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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
95.9K+ 12.71% |
$3.86M - $4.04M
|
850K
$35.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-87.9K- 26.31% |
$3.54M - $3.7M
|
246K
$10.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 94.46% |
$68.6K - $71.8K
|
100
$4.16K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
902+ 0.32% |
$36.3K - $38K
|
284K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.34K+ 15.71% |
$53.8K - $56.3K
|
9.85K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-6.3K- 7.05% |
$254K - $265K
|
83.1K
$3.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-59- 1.15% |
$2.38K - $2.48K
|
5.08K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129- 0.42% |
$5.19K - $5.43K
|
30.8K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 4.96% |
$196K - $204K
|
103K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.34K+ 17.9% |
$94.1K - $98.4K
|
15.4K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.7K+ 27.61% |
$1.64M - $1.71M
|
188K
$7.82M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.71K- 1.18% |
$68.7K - $71.9K
|
143K
$5.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.43K+ 4.6% |
$218K - $228K
|
123K
$5.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
480+ 3.94% |
$19.3K - $20.2K
|
12.7K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 29.5% |
$118K - $123K
|
6.98K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
697+ 2.41% |
$28.1K - $29.4K
|
29.6K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.61K+ 23.14% |
$226K - $236K
|
29.9K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41.1K+ 39.22% |
$1.66M - $1.73M
|
146K
$6.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.1K+ 30.81% |
$528K - $552K
|
55.6K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.2K+ 6.87% |
$493K - $515K
|
190K
$7.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$43.3K - $45.3K
|
13.9K
$580K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.2K+ 14.86% |
$976K - $1.02M
|
187K
$7.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.8K+ 13.54% |
$797K - $834K
|
166K
$6.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
645+ 6.43% |
$26K - $27.2K
|
10.7K
$444K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-165- 0.42% |
$6.64K - $6.95K
|
39.4K
$1.64M
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$524 - $552
|
13
$541
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.6KNew |
$710K - $747K
|
17.6K
$732K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.49K+ 21.41% |
$141K - $148K
|
19.8K
$822K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.1K+ 30.05% |
$769K - $809K
|
82.6K
$3.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
351KNew |
$14.2M - $14.9M
|
351K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 11.19% |
$58.9K - $62K
|
14.5K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
106KNew |
$4.26M - $4.48M
|
106K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.59K+ 28.68% |
$64.2K - $67.5K
|
7.14K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.63KNew |
$227K - $239K
|
5.63K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22New |
$887 - $933
|
22
$915
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.18K+ 9.7% |
$128K - $135K
|
35.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.8K- 0.6% |
$193K - $204K
|
798K
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1K- 98.57% |
$44.3K - $46.7K
|
16
$666
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
10.6KNew |
$428K - $451K
|
10.6K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.7K- 34.39% |
$473K - $498K
|
22.4K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 10.07% |
$406K - $427K
|
110K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
325New |
$13.1K - $13.8K
|
325
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.9KNew |
$3.66M - $3.86M
|
90.9K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
622+ 7.28% |
$25.1K - $26.4K
|
9.17K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95New |
$3.83K - $4.03K
|
95
$3.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.06K+ 40.13% |
$204K - $215K
|
17.7K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
934+ 2.56% |
$37.6K - $39.6K
|
37.5K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 5.45% |
$57.5K - $60.5K
|
27.6K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
47.1K+ 14.15% |
$1.9M - $2M
|
380K
$15.8M
|
|