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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-480- 1.1% |
$19.5K - $20.5K
|
43.1K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-593- 9.07% |
$24K - $25.3K
|
5.94K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.76K- 4.06% |
$152K - $160K
|
88.6K
$3.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.31K- 40.62% |
$175K - $184K
|
6.3K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.09K- 30.78% |
$247K - $260K
|
13.7K
$565K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.27K- 11.59% |
$295K - $310K
|
55.4K
$2.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.8K- 75.82% |
$397K - $418K
|
3.13K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-13.9K- 44.02% |
$563K - $592K
|
17.6K
$728K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-19.3K- 72.27% |
$784K - $824K
|
7.42K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-32.2K- 38.68% |
$1.3M - $1.37M
|
51K
$2.1M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-36.7K- 56.0% |
$1.49M - $1.56M
|
28.8K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-67.9K- 55.07% |
$2.75M - $2.89M
|
55.4K
$2.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-115K- 39.2% |
$4.64M - $4.88M
|
178K
$7.33M
|