20.1K
$824K
|