Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Matson Money. Inc.
|
BUY
|
- |
162K+ 4.53% |
$6.81M - $6.9M
|
3.74M
$157M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
144K+ 50.58% |
$6.05M - $6.12M
|
428K
$18M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
111K+ 152.73% |
$4.67M - $4.73M
|
184K
$7.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
66.5K+ 26.4% |
$2.79M - $2.83M
|
318K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
59.7KNew |
$2.51M - $2.54M
|
59.7K
$2.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.2K+ 601.49% |
$2.28M - $2.3M
|
63.2K
$2.66M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.1K+ 12.03% |
$2.15M - $2.17M
|
476K
$20M
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
30.4K+ 2.85% |
$1.28M - $1.29M
|
1.1M
$46.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
25.3KNew |
$1.06M - $1.08M
|
25.3K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
22.6K+ 6.08% |
$948K - $960K
|
393K
$16.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 5.23% |
$930K - $942K
|
446K
$18.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
17K+ 12.34% |
$712K - $721K
|
154K
$6.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16.8K+ 7.82% |
$706K - $715K
|
232K
$9.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.1K+ 8.68% |
$633K - $641K
|
189K
$7.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.2KNew |
$345K - $349K
|
8.2K
$345K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.41K+ 8.3% |
$269K - $273K
|
83.6K
$3.52M
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$221K - $224K
|
5.26K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3.57K+ 9.18% |
$150K - $152K
|
42.5K
$1.79M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.64K+ 0.89% |
$111K - $112K
|
301K
$12.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.75K+ 4.37% |
$73.3K - $74.3K
|
41.7K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.59K+ 3.93% |
$66.8K - $67.6K
|
42.1K
$1.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$54.3K - $55K
|
1.29K
$54.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.09K+ 13.93% |
$45.9K - $46.5K
|
8.93K
$376K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
714+ 5.77% |
$30K - $30.4K
|
13.1K
$552K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
675+ 2.28% |
$28.4K - $28.7K
|
30.3K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
365+ 7.62% |
$15.3K - $15.5K
|
5.15K
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
360+ 4.0% |
$15.1K - $15.3K
|
9.35K
$394K
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
BUY
|
- |
330+ 3.98% |
$13.9K - $14K
|
8.63K
$363K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
115+ 0.05% |
$4.83K - $4.89K
|
254K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
80+ 0.53% |
$3.36K - $3.4K
|
15.3K
$644K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6- 0.06% |
$252 - $255
|
10.6K
$448K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$252 - $255
|
4.28K
$180K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-94- 0.66% |
$3.95K - $4K
|
14.1K
$596K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-552- 7.41% |
$23.2K - $23.5K
|
6.89K
$290K
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-890- 5.84% |
$37.4K - $37.9K
|
14.3K
$604K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-908- 1.24% |
$38.1K - $38.6K
|
72.1K
$3.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.91K- 14.89% |
$122K - $124K
|
16.6K
$700K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-12.9K- 54.81% |
$542K - $549K
|
10.6K
$448K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-46.3K- 74.53% |
$1.95M - $1.97M
|
15.8K
$667K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-194K- 53.95% |
$8.14M - $8.25M
|
165K
$6.97M
|
|