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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.8K+ 379.25% |
$595K - $626K
|
18.6K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.6K+ 13.36% |
$387K - $407K
|
81.5K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
21.2K+ 4.94% |
$856K - $901K
|
451K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
52.4KNew |
$2.11M - $2.22M
|
52.4K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.7K+ 5.56% |
$471K - $496K
|
222K
$9.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95K+ 14.84% |
$119K - $125K
|
22.9K
$955K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
147KNew |
$5.93M - $6.25M
|
147K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.81K+ 0.51% |
$73K - $76.8K
|
355K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21.5K+ 98.37% |
$867K - $913K
|
43.4K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-28.1K- 58.58% |
$1.13M - $1.19M
|
19.9K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171+ 2.99% |
$6.89K - $7.26K
|
5.89K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$517K - $545K
|
12.8K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.36K- 4.4% |
$135K - $143K
|
72.9K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.31K+ 14.28% |
$174K - $183K
|
34.5K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 3.72% |
$608K - $640K
|
421K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.54K- 3.07% |
$143K - $150K
|
112K
$4.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
94.3KNew |
$3.8M - $4M
|
94.3K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.78K- 4.71% |
$193K - $203K
|
96.5K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.59K+ 2.16% |
$104K - $110K
|
123K
$5.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-49K- 59.86% |
$1.97M - $2.08M
|
32.8K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.8KNew |
$679K - $715K
|
16.8K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 20.18% |
$55.5K - $58.4K
|
5.45K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
44K+ 96.93% |
$1.77M - $1.87M
|
89.4K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.19K- 7.84% |
$88.4K - $93.1K
|
25.8K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65+ 2.14% |
$2.62K - $2.76K
|
3.1K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
145KNew |
$5.83M - $6.14M
|
145K
$6.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.69K+ 17.95% |
$149K - $157K
|
24.3K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63.4K+ 34.26% |
$2.56M - $2.69M
|
248K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-17.2K- 35.99% |
$695K - $731K
|
30.7K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
395+ 3.35% |
$15.9K - $16.8K
|
12.2K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.04% |
$121 - $127
|
7.79K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
95.2K+ 44.7% |
$3.84M - $4.04M
|
308K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
24.8K+ 0.71% |
$1M - $1.05M
|
3.52M
$147M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.57K+ 42.33% |
$305K - $321K
|
25.5K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.4K+ 39.75% |
$3.97M - $4.17M
|
346K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-783- 2.44% |
$31.6K - $33.2K
|
31.3K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
131K+ 64.27% |
$5.27M - $5.55M
|
334K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
229+ 4.36% |
$9.23K - $9.72K
|
5.48K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-51.3K- 76.49% |
$2.07M - $2.18M
|
15.8K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
15.3K+ 8.2% |
$615K - $648K
|
202K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.9% |
$202 - $212
|
560
$23.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
202+ 1.37% |
$8.14K - $8.57K
|
15K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
9.74K+ 1.31% |
$392K - $413K
|
754K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-53.9K- 49.68% |
$2.17M - $2.29M
|
54.6K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
30.3K+ 22.81% |
$1.22M - $1.28M
|
163K
$6.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
59.6K+ 6.01% |
$2.4M - $2.53M
|
1.05M
$43.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
914+ 10.17% |
$36.8K - $38.8K
|
9.91K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
191+ 1.29% |
$7.7K - $8.1K
|
15K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.08K+ 18.94% |
$83.8K - $88.2K
|
13K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
677+ 1.49% |
$27.3K - $28.7K
|
46.1K
$1.93M
|