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 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
449KNew |
$18.7M - $19.2M
|
449K
$18.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
230K+ 3051.32% |
$9.55M - $9.79M
|
237K
$9.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157K+ 188.89% |
$6.53M - $6.7M
|
240K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
147K+ 19.19% |
$6.11M - $6.27M
|
913K
$38.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
114KNew |
$4.76M - $4.88M
|
114K
$4.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
85.1K+ 42.66% |
$3.54M - $3.63M
|
285K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
83.8K+ 61.46% |
$3.49M - $3.58M
|
220K
$9.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
82.3K+ 8.37% |
$3.42M - $3.51M
|
1.07M
$44.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74.4K+ 21.3% |
$3.09M - $3.17M
|
424K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
42.3K+ 10.57% |
$1.76M - $1.8M
|
443K
$18.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
42K+ 10.99% |
$1.75M - $1.79M
|
425K
$17.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40.6K+ 16.64% |
$1.69M - $1.73M
|
285K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
29.7K+ 3.42% |
$1.24M - $1.27M
|
898K
$37.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27K+ 6.48% |
$1.12M - $1.15M
|
444K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
25.5K+ 53.11% |
$1.06M - $1.09M
|
73.5K
$3.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
24.9K+ 23.8% |
$1.03M - $1.06M
|
129K
$5.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
23.7K+ 13.9% |
$986K - $1.01M
|
194K
$8.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
22.4K+ 4.49% |
$932K - $956K
|
521K
$22M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.5K+ 49.27% |
$853K - $875K
|
62.1K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
20.5K+ 5.84% |
$851K - $872K
|
371K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.9K+ 10.23% |
$830K - $851K
|
215K
$9.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.3KNew |
$719K - $738K
|
17.3K
$728K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
17.1K+ 7.26% |
$710K - $728K
|
252K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 16.2% |
$568K - $582K
|
97.9K
$4.12M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
13.3K+ 6.57% |
$552K - $566K
|
215K
$9.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$498K - $511K
|
12K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.85K+ 16.02% |
$410K - $420K
|
71.3K
$3M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.71K+ 13.6% |
$362K - $371K
|
72.7K
$3.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.47K+ 12.33% |
$353K - $362K
|
77.2K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
8.37K+ 3.76% |
$348K - $357K
|
231K
$9.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.28K+ 2.85% |
$345K - $353K
|
298K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.95KNew |
$331K - $339K
|
7.95K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.14K+ 20.71% |
$297K - $305K
|
41.6K
$1.75M
|
|
|
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 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.56K+ 4.95% |
$273K - $280K
|
139K
$5.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.17KNew |
$257K - $263K
|
6.17K
$260K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.12K+ 3.65% |
$255K - $261K
|
174K
$7.31M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.9K+ 94.4% |
$245K - $252K
|
12.2K
$512K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 189.8% |
$245K - $252K
|
9K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.8KNew |
$200K - $205K
|
4.8K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.79KNew |
$199K - $204K
|
4.79K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.57K+ 8.83% |
$190K - $195K
|
56.3K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.82KNew |
$159K - $163K
|
3.82K
$161K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.69K+ 33.62% |
$154K - $158K
|
14.7K
$618K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.63K+ 63.54% |
$151K - $155K
|
9.34K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.46K+ 6.3% |
$144K - $148K
|
58.4K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.42K+ 133.96% |
$142K - $146K
|
5.97K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.34K+ 3.65% |
$139K - $143K
|
95K
$4M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.18K+ 59.17% |
$132K - $136K
|
8.55K
$360K
|
|