Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR INFLATION P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
196K+ 1189.35% |
$7.96M - $9.02M
|
212K
$8.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
193KNew |
$7.86M - $8.91M
|
193K
$7.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.3K+ 76.25% |
$3.06M - $3.47M
|
174K
$7.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
69.5K+ 101.58% |
$2.82M - $3.2M
|
138K
$5.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
59.4K+ 973.43% |
$2.41M - $2.74M
|
65.5K
$2.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
57KNew |
$2.32M - $2.63M
|
57K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.3KNew |
$1.72M - $1.95M
|
42.3K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20.8K+ 241.75% |
$846K - $959K
|
29.4K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8KNew |
$804K - $912K
|
19.8K
$816K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18.1K+ 295.02% |
$737K - $836K
|
24.3K
$1M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
13.8K+ 66.3% |
$562K - $637K
|
34.7K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13.5K+ 26.58% |
$547K - $620K
|
64.1K
$2.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.4K+ 223.34% |
$546K - $619K
|
19.4K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.2KNew |
$496K - $563K
|
12.2K
$504K
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
10.6K+ 32.05% |
$430K - $488K
|
43.6K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 9697.22% |
$426K - $483K
|
10.6K
$436K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$419K - $475K
|
10.3K
$425K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.78K+ 13.33% |
$398K - $451K
|
83.2K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
9.4K+ 165.02% |
$382K - $434K
|
15.1K
$623K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
9.19K+ 2.31% |
$373K - $424K
|
407K
$16.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.88KNew |
$361K - $409K
|
8.88K
$366K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8.63KNew |
$351K - $398K
|
8.63K
$356K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.95K+ 12.46% |
$282K - $320K
|
62.7K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5.72K+ 116.96% |
$232K - $264K
|
10.6K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.72KNew |
$232K - $264K
|
5.72K
$236K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.06K+ 59.51% |
$206K - $233K
|
13.6K
$560K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.46KNew |
$181K - $206K
|
4.46K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.21K+ 39.96% |
$171K - $194K
|
14.7K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.19K+ 4.74% |
$170K - $193K
|
92.4K
$3.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.46KNew |
$140K - $159K
|
3.46K
$143K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.2K+ 258.4% |
$89.4K - $101K
|
3.05K
$126K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
1.73K+ 1.54% |
$70.3K - $79.7K
|
114K
$4.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 5.6% |
$51.4K - $58.3K
|
23.8K
$983K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 99.68% |
$51.3K - $58.2K
|
2.53K
$104K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 9.84% |
$47.1K - $53.4K
|
12.9K
$533K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
752+ 3.25% |
$30.6K - $34.7K
|
23.9K
$986K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
245New |
$9.96K - $11.3K
|
245
$10.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
224+ 3.41% |
$9.11K - $10.3K
|
6.8K
$281K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104+ 1.89% |
$4.23K - $4.8K
|
5.59K
$231K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 2.56% |
$528 - $599
|
521
$21.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-20- 5.21% |
$813 - $922
|
364
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30- 50.0% |
$1.22K - $1.38K
|
30
$1.24K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-284- 99.65% |
$11.5K - $13.1K
|
1
$41.3
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-464- 2.39% |
$18.9K - $21.4K
|
18.9K
$781K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-786- 17.22% |
$32K - $36.2K
|
3.78K
$156K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-949- 0.76% |
$38.6K - $43.8K
|
123K
$5.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-1K- 6.17% |
$40.7K - $46.1K
|
15.2K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 12.28% |
$44.3K - $50.2K
|
7.78K
$321K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.85K- 22.05% |
$75.2K - $85.3K
|
6.54K
$270K
|