Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 2024. 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 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
1.44M+ 70.1% |
$58.5M - $61.1M
|
3.49M
$144M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
236KNew |
$9.58M - $10M
|
236K
$9.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
208K+ 144.08% |
$8.48M - $8.85M
|
353K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
109KNew |
$4.42M - $4.61M
|
109K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
97.9K+ 112.41% |
$3.98M - $4.16M
|
185K
$7.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
96.2K+ 1407.62% |
$3.91M - $4.09M
|
103K
$4.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.1K+ 26.01% |
$2.08M - $2.17M
|
248K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
48.2K+ 12.62% |
$1.96M - $2.04M
|
430K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41.3K+ 24.08% |
$1.68M - $1.75M
|
213K
$8.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
40.2K+ 4.23% |
$1.64M - $1.71M
|
991K
$40.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.2KNew |
$1.39M - $1.45M
|
34.2K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.9KNew |
$1.38M - $1.44M
|
33.9K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
28.8K+ 40.52% |
$1.17M - $1.22M
|
100K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27.4K+ 8.97% |
$1.11M - $1.16M
|
333K
$13.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20.9K+ 18.71% |
$851K - $888K
|
133K
$5.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14.6K+ 16.87% |
$595K - $621K
|
101K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$513K - $536K
|
12.6K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 81.89% |
$460K - $480K
|
25.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
11.2K+ 17.24% |
$457K - $476K
|
76.3K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.9K+ 5.45% |
$442K - $461K
|
210K
$8.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
10.6K+ 7.27% |
$430K - $449K
|
156K
$6.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.13K+ 7.25% |
$331K - $345K
|
120K
$4.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.06KNew |
$287K - $300K
|
7.06K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$278K - $290K
|
6.82K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.61K+ 5.26% |
$269K - $281K
|
132K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.43K+ 25.55% |
$262K - $273K
|
31.6K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.96K+ 146.88% |
$242K - $253K
|
10K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.79K+ 0.78% |
$236K - $246K
|
744K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.72KNew |
$233K - $243K
|
5.72K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.69K+ 1.42% |
$232K - $242K
|
406K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.55KNew |
$226K - $236K
|
5.55K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.08K+ 48.69% |
$207K - $216K
|
15.5K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.87KNew |
$198K - $207K
|
4.87K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.7K+ 44.87% |
$191K - $200K
|
15.2K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.47K+ 10.92% |
$182K - $190K
|
45.4K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.4K+ 66.92% |
$179K - $187K
|
11K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.97K+ 4.5% |
$161K - $168K
|
92.1K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.35K+ 59.69% |
$136K - $142K
|
8.95K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3K+ 12.67% |
$122K - $127K
|
26.6K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.63K+ 56.94% |
$107K - $111K
|
7.24K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.33K+ 0.87% |
$94.7K - $98.8K
|
269K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07K+ 18.88% |
$84.4K - $88K
|
13.1K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.82K+ 16.23% |
$74.2K - $77.4K
|
13.1K
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.7K+ 4.67% |
$69.3K - $72.4K
|
38.2K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.64K+ 5.07% |
$66.9K - $69.8K
|
34.1K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.63K+ 10.01% |
$66.2K - $69.1K
|
17.9K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.39KNew |
$56.5K - $58.9K
|
1.39K
$57.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 2.92% |
$51.4K - $53.6K
|
44.6K
$1.84M
|