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 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.31K+ 14.28% |
$174K - $183K
|
34.5K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.22K+ 15.83% |
$170K - $179K
|
30.8K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.69K+ 17.95% |
$149K - $157K
|
24.3K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3.65KNew |
$147K - $155K
|
3.65K
$151K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 12.54% |
$130K - $137K
|
28.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.18K+ 9.7% |
$128K - $135K
|
35.9K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95K+ 14.84% |
$119K - $125K
|
22.9K
$946K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.59K+ 2.16% |
$104K - $110K
|
123K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.5KNew |
$101K - $106K
|
2.5K
$103K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.08K+ 18.94% |
$83.8K - $88.2K
|
13K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.81K+ 0.51% |
$73K - $76.8K
|
355K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.59K+ 28.68% |
$64.2K - $67.5K
|
7.14K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 11.19% |
$58.9K - $62K
|
14.5K
$601K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.45K+ 20.56% |
$58.5K - $61.6K
|
8.51K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 5.45% |
$57.5K - $60.5K
|
27.6K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
986+ 43.23% |
$39.7K - $41.8K
|
3.27K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
969New |
$39.1K - $41.1K
|
969
$40.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
934+ 2.56% |
$37.6K - $39.6K
|
37.5K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
929+ 66.93% |
$37.4K - $39.4K
|
2.32K
$95.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
914+ 10.17% |
$36.8K - $38.8K
|
9.91K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
677+ 1.49% |
$27.3K - $28.7K
|
46.1K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
674+ 6.73% |
$27.2K - $28.6K
|
10.7K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
622+ 7.28% |
$25.1K - $26.4K
|
9.17K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
560+ 1.47% |
$22.6K - $23.8K
|
38.7K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
395+ 3.35% |
$15.9K - $16.8K
|
12.2K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
325New |
$13.1K - $13.8K
|
325
$13.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
229+ 4.36% |
$9.23K - $9.72K
|
5.48K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
202+ 1.37% |
$8.14K - $8.57K
|
15K
$620K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
191+ 1.29% |
$7.7K - $8.1K
|
15K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
189+ 1.92% |
$7.62K - $8.02K
|
10K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171+ 2.99% |
$6.89K - $7.26K
|
5.89K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95New |
$3.83K - $4.03K
|
95
$3.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65+ 2.14% |
$2.62K - $2.76K
|
3.1K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
49+ 0.65% |
$1.98K - $2.08K
|
7.58K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30+ 0.69% |
$1.21K - $1.27K
|
4.36K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22New |
$887 - $933
|
22
$910
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$806 - $849
|
20
$828
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.52% |
$645 - $679
|
3.1K
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.9% |
$202 - $212
|
560
$23.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.04% |
$121 - $127
|
7.79K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-297- 8.92% |
$12K - $12.6K
|
3.03K
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-783- 2.44% |
$31.6K - $33.2K
|
31.3K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-801- 23.33% |
$32.3K - $34K
|
2.63K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-838- 5.52% |
$33.8K - $35.6K
|
14.3K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.05K- 14.51% |
$42.3K - $44.6K
|
6.19K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1K- 98.57% |
$44.3K - $46.7K
|
16
$662
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 11.67% |
$49.1K - $51.7K
|
9.23K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 20.18% |
$55.5K - $58.4K
|
5.45K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.46K- 4.07% |
$58.8K - $61.9K
|
34.3K
$1.42M
|