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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-109- 0.42% |
$4.32K - $4.54K
|
26K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-194- 37.89% |
$7.69K - $8.08K
|
318
$13.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-225- 10.42% |
$8.92K - $9.38K
|
1.94K
$79.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-239- 0.69% |
$9.48K - $9.96K
|
34.2K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-305- 0.55% |
$12.1K - $12.7K
|
55.4K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-546- 3.8% |
$21.6K - $22.8K
|
13.8K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-617- 98.09% |
$24.5K - $25.7K
|
12
$495
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-712- 2.12% |
$28.2K - $29.7K
|
32.8K
$1.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-819- 8.99% |
$32.5K - $34.1K
|
8.29K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-825- 9.75% |
$32.7K - $34.4K
|
7.64K
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.04K- 0.49% |
$41.3K - $43.4K
|
211K
$8.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.55K- 25.44% |
$61.5K - $64.6K
|
4.54K
$187K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.21K- 10.4% |
$167K - $175K
|
36.3K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.78K- 44.74% |
$190K - $199K
|
5.91K
$243K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.76K- 42.47% |
$268K - $282K
|
9.16K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.27K- 29.14% |
$288K - $303K
|
17.7K
$729K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8.06K- 9.11% |
$319K - $336K
|
80.3K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-9.93K- 18.23% |
$394K - $414K
|
44.5K
$1.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-13K- 42.9% |
$514K - $540K
|
17.2K
$710K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 71.91% |
$525K - $551K
|
5.17K
$213K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 7.98% |
$575K - $604K
|
167K
$6.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-21.5K- 7.99% |
$852K - $896K
|
248K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-51.5K- 50.07% |
$2.04M - $2.15M
|
51.4K
$2.12M
|