Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
364KNew |
$17.2M - $18.2M
|
364K
$14.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
142K+ 3088.18% |
$6.73M - $7.09M
|
147K
$5.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
130KNew |
$6.16M - $6.49M
|
130K
$5.27M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
58.5KNew |
$2.77M - $2.92M
|
58.5K
$2.37M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
40.4K+ 139337.94% |
$1.91M - $2.02M
|
40.4K
$1.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
36.7KNew |
$1.74M - $1.83M
|
36.7K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.4KNew |
$1.68M - $1.77M
|
35.4K
$1.43M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
33.7K+ 47.2% |
$1.59M - $1.68M
|
105K
$4.25M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
24.7K+ 145.72% |
$1.17M - $1.23M
|
41.7K
$1.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
19.8KNew |
$937K - $987K
|
19.8K
$801K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17K+ 214.86% |
$805K - $848K
|
24.9K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.5K+ 96.39% |
$688K - $725K
|
29.6K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
12.6K+ 139.95% |
$598K - $630K
|
21.7K
$877K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.8KNew |
$561K - $591K
|
11.8K
$479K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.89KNew |
$326K - $344K
|
6.89K
$279K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.8KNew |
$227K - $240K
|
4.8K
$194K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.49KNew |
$212K - $224K
|
4.49K
$182K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
4.13KNew |
$195K - $206K
|
4.13K
$167K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 237.82% |
$152K - $160K
|
4.56K
$185K
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.77K+ 60.66% |
$131K - $138K
|
7.32K
$296K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
2.57K+ 1.37% |
$122K - $128K
|
191K
$7.72M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.04K+ 28.6% |
$96.5K - $102K
|
9.17K
$371K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.8K+ 48.98% |
$85K - $89.6K
|
5.46K
$221K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27KNew |
$60K - $63.2K
|
1.27K
$51.3K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12K+ 492.54% |
$53.1K - $56K
|
1.35K
$54.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$47.8K - $50.4K
|
1.01K
$40.9K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
560New |
$26.5K - $27.9K
|
560
$22.7K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
500+ 833.33% |
$23.7K - $24.9K
|
560
$22.7K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
494New |
$23.4K - $24.6K
|
494
$20K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
384New |
$18.2K - $19.2K
|
384
$15.5K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
380New |
$18K - $19K
|
380
$15.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.66KClosed |
$220K - $232K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.51K- 27.02% |
$355K - $375K
|
20.3K
$821K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.9K- 57.38% |
$1.79M - $1.89M
|
28.1K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-100KClosed |
$4.73M - $4.99M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-147KClosed |
$6.95M - $7.32M
|
0
$0
|