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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
351KNew |
$14.2M - $14.9M
|
351K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
147KNew |
$5.93M - $6.25M
|
147K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
145KNew |
$5.83M - $6.14M
|
145K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
131K+ 64.27% |
$5.27M - $5.55M
|
334K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
118KNew |
$4.76M - $5.01M
|
118K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
106KNew |
$4.26M - $4.48M
|
106K
$4.41M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
105KNew |
$4.23M - $4.45M
|
105K
$4.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.4K+ 39.75% |
$3.97M - $4.17M
|
346K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
95.2K+ 44.7% |
$3.84M - $4.04M
|
308K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
94.3KNew |
$3.8M - $4M
|
94.3K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.9KNew |
$3.66M - $3.86M
|
90.9K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.1K+ 72.85% |
$3.03M - $3.19M
|
178K
$7.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63.4K+ 34.26% |
$2.56M - $2.69M
|
248K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
59.6K+ 6.01% |
$2.4M - $2.53M
|
1.05M
$43.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
52.4KNew |
$2.11M - $2.22M
|
52.4K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
47.1K+ 14.15% |
$1.9M - $2M
|
380K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
46.9KNew |
$1.89M - $1.99M
|
46.9K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
44K+ 96.93% |
$1.77M - $1.87M
|
89.4K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
41.4K+ 31.3% |
$1.67M - $1.76M
|
174K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40K+ 117.8% |
$1.61M - $1.7M
|
73.9K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
38K+ 16.13% |
$1.53M - $1.61M
|
274K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
36.1KNew |
$1.46M - $1.53M
|
36.1K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
30.3K+ 22.81% |
$1.22M - $1.28M
|
163K
$6.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.6K+ 101.94% |
$1.03M - $1.09M
|
50.8K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
24.8K+ 0.71% |
$1M - $1.05M
|
3.52M
$147M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21.5K+ 98.37% |
$867K - $913K
|
43.4K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
21.2K+ 4.94% |
$856K - $901K
|
451K
$18.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.1K+ 30.05% |
$769K - $809K
|
82.6K
$3.45M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
17.6KNew |
$710K - $747K
|
17.6K
$735K
|
|
|
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 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
15.3K+ 8.2% |
$615K - $648K
|
202K
$8.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 3.72% |
$608K - $640K
|
421K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.8K+ 379.25% |
$595K - $626K
|
18.6K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.6K+ 5.05% |
$549K - $578K
|
283K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.9K+ 9.7% |
$521K - $549K
|
146K
$6.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$517K - $545K
|
12.8K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.7K+ 5.56% |
$471K - $496K
|
222K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
10.6KNew |
$428K - $451K
|
10.6K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 10.07% |
$406K - $427K
|
110K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.94KNew |
$401K - $422K
|
9.94K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.87K+ 67.97% |
$398K - $419K
|
24.4K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
9.74K+ 1.31% |
$392K - $413K
|
754K
$31.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.6K+ 13.36% |
$387K - $407K
|
81.5K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.45K+ 24.79% |
$341K - $358K
|
42.5K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.39K+ 18.83% |
$338K - $356K
|
52.9K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.57K+ 42.33% |
$305K - $321K
|
25.5K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.45KNew |
$260K - $273K
|
6.45K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.78K+ 6.27% |
$233K - $245K
|
97.9K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.63KNew |
$227K - $239K
|
5.63K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
5.14KNew |
$207K - $218K
|
5.14K
$215K
|