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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
409+ 1.73% |
$16K - $17K
|
24.1K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
366+ 12.58% |
$14.3K - $15.2K
|
3.28K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
235+ 0.69% |
$9.2K - $9.75K
|
34.4K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
87+ 25.82% |
$3.41K - $3.61K
|
424
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
85+ 708.33% |
$3.33K - $3.52K
|
97
$3.99K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55+ 11.2% |
$2.15K - $2.28K
|
546
$22.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16- 0.24% |
$627 - $664
|
6.56K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 13.52% |
$1.68K - $1.78K
|
275
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56- 1.23% |
$2.19K - $2.32K
|
4.49K
$184K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-310- 6.0% |
$12.1K - $12.9K
|
4.86K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-390- 6.6% |
$15.3K - $16.2K
|
5.52K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-771- 4.95% |
$30.2K - $32K
|
14.8K
$608K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-878- 2.49% |
$34.4K - $36.4K
|
34.4K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-909- 2.58% |
$35.6K - $37.7K
|
34.3K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-961- 2.16% |
$37.6K - $39.9K
|
43.6K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.06K- 13.59% |
$41.4K - $43.9K
|
6.73K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.29K- 29.94% |
$89.5K - $94.8K
|
5.35K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.57K- 7.1% |
$101K - $107K
|
33.7K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.16K- 38.13% |
$124K - $131K
|
5.13K
$211K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.51K- 19.87% |
$138K - $146K
|
14.2K
$582K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.58K- 39.09% |
$140K - $148K
|
5.58K
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.06K- 18.46% |
$237K - $251K
|
26.8K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.85K- 99.85% |
$268K - $284K
|
10
$411
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.34K- 20.98% |
$288K - $304K
|
27.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.4K- 60.83% |
$329K - $348K
|
5.41K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-8.4K- 48.75% |
$329K - $349K
|
8.83K
$363K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-25K- 73.09% |
$980K - $1.04M
|
9.21K
$378K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31.3K- 48.86% |
$1.23M - $1.3M
|
32.8K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-35.6K- 9.67% |
$1.39M - $1.48M
|
332K
$13.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-56.4K- 38.25% |
$2.21M - $2.34M
|
91.1K
$3.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-66.4K- 39.74% |
$2.6M - $2.75M
|
101K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-91.8K- 37.08% |
$3.6M - $3.81M
|
156K
$6.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-254K- 54.25% |
$9.93M - $10.5M
|
214K
$8.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-276K- 98.33% |
$10.8M - $11.4M
|
4.69K
$193K
|