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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.19K- 7.84% |
$88.4K - $93.1K
|
25.8K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.31K- 64.75% |
$134K - $141K
|
1.8K
$74.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.36K- 4.4% |
$135K - $143K
|
72.9K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.54K- 3.07% |
$143K - $150K
|
112K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.78K- 4.71% |
$193K - $203K
|
96.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.8K- 0.6% |
$193K - $204K
|
798K
$33M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-7.01K- 44.15% |
$283K - $298K
|
8.87K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.98K- 32.58% |
$362K - $381K
|
18.6K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.68K- 30.63% |
$390K - $411K
|
21.9K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.7K- 34.39% |
$473K - $498K
|
22.4K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-17.2K- 35.99% |
$695K - $731K
|
30.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-18.8K- 22.81% |
$756K - $796K
|
63.5K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-28.1K- 58.58% |
$1.13M - $1.19M
|
19.9K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-42K- 13.85% |
$1.69M - $1.78M
|
261K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-49K- 59.86% |
$1.97M - $2.08M
|
32.8K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-51.3K- 76.49% |
$2.07M - $2.18M
|
15.8K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-53.9K- 49.68% |
$2.17M - $2.29M
|
54.6K
$2.26M
|