Latest Institutional Transactions on Dimensional ETF Tr Inflation P (DFIP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Inflation P (DFIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-109- 0.13% |
$4.44K - $4.63K
|
82.2K
$3.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
649+ 3.37% |
$26.4K - $27.6K
|
19.9K
$821K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
320+ 2.79% |
$13K - $13.6K
|
11.8K
$486K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.61K+ 5.26% |
$269K - $281K
|
132K
$5.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.9K+ 5.45% |
$442K - $461K
|
210K
$8.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-712- 2.17% |
$29K - $30.2K
|
32.1K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.96K+ 146.88% |
$242K - $253K
|
10K
$413K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3K+ 12.67% |
$122K - $127K
|
26.6K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
48.2K+ 12.62% |
$1.96M - $2.04M
|
430K
$17.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 0.67% |
$2.12K - $2.21K
|
7.79K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.1K+ 26.01% |
$2.08M - $2.17M
|
248K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.7K- 32.8% |
$639K - $667K
|
32.2K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9+ 0.4% |
$366 - $382
|
2.28K
$94.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 8.65% |
$108K - $113K
|
28K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-360- 6.57% |
$14.6K - $15.3K
|
5.12K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
236+ 4.7% |
$9.6K - $10K
|
5.25K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-796- 1.17% |
$32.4K - $33.8K
|
67.1K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.13K+ 7.25% |
$331K - $345K
|
120K
$4.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.73% |
$163 - $170
|
555
$22.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
10.6K+ 7.27% |
$430K - $449K
|
156K
$6.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-191- 1.3% |
$7.77K - $8.11K
|
14.5K
$599K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.69K+ 1.42% |
$232K - $242K
|
406K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.06KNew |
$287K - $300K
|
7.06K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 2.92% |
$51.4K - $53.6K
|
44.6K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
564+ 1.19% |
$22.9K - $23.9K
|
48K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.63K+ 56.94% |
$107K - $111K
|
7.24K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41.3K+ 24.08% |
$1.68M - $1.75M
|
213K
$8.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
380+ 2.63% |
$15.5K - $16.1K
|
14.8K
$611K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.33K+ 0.87% |
$94.7K - $98.8K
|
269K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.82K+ 16.23% |
$74.2K - $77.4K
|
13.1K
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
40.2K+ 4.23% |
$1.64M - $1.71M
|
991K
$40.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
96.2K+ 1407.62% |
$3.91M - $4.09M
|
103K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 15.09% |
$65K - $67.9K
|
8.99K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
362+ 0.18% |
$14.7K - $15.4K
|
203K
$8.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-377- 7.37% |
$15.3K - $16K
|
4.74K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.97K+ 4.5% |
$161K - $168K
|
92.1K
$3.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.64K+ 5.07% |
$66.9K - $69.8K
|
34.1K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20.9K+ 18.71% |
$851K - $888K
|
133K
$5.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.94K- 10.28% |
$120K - $125K
|
25.7K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
785New |
$31.9K - $33.3K
|
785
$32.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.7K+ 4.67% |
$69.3K - $72.4K
|
38.2K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.08K+ 48.69% |
$207K - $216K
|
15.5K
$640K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.4K+ 66.92% |
$179K - $187K
|
11K
$453K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-971- 0.72% |
$39.5K - $41.2K
|
133K
$5.5M
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.14K+ 13.08% |
$45.9K - $47.1K
|
9.84K
$406K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47+ 1.1% |
$1.89K - $1.94K
|
4.31K
$178K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 20.62% |
$806 - $827
|
77
$3.18K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 4.4% |
$65.9K - $67.6K
|
38.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 104.93% |
$519K - $533K
|
25.2K
$1.04M
|
|