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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
449+ 22.99% |
$18.9K - $19.1K
|
2.4K
$101K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.97K+ 6.93% |
$377K - $382K
|
138K
$5.82M
|
|
|
Jan 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
559+ 1.71% |
$23.5K - $23.8K
|
33.3K
$1.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-76.2K- 31.71% |
$3.2M - $3.24M
|
164K
$6.91M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
15.5K+ 11.16% |
$652K - $661K
|
155K
$6.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.11K+ 26.32% |
$215K - $217K
|
24.5K
$1.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.15K+ 3.47% |
$384K - $389K
|
273K
$11.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 3501.42% |
$725K - $734K
|
17.8K
$748K
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35.3K+ 12.41% |
$1.48M - $1.5M
|
320K
$13.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
6.96KNew |
$292K - $296K
|
6.96K
$293K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.51% |
$42 - $42.6
|
198
$8.34K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-908- 1.24% |
$38.1K - $38.6K
|
72.1K
$3.04M
|
|
|
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 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-890- 5.84% |
$37.4K - $37.9K
|
14.3K
$604K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$221K - $224K
|
5.26K
$222K
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
17K+ 12.34% |
$712K - $721K
|
154K
$6.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.64K+ 0.89% |
$111K - $112K
|
301K
$12.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.1K+ 12.03% |
$2.15M - $2.17M
|
476K
$20M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.1K+ 8.68% |
$633K - $641K
|
189K
$7.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16.8K+ 7.82% |
$706K - $715K
|
232K
$9.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Matson Money. Inc.
|
BUY
|
- |
162K+ 4.53% |
$6.81M - $6.9M
|
3.74M
$157M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 5.23% |
$930K - $942K
|
446K
$18.8M
|
|
|
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 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
Applied Capital LLC
|
BUY
|
- |
80+ 0.53% |
$3.36K - $3.4K
|
15.3K
$644K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
115+ 0.05% |
$4.83K - $4.89K
|
254K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
714+ 5.77% |
$30K - $30.4K
|
13.1K
$552K
|
|
|
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 16, 2026
Q4 2025
|
Blossom Wealth Management
|
BUY
|
- |
330+ 3.98% |
$13.9K - $14K
|
8.63K
$363K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
360+ 4.0% |
$15.1K - $15.3K
|
9.35K
$394K
|
|
|
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 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-46.3K- 74.53% |
$1.95M - $1.97M
|
15.8K
$667K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
144K+ 50.58% |
$6.05M - $6.12M
|
428K
$18M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.2KNew |
$345K - $349K
|
8.2K
$345K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6- 0.06% |
$252 - $255
|
10.6K
$448K
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
365+ 7.62% |
$15.3K - $15.5K
|
5.15K
$217K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.91K- 14.89% |
$122K - $124K
|
16.6K
$700K
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3.57K+ 9.18% |
$150K - $152K
|
42.5K
$1.79M
|
|
|
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
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-194K- 53.95% |
$8.14M - $8.25M
|
165K
$6.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$54.3K - $55K
|
1.29K
$54.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$252 - $255
|
4.28K
$180K
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
66.5K+ 26.4% |
$2.79M - $2.83M
|
318K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
22.6K+ 6.08% |
$948K - $960K
|
393K
$16.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
25.3KNew |
$1.06M - $1.08M
|
25.3K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
675+ 2.28% |
$28.4K - $28.7K
|
30.3K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-94- 0.66% |
$3.95K - $4K
|
14.1K
$596K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
111K+ 152.73% |
$4.67M - $4.73M
|
184K
$7.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
59.7KNew |
$2.51M - $2.54M
|
59.7K
$2.52M
|
|