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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.8K+ 60.6% |
$1.8M - $1.88M
|
119K
$5M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11.9K- 59.68% |
$478K - $499K
|
8.01K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-292- 37.2% |
$11.8K - $12.3K
|
493
$20.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31- 1.18% |
$1.25K - $1.31K
|
2.6K
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
945New |
$38.1K - $39.8K
|
945
$39.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.34K- 26.39% |
$94.3K - $98.6K
|
6.53K
$275K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$524 - $552
|
13
$548
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
52.4KNew |
$2.11M - $2.22M
|
52.4K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$517K - $545K
|
12.8K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.05K- 14.51% |
$42.3K - $44.6K
|
6.19K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$806 - $849
|
20
$842
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.87KNew |
$198K - $207K
|
4.87K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34+ 1.77% |
$1.38K - $1.44K
|
1.95K
$82.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
10.6K+ 7.27% |
$430K - $449K
|
156K
$6.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.82K+ 16.23% |
$74.2K - $77.4K
|
13.1K
$550K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 20.62% |
$806 - $827
|
77
$3.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
428New |
$17.3K - $17.7K
|
428
$18K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-419- 26.88% |
$16.9K - $17.3K
|
1.14K
$48K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36- 0.2% |
$1.45K - $1.49K
|
18.1K
$762K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.77K+ 32.1% |
$71.3K - $73.2K
|
7.28K
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
628+ 9.87% |
$25.3K - $26K
|
6.99K
$294K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.1KNew |
$572K - $586K
|
14.1K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.37K+ 8.0% |
$55.7K - $57K
|
18.5K
$781K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$226K - $231K
|
5.56K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167New |
$6.78K - $6.94K
|
167
$7.03K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
851New |
$34.5K - $35.4K
|
851
$35.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.98K- 32.35% |
$121K - $124K
|
6.23K
$262K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.59KNew |
$64.3K - $65.8K
|
1.59K
$66.8K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.16K- 38.13% |
$124K - $131K
|
5.13K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.85K- 99.85% |
$268K - $284K
|
10
$421
|
|
| Q3 2023 | |||||||
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.9KClosed |
$393K - $413K
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$39.7 - $41.7
|
1
$42.1
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
834New |
$33.1K - $34.8K
|
834
$35.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$48.5K - $50.9K
|
1.22K
$51.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-305- 0.55% |
$12.1K - $12.7K
|
55.4K
$2.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 14.0% |
$113K - $119K
|
23.2K
$976K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27+ 1.14% |
$1.07K - $1.13K
|
2.4K
$101K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.9KNew |
$408K - $428K
|
9.9K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 42.19% |
$160K - $168K
|
13.1K
$552K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.72KNew |
$193K - $202K
|
4.72K
$199K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12New |
$487 - $511
|
12
$505
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.5KNew |
$60.8K - $63.9K
|
1.5K
$63.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22New |
$892 - $938
|
22
$927
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.31K- 40.62% |
$175K - $184K
|
6.3K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$49.5K - $52K
|
1.22K
$51.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.76K- 4.06% |
$152K - $160K
|
88.6K
$3.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-593- 9.07% |
$24K - $25.3K
|
5.94K
$250K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.96% |
$203 - $213
|
526
$22.2K
|
|