Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
383KNew |
$15.5M - $16.3M
|
383K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
373K+ 2469.33% |
$15.1M - $15.9M
|
388K
$15.9M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
168KNew |
$6.83M - $7.17M
|
168K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
153KNew |
$6.2M - $6.52M
|
153K
$6.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
121K+ 212.78% |
$4.91M - $5.17M
|
178K
$7.29M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106KNew |
$4.32M - $4.54M
|
106K
$4.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106KNew |
$4.32M - $4.54M
|
106K
$4.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
93.9K+ 68.12% |
$3.81M - $4M
|
232K
$9.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
78.9KNew |
$3.2M - $3.36M
|
78.9K
$3.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
77KNew |
$3.12M - $3.28M
|
77K
$3.15M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
70.3K+ 17.3% |
$2.85M - $3M
|
477K
$19.5M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$1.73M - $1.81M
|
42.5K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
40.3KNew |
$1.63M - $1.72M
|
40.3K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
38.6K+ 315.99% |
$1.57M - $1.64M
|
50.8K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
32.6KNew |
$1.32M - $1.39M
|
32.6K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.4KNew |
$1.32M - $1.38M
|
32.4K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
22.9K+ 421.46% |
$930K - $978K
|
28.4K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
22K+ 149.2% |
$891K - $937K
|
36.7K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.3K+ 841.58% |
$863K - $907K
|
23.8K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.2KNew |
$738K - $775K
|
18.2K
$744K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16KNew |
$649K - $682K
|
16K
$655K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14.2K+ 164.2% |
$574K - $604K
|
22.8K
$932K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.4KNew |
$501K - $527K
|
12.4K
$506K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.3K+ 41.73% |
$498K - $523K
|
41.7K
$1.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.41K+ 14.68% |
$381K - $401K
|
73.5K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.56KNew |
$347K - $365K
|
8.56K
$350K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.48K+ 55.15% |
$303K - $319K
|
21.1K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.13K+ 4.1% |
$289K - $304K
|
181K
$7.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.48K+ 187.41% |
$263K - $276K
|
9.93K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.94KNew |
$241K - $253K
|
5.94K
$243K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.19K+ 21.76% |
$210K - $221K
|
29K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
4.22K+ 138.49% |
$171K - $180K
|
7.27K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.93KNew |
$160K - $168K
|
3.93K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.34K+ 17.18% |
$135K - $142K
|
22.8K
$932K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.25K+ 11.86% |
$91K - $95.7K
|
21.2K
$866K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.96KNew |
$79.3K - $83.3K
|
1.96K
$80K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1.83K+ 5.27% |
$74K - $77.8K
|
36.5K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.74KNew |
$70.5K - $74.1K
|
1.74K
$71.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.5KNew |
$60.8K - $63.9K
|
1.5K
$61.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
1.46K+ 6.11% |
$59.2K - $62.2K
|
25.4K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
1.23K+ 1.08% |
$50K - $52.6K
|
115K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$49.5K - $52K
|
1.22K
$50K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
580New |
$23.5K - $24.7K
|
580
$23.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
251+ 3.69% |
$10.2K - $10.7K
|
7.05K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22New |
$892 - $938
|
22
$900
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12New |
$487 - $511
|
12
$491
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$487 - $511
|
12
$491
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.96% |
$203 - $213
|
526
$21.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.26% |
$406 - $426
|
3.77K
$154K
|