Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
2.05MNew |
$82.7M - $84.9M
|
2.05M
$83M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
739KNew |
$29.8M - $30.6M
|
739K
$29.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
239K+ 167.42% |
$9.63M - $9.89M
|
382K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
107K+ 12.63% |
$4.3M - $4.41M
|
951K
$38.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
85.2K+ 98.52% |
$3.43M - $3.52M
|
172K
$6.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
55.1K+ 341.89% |
$2.22M - $2.28M
|
71.2K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
37.9K+ 14.2% |
$1.53M - $1.57M
|
305K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
32.8K+ 41.45% |
$1.32M - $1.36M
|
112K
$4.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
30.6KNew |
$1.23M - $1.27M
|
30.6K
$1.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
28.5K+ 24.48% |
$1.15M - $1.18M
|
145K
$5.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19K+ 10.54% |
$767K - $787K
|
200K
$8.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
18.2K+ 25.99% |
$733K - $753K
|
88.2K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.3KNew |
$655K - $673K
|
16.3K
$658K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.2KNew |
$652K - $669K
|
16.2K
$655K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
15.1K+ 11.62% |
$610K - $626K
|
145K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 104.93% |
$519K - $533K
|
25.2K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
11.9K+ 6.84% |
$481K - $494K
|
186K
$7.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 23.42% |
$468K - $480K
|
61.1K
$2.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11K+ 4.28% |
$442K - $454K
|
267K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$427K - $438K
|
10.6K
$429K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.6K+ 18.45% |
$426K - $437K
|
67.9K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.4KNew |
$420K - $431K
|
10.4K
$422K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10K+ 5.37% |
$404K - $414K
|
196K
$7.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
9.67K+ 12.49% |
$390K - $400K
|
87.1K
$3.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.89K+ 180.49% |
$358K - $368K
|
13.8K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.23K+ 7.93% |
$332K - $341K
|
112K
$4.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.4K+ 6.7% |
$298K - $306K
|
118K
$4.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.16KNew |
$289K - $296K
|
7.16K
$290K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.94K+ 12.81% |
$280K - $287K
|
61.1K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.57KNew |
$265K - $272K
|
6.57K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.8K+ 16.49% |
$234K - $240K
|
40.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.61KNew |
$226K - $232K
|
5.61K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.28K+ 92.7% |
$213K - $218K
|
11K
$444K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
5.02KNew |
$202K - $208K
|
5.02K
$203K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.01K+ 25.1% |
$162K - $166K
|
20K
$809K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.87K+ 25.15% |
$156K - $160K
|
19.3K
$779K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.51K+ 644.4% |
$142K - $145K
|
4.06K
$164K
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3.49K+ 31.13% |
$141K - $144K
|
14.7K
$595K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.12K+ 7.04% |
$126K - $129K
|
47.4K
$1.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.75K+ 0.69% |
$111K - $114K
|
400K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
2.46K+ 3.92% |
$99K - $102K
|
65.1K
$2.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.32K+ 25.38% |
$93.5K - $96K
|
11.5K
$464K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.77K+ 32.1% |
$71.3K - $73.2K
|
7.28K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.7K+ 6.33% |
$68.7K - $70.5K
|
28.6K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 4.4% |
$65.9K - $67.6K
|
38.8K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.33K+ 24.23% |
$53.7K - $55.1K
|
6.84K
$277K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.17K+ 3.31% |
$47.2K - $48.4K
|
36.5K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 33.92% |
$47K - $48.3K
|
4.61K
$186K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.14K+ 13.08% |
$45.9K - $47.1K
|
9.84K
$398K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13K+ 40.69% |
$45.3K - $46.5K
|
3.89K
$157K
|