Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.14K- 13.4% |
$168K - $191K
|
26.7K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-9.7K- 64.06% |
$394K - $447K
|
5.44K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-12.7K- 18.3% |
$517K - $587K
|
56.8K
$2.33M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-16.6K- 34.47% |
$674K - $765K
|
31.5K
$1.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-62.6K- 17.64% |
$2.54M - $2.88M
|
292K
$12M
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
SELL
|
- |
-132K- 91.97% |
$5.36M - $6.08M
|
11.5K
$473K
|