Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
351KNew |
$14.2M - $14.9M
|
351K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
147KNew |
$5.93M - $6.25M
|
147K
$6.09M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
145KNew |
$5.83M - $6.14M
|
145K
$5.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
131K+ 64.27% |
$5.27M - $5.55M
|
334K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
118KNew |
$4.76M - $5.01M
|
118K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
106KNew |
$4.26M - $4.48M
|
106K
$4.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
105KNew |
$4.23M - $4.45M
|
105K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.4K+ 39.75% |
$3.97M - $4.17M
|
346K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
95.2K+ 44.7% |
$3.84M - $4.04M
|
308K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
94.3KNew |
$3.8M - $4M
|
94.3K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.9KNew |
$3.66M - $3.86M
|
90.9K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.1K+ 72.85% |
$3.03M - $3.19M
|
178K
$7.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63.4K+ 34.26% |
$2.56M - $2.69M
|
248K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
59.6K+ 6.01% |
$2.4M - $2.53M
|
1.05M
$43.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
52.4KNew |
$2.11M - $2.22M
|
52.4K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
47.1K+ 14.15% |
$1.9M - $2M
|
380K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
46.9KNew |
$1.89M - $1.99M
|
46.9K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
44K+ 96.93% |
$1.77M - $1.87M
|
89.4K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
41.4K+ 31.3% |
$1.67M - $1.76M
|
174K
$7.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40K+ 117.8% |
$1.61M - $1.7M
|
73.9K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
38K+ 16.13% |
$1.53M - $1.61M
|
274K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
36.1KNew |
$1.46M - $1.53M
|
36.1K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
30.3K+ 22.81% |
$1.22M - $1.28M
|
163K
$6.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.6K+ 101.94% |
$1.03M - $1.09M
|
50.8K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
24.8K+ 0.71% |
$1M - $1.05M
|
3.52M
$145M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21.5K+ 98.37% |
$867K - $913K
|
43.4K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
21.2K+ 4.94% |
$856K - $901K
|
451K
$18.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.1K+ 30.05% |
$769K - $809K
|
82.6K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.8KNew |
$679K - $715K
|
16.8K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
15.3K+ 8.2% |
$615K - $648K
|
202K
$8.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 3.72% |
$608K - $640K
|
421K
$17.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.8K+ 379.25% |
$595K - $626K
|
18.6K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.6K+ 5.05% |
$549K - $578K
|
283K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.9K+ 9.7% |
$521K - $549K
|
146K
$6.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$517K - $545K
|
12.8K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.7K+ 5.56% |
$471K - $496K
|
222K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
10.6KNew |
$428K - $451K
|
10.6K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 10.07% |
$406K - $427K
|
110K
$4.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.94KNew |
$401K - $422K
|
9.94K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.87K+ 67.97% |
$398K - $419K
|
24.4K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
9.74K+ 1.31% |
$392K - $413K
|
754K
$31.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.6K+ 13.36% |
$387K - $407K
|
81.5K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.45K+ 24.79% |
$341K - $358K
|
42.5K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.39K+ 18.83% |
$338K - $356K
|
52.9K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.57K+ 42.33% |
$305K - $321K
|
25.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.45KNew |
$260K - $273K
|
6.45K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.78K+ 6.27% |
$233K - $245K
|
97.9K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.63KNew |
$227K - $239K
|
5.63K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
5.14KNew |
$207K - $218K
|
5.14K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.06K+ 40.13% |
$204K - $215K
|
17.7K
$731K
|