Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
701KNew |
$27.4M - $29.1M
|
701K
$28.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
135KNew |
$5.29M - $5.6M
|
135K
$5.54M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
127K+ 426.61% |
$4.96M - $5.25M
|
156K
$6.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
113K+ 15.81% |
$4.41M - $4.67M
|
825K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89.9KNew |
$3.52M - $3.73M
|
89.9K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
85.2KNew |
$3.33M - $3.53M
|
85.2K
$3.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
82.7KNew |
$3.24M - $3.43M
|
82.7K
$3.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
81.2K+ 158.05% |
$3.18M - $3.37M
|
133K
$5.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
76.1KNew |
$2.98M - $3.16M
|
76.1K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
53.7K+ 26.8% |
$2.1M - $2.23M
|
254K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
50.6KNew |
$1.98M - $2.1M
|
50.6K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.7K+ 144.62% |
$1.83M - $1.94M
|
79K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
43K+ 42.39% |
$1.69M - $1.79M
|
145K
$5.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
38.2K+ 65.3% |
$1.5M - $1.58M
|
96.7K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.9KNew |
$1.44M - $1.53M
|
36.9K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
31.5KNew |
$1.23M - $1.3M
|
31.5K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
24.5K+ 45.44% |
$961K - $1.02M
|
78.5K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.1K+ 23.75% |
$747K - $791K
|
99.4K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.2KNew |
$672K - $712K
|
17.2K
$703K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16.6K+ 93.65% |
$651K - $689K
|
34.4K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
16.1KNew |
$631K - $668K
|
16.1K
$660K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.9K+ 9.34% |
$584K - $619K
|
175K
$7.15M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$568K - $601K
|
14.5K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.3K+ 109.02% |
$521K - $552K
|
25.5K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
13K+ 30.22% |
$507K - $537K
|
55.8K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
12.3K+ 39.06% |
$483K - $512K
|
44K
$1.8M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.45KNew |
$331K - $350K
|
8.45K
$346K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.19K+ 423.0% |
$321K - $339K
|
10.1K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
8.03KNew |
$314K - $333K
|
8.03K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
6.84K+ 26.31% |
$268K - $284K
|
32.8K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.78K+ 11.44% |
$265K - $281K
|
66K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.16KNew |
$241K - $255K
|
6.16K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.49KNew |
$215K - $228K
|
5.49K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.48K+ 1.34% |
$214K - $227K
|
415K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.26K+ 8.39% |
$206K - $218K
|
68K
$2.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.98K+ 5.8% |
$195K - $206K
|
90.8K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.93KNew |
$193K - $204K
|
4.93K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.22K+ 322.86% |
$165K - $175K
|
5.53K
$227K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.91K+ 70.99% |
$153K - $162K
|
9.41K
$386K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.43K+ 14.12% |
$134K - $142K
|
27.7K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.9KNew |
$114K - $120K
|
2.9K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 32.66% |
$111K - $118K
|
11.5K
$472K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.72K+ 1.29% |
$106K - $113K
|
214K
$8.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
2.32K+ 1.43% |
$90.7K - $96K
|
165K
$6.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.01KNew |
$78.6K - $83.2K
|
2.01K
$82.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2K+ 4.47% |
$78.2K - $82.8K
|
46.6K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 3.24% |
$59K - $62.5K
|
48K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
879+ 4.39% |
$34.4K - $36.5K
|
20.9K
$856K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
829+ 0.67% |
$32.5K - $34.4K
|
125K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
546New |
$21.4K - $22.6K
|
546
$22.4K
|