Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.5KNew |
$979K - $1M
|
23.5K
$991K
|
|
|
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
|
|