Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
276K+ 6473.02% |
$11M - $11.5M
|
281K
$11.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
189K+ 1639.37% |
$7.49M - $7.87M
|
200K
$8.26M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
160KNew |
$6.33M - $6.65M
|
160K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.8KNew |
$3.4M - $3.58M
|
85.8K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
76.8K+ 12.09% |
$3.05M - $3.2M
|
712K
$29.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
68K+ 85.5% |
$2.7M - $2.83M
|
148K
$6.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
32.7K+ 9.76% |
$1.3M - $1.36M
|
368K
$15.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
29.6K+ 6.75% |
$1.17M - $1.23M
|
468K
$19.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
28.4K+ 79.85% |
$1.13M - $1.19M
|
64.1K
$2.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26.5K+ 73.28% |
$1.05M - $1.11M
|
62.7K
$2.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.1K+ 18.83% |
$638K - $670K
|
102K
$4.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.8KNew |
$627K - $659K
|
15.8K
$652K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 25.77% |
$475K - $499K
|
58.5K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 55.65% |
$421K - $442K
|
29.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.66K+ 42.65% |
$383K - $402K
|
32.3K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
9.65K+ 29.05% |
$383K - $402K
|
42.9K
$1.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8.47K+ 91.29% |
$336K - $353K
|
17.7K
$731K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.25K+ 104.88% |
$248K - $261K
|
12.2K
$503K
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
5.81K+ 3.71% |
$230K - $242K
|
162K
$6.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
5.22K+ 4.39% |
$207K - $218K
|
124K
$5.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.04K+ 27.01% |
$200K - $210K
|
23.7K
$976K
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.43K+ 22.35% |
$176K - $185K
|
24.3K
$1M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.33K+ 74.57% |
$132K - $139K
|
7.79K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.18K+ 57.77% |
$126K - $133K
|
8.69K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.14K+ 6.17% |
$124K - $131K
|
54K
$2.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 6.6% |
$114K - $120K
|
46.5K
$1.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 14.0% |
$113K - $119K
|
23.2K
$955K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.34K+ 8.01% |
$92.9K - $97.7K
|
31.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.26K+ 12.71% |
$89.5K - $94.1K
|
20K
$825K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.24K+ 6.79% |
$88.9K - $93.4K
|
35.3K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.74K+ 0.43% |
$68.8K - $72.3K
|
409K
$16.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.45K+ 4.3% |
$57.5K - $60.5K
|
35.2K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.43K+ 2.47% |
$56.6K - $59.5K
|
59.3K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31KNew |
$51.9K - $54.5K
|
1.31K
$53.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.28K+ 2.95% |
$50.7K - $53.3K
|
44.6K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$48.5K - $50.9K
|
1.22K
$50.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
834New |
$33.1K - $34.8K
|
834
$34.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
815+ 2.44% |
$32.3K - $34K
|
34.2K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
524+ 21.97% |
$20.8K - $21.8K
|
2.91K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
386+ 1.92% |
$15.3K - $16.1K
|
20.5K
$843K
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
361+ 2.37% |
$14.3K - $15K
|
15.6K
$641K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
307New |
$12.2K - $12.8K
|
307
$12.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
63+ 1.16% |
$2.5K - $2.63K
|
5.51K
$227K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27+ 1.14% |
$1.07K - $1.13K
|
2.4K
$99K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 0.18% |
$476 - $500
|
6.57K
$271K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$39.7 - $41.7
|
1
$41.2
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$79.3 - $83.3
|
6.86K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-107- 0.3% |
$4.24K - $4.46K
|
35K
$1.44M
|