Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
121+ 28.54% |
$4.91K - $5.03K
|
545
$22.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 0.47% |
$1.79K - $1.83K
|
9.46K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18+ 0.33% |
$730 - $748
|
5.51K
$228K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 0.1% |
$406 - $415
|
10.1K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 3.29% |
$2.68K - $2.74K
|
1.94K
$80.3K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-169- 5.07% |
$6.86K - $7.02K
|
3.16K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-482- 8.91% |
$19.6K - $20K
|
4.93K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-544- 8.3% |
$22.1K - $22.6K
|
6.01K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-599- 12.33% |
$24.3K - $24.9K
|
4.26K
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-743- 2.69% |
$30.2K - $30.9K
|
26.9K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05K- 23.32% |
$42.4K - $43.5K
|
3.44K
$142K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.57K- 4.56% |
$63.6K - $65.1K
|
32.8K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.92K- 4.12% |
$78K - $79.8K
|
44.7K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.28K- 16.08% |
$92.4K - $94.6K
|
11.9K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.37K- 42.83% |
$96.1K - $98.4K
|
3.16K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.57K- 0.31% |
$104K - $107K
|
822K
$34M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.75K- 49.86% |
$112K - $114K
|
2.77K
$114K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.98K- 32.35% |
$121K - $124K
|
6.23K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.01K- 61.06% |
$122K - $125K
|
1.92K
$79.4K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.17K- 12.4% |
$128K - $132K
|
22.4K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.72K- 14.01% |
$192K - $196K
|
29K
$1.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.28K- 48.11% |
$214K - $219K
|
5.7K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.65K- 19.84% |
$351K - $359K
|
34.9K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.78K- 32.79% |
$356K - $365K
|
18K
$744K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7K- 12.98% |
$473K - $485K
|
78.2K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12.4K- 12.51% |
$505K - $517K
|
87K
$3.6M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.8K- 12.69% |
$519K - $531K
|
87.9K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-16.8K- 10.72% |
$680K - $696K
|
140K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-17.1K- 4.12% |
$694K - $710K
|
397K
$16.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-56.5K- 83.13% |
$2.29M - $2.35M
|
11.5K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-61.4K- 42.46% |
$2.49M - $2.55M
|
83.2K
$3.44M
|