Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.18K+ 59.17% |
$132K - $136K
|
8.55K
$360K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.79K+ 7.49% |
$116K - $119K
|
40K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.54K+ 14.96% |
$106K - $108K
|
19.5K
$823K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 13.39% |
$106K - $108K
|
21.5K
$905K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.38K+ 33.97% |
$98.8K - $101K
|
9.37K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.37K+ 8.09% |
$98.5K - $101K
|
31.6K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.31K+ 5.65% |
$96.2K - $98.6K
|
43.2K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25K+ 0.86% |
$93.4K - $95.8K
|
264K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.89K+ 0.24% |
$78.4K - $80.4K
|
800K
$33.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.54K+ 6.92% |
$64.1K - $65.7K
|
23.8K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53K+ 9.78% |
$63.5K - $65.1K
|
17.1K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.42K+ 4.52% |
$58.9K - $60.4K
|
32.7K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$53.6K - $54.9K
|
1.29K
$54.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
998+ 15.92% |
$41.5K - $42.6K
|
7.27K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
996+ 4.32% |
$41.4K - $42.5K
|
24K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
924+ 3.16% |
$38.4K - $39.4K
|
30.2K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
880+ 4.09% |
$36.6K - $37.5K
|
22.4K
$943K
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
810+ 2.13% |
$33.7K - $34.6K
|
38.9K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
707+ 1.78% |
$29.4K - $30.2K
|
40.5K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
564+ 5.99% |
$23.5K - $24.1K
|
9.97K
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
545+ 3.71% |
$22.7K - $23.2K
|
15.2K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
543+ 7.0% |
$22.6K - $23.2K
|
8.3K
$349K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
502+ 16733.33% |
$20.9K - $21.4K
|
505
$21.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
485+ 7.49% |
$20.2K - $20.7K
|
6.96K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
445+ 1.26% |
$18.5K - $19K
|
35.7K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
422+ 0.86% |
$17.6K - $18K
|
49.5K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
405+ 10.44% |
$16.8K - $17.3K
|
4.29K
$181K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
343+ 4.83% |
$14.3K - $14.6K
|
7.45K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
338+ 10.33% |
$14.1K - $14.4K
|
3.61K
$152K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
285+ 0.35% |
$11.9K - $12.2K
|
82.2K
$3.46M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
228+ 1.88% |
$9.48K - $9.73K
|
12.4K
$522K
|
|
|
Nov 03, 2025
Q3 2025
|
Matson Money. Inc.
|
BUY
|
- |
212+ 0.01% |
$8.82K - $9.04K
|
3.57M
$151M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
187+ 3.65% |
$7.78K - $7.98K
|
5.31K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
169+ 3.38% |
$7.03K - $7.21K
|
5.17K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163New |
$6.78K - $6.95K
|
163
$6.87K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
159New |
$6.61K - $6.78K
|
159
$6.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 103.09% |
$4.16K - $4.27K
|
197
$8.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 476.19% |
$4.16K - $4.27K
|
121
$5.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90+ 2.9% |
$3.74K - $3.84K
|
3.19K
$134K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
73+ 1.49% |
$3.04K - $3.11K
|
4.97K
$209K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
72+ 0.51% |
$3K - $3.07K
|
14.2K
$600K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
71+ 0.91% |
$2.95K - $3.03K
|
7.85K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66+ 0.85% |
$2.75K - $2.82K
|
7.84K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
55+ 0.54% |
$2.29K - $2.35K
|
10.3K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54+ 6.03% |
$2.25K - $2.3K
|
949
$40K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17New |
$707 - $725
|
17
$716
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 0.06% |
$624 - $640
|
26.9K
$1.13M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6+ 0.05% |
$250 - $256
|
10.9K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11- 0.14% |
$458 - $469
|
7.92K
$334K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12- 0.24% |
$499 - $512
|
4.98K
$210K
|
|