Latest Institutional Purchases of Dimensional ETF Tr Inflation P (DFIP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Inflation P (DFIP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
96.2K+ 1407.62% |
$3.91M - $4.09M
|
103K
$4.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.1K+ 26.01% |
$2.08M - $2.17M
|
248K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
48.2K+ 12.62% |
$1.96M - $2.04M
|
430K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41.3K+ 24.08% |
$1.68M - $1.75M
|
213K
$8.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
40.2K+ 4.23% |
$1.64M - $1.71M
|
991K
$40.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20.9K+ 18.71% |
$851K - $888K
|
133K
$5.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.9K+ 5.45% |
$442K - $461K
|
210K
$8.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
10.6K+ 7.27% |
$430K - $449K
|
156K
$6.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.13K+ 7.25% |
$331K - $345K
|
120K
$4.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.06KNew |
$287K - $300K
|
7.06K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.61K+ 5.26% |
$269K - $281K
|
132K
$5.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.96K+ 146.88% |
$242K - $253K
|
10K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.69K+ 1.42% |
$232K - $242K
|
406K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.08K+ 48.69% |
$207K - $216K
|
15.5K
$640K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.4K+ 66.92% |
$179K - $187K
|
11K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.97K+ 4.5% |
$161K - $168K
|
92.1K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3K+ 12.67% |
$122K - $127K
|
26.6K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.63K+ 56.94% |
$107K - $111K
|
7.24K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.33K+ 0.87% |
$94.7K - $98.8K
|
269K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.82K+ 16.23% |
$74.2K - $77.4K
|
13.1K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.7K+ 4.67% |
$69.3K - $72.4K
|
38.2K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.64K+ 5.07% |
$66.9K - $69.8K
|
34.1K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 2.92% |
$51.4K - $53.6K
|
44.6K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
785New |
$31.9K - $33.3K
|
785
$32.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
649+ 3.37% |
$26.4K - $27.6K
|
19.9K
$821K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
564+ 1.19% |
$22.9K - $23.9K
|
48K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
380+ 2.63% |
$15.5K - $16.1K
|
14.8K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
362+ 0.18% |
$14.7K - $15.4K
|
203K
$8.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
320+ 2.79% |
$13K - $13.6K
|
11.8K
$486K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
236+ 4.7% |
$9.6K - $10K
|
5.25K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 0.67% |
$2.12K - $2.21K
|
7.79K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9+ 0.4% |
$366 - $382
|
2.28K
$94.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.73% |
$163 - $170
|
555
$22.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
2.05MNew |
$82.7M - $84.9M
|
2.05M
$84.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
739KNew |
$29.8M - $30.6M
|
739K
$30.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
55.1K+ 341.89% |
$2.22M - $2.28M
|
71.2K
$2.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
37.9K+ 14.2% |
$1.53M - $1.57M
|
305K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
28.5K+ 24.48% |
$1.15M - $1.18M
|
145K
$5.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.3KNew |
$655K - $673K
|
16.3K
$671K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.2KNew |
$652K - $669K
|
16.2K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 104.93% |
$519K - $533K
|
25.2K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
11.9K+ 6.84% |
$481K - $494K
|
186K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 23.42% |
$468K - $480K
|
61.1K
$2.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
9.67K+ 12.49% |
$390K - $400K
|
87.1K
$3.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.89K+ 180.49% |
$358K - $368K
|
13.8K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.4K+ 6.7% |
$298K - $306K
|
118K
$4.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.16KNew |
$289K - $296K
|
7.16K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.94K+ 12.81% |
$280K - $287K
|
61.1K
$2.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.8K+ 16.49% |
$234K - $240K
|
40.9K
$1.69M
|
|