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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 3.47% |
$49.9K - $52.1K
|
36.6K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
824+ 2.36% |
$33.5K - $35K
|
35.8K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
785New |
$31.9K - $33.3K
|
785
$32.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
649+ 3.37% |
$26.4K - $27.6K
|
19.9K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
625+ 127.29% |
$25.4K - $26.5K
|
1.12K
$45.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
566+ 2.83% |
$23K - $24K
|
20.6K
$842K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
564+ 1.19% |
$22.9K - $23.9K
|
48K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
393+ 1.83% |
$16K - $16.7K
|
21.9K
$896K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
380+ 2.63% |
$15.5K - $16.1K
|
14.8K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
366+ 5.11% |
$14.9K - $15.5K
|
7.53K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
362+ 0.18% |
$14.7K - $15.4K
|
203K
$8.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
320+ 2.79% |
$13K - $13.6K
|
11.8K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
236+ 4.7% |
$9.6K - $10K
|
5.25K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145+ 4.55% |
$5.9K - $6.16K
|
3.33K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130+ 151.16% |
$5.29K - $5.52K
|
216
$8.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
106+ 0.66% |
$4.31K - $4.5K
|
16.3K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 0.67% |
$2.12K - $2.21K
|
7.79K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34+ 1.77% |
$1.38K - $1.44K
|
1.95K
$80K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
28+ 0.1% |
$1.14K - $1.19K
|
27.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26+ 0.6% |
$1.06K - $1.1K
|
4.33K
$177K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9+ 0.4% |
$366 - $382
|
2.28K
$93.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.73% |
$163 - $170
|
555
$22.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-109- 0.13% |
$4.44K - $4.63K
|
82.2K
$3.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-191- 1.3% |
$7.77K - $8.11K
|
14.5K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-216- 0.47% |
$8.79K - $9.17K
|
45.4K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-247- 2.31% |
$10.1K - $10.5K
|
10.4K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-360- 6.57% |
$14.6K - $15.3K
|
5.12K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-377- 7.37% |
$15.3K - $16K
|
4.74K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-712- 2.17% |
$29K - $30.2K
|
32.1K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-796- 1.17% |
$32.4K - $33.8K
|
67.1K
$2.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-971- 0.72% |
$39.5K - $41.2K
|
133K
$5.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 11.28% |
$44.2K - $46.2K
|
8.55K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 32.99% |
$61.8K - $64.5K
|
3.09K
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 15.09% |
$65K - $67.9K
|
8.99K
$368K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 2.37% |
$80.9K - $84.5K
|
81.8K
$3.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 8.65% |
$108K - $113K
|
28K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.94K- 10.28% |
$120K - $125K
|
25.7K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.3K- 48.97% |
$134K - $140K
|
3.43K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.33K- 1.03% |
$339K - $354K
|
803K
$32.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-11K- 18.61% |
$446K - $465K
|
47.9K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 32.63% |
$515K - $538K
|
26.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.8K- 15.16% |
$522K - $545K
|
71.9K
$2.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.7K- 32.8% |
$639K - $667K
|
32.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.6K- 6.93% |
$918K - $958K
|
303K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-45.2K- 74.0% |
$1.84M - $1.92M
|
15.9K
$651K
|