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 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-662- 1.44% |
$27.5K - $28.2K
|
45.4K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
543+ 7.0% |
$22.6K - $23.2K
|
8.3K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 64.43% |
$156K - $160K
|
2.07K
$87.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.05K- 30.21% |
$252K - $258K
|
14K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
810+ 2.13% |
$33.7K - $34.6K
|
38.9K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66+ 0.85% |
$2.75K - $2.82K
|
7.84K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.5K+ 49.27% |
$853K - $875K
|
62.1K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-72.7K- 16.84% |
$3.03M - $3.1M
|
359K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.95KNew |
$331K - $339K
|
7.95K
$335K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40.6K+ 16.64% |
$1.69M - $1.73M
|
285K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
880+ 4.09% |
$36.6K - $37.5K
|
22.4K
$943K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.12K+ 3.65% |
$255K - $261K
|
174K
$7.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
707+ 1.78% |
$29.4K - $30.2K
|
40.5K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.9K+ 94.4% |
$245K - $252K
|
12.2K
$512K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.94K+ 5.32% |
$288K - $296K
|
137K
$5.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.88K+ 7.1% |
$286K - $294K
|
104K
$4.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.37K+ 8.09% |
$98.5K - $101K
|
31.6K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.42K+ 4.52% |
$58.9K - $60.4K
|
32.7K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
85.1K+ 42.66% |
$3.54M - $3.63M
|
285K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
20.5K+ 5.84% |
$851K - $872K
|
371K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.54K+ 14.96% |
$106K - $108K
|
19.5K
$823K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
73+ 1.49% |
$3.04K - $3.11K
|
4.97K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.28K+ 2.85% |
$345K - $353K
|
298K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 189.8% |
$245K - $252K
|
9K
$379K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
17.1K+ 7.26% |
$710K - $728K
|
252K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
187+ 3.65% |
$7.78K - $7.98K
|
5.31K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 13.39% |
$106K - $108K
|
21.5K
$905K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
72+ 0.51% |
$3K - $3.07K
|
14.2K
$600K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.9K+ 10.23% |
$830K - $851K
|
215K
$9.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
449KNew |
$18.7M - $19.2M
|
449K
$18.9M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 115.29% |
$746K - $770K
|
33.9K
$1.43M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.29K- 9.73% |
$94.2K - $97.2K
|
21.2K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14KNew |
$574K - $592K
|
14K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-264- 5.63% |
$10.9K - $11.2K
|
4.43K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-70- 21.54% |
$2.88K - $2.97K
|
255
$10.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.1K- 24.87% |
$86.4K - $89.2K
|
6.35K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 52.85% |
$117K - $121K
|
8.24K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-75- 1.19% |
$3.08K - $3.18K
|
6.22K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.22K+ 6.44% |
$379K - $391K
|
152K
$6.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.79KNew |
$197K - $203K
|
4.79K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-17- 0.11% |
$699 - $721
|
15.2K
$641K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.8K+ 2800.0% |
$115K - $119K
|
2.9K
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.52K+ 8.5% |
$62.5K - $64.5K
|
19.4K
$818K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.87KNew |
$76.7K - $79.2K
|
1.87K
$78.6K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
239+ 1.82% |
$9.62K - $10.1K
|
13.4K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230New |
$9.26K - $9.69K
|
230
$9.69K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.2K- 37.12% |
$1.58M - $1.65M
|
66.4K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$725 - $758
|
18
$758
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.22KNew |
$331K - $346K
|
8.22K
$346K
|
|