Institutional Ownership Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2024 Q1 2024 |
844,463
shares
|
$34.5 Million
12.51% of portfolio
|
Q1 2024
Added 20.48%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2024 Q1 2024 |
822,417
shares
|
$33.6 Million
4.79% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
May 14, 2024 Q1 2024 |
397,442
shares
|
$16.2 Million
9.18% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
356,821
shares
|
$14.6 Million
1.15% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Apr 25, 2024 Q1 2024 |
267,236
shares
|
$10.9 Million
3.43% of portfolio
|
Q1 2024
Added 24.94%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 11, 2024 Q1 2024 |
256,193
shares
|
$10.5 Million
2.09% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Five Oceans Advisors
|
Apr 16, 2024 Q1 2024 |
215,034
shares
|
$8.78 Million
5.03% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
May 03, 2024 Q1 2024 |
186,454
shares
|
$7.61 Million
3.41% of portfolio
|
Q1 2024
Added 19.69%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
180,480
shares
|
$7.37 Million
1.82% of portfolio
|
Q1 2024
Added 3.4%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 22, 2024 Q1 2024 |
174,366
shares
|
$7.12 Million
3.12% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
Sensible Financial Planning & Management, Llc.
|
May 06, 2024 Q1 2024 |
155,460
shares
|
$6.35 Million
1.42% of portfolio
|
Q1 2024
Added 17.27%
|
|
|
Geometric Wealth Advisors
|
May 07, 2024 Q1 2024 |
142,741
shares
|
$5.83 Million
1.41% of portfolio
|
Q1 2024
Added 5.63%
|
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
139,616
shares
|
$5.7 Million
0.29% of portfolio
|
Q1 2024
Reduced 10.72%
|
|
|
Better Wealth, LLC
|
Apr 19, 2024 Q1 2024 |
130,278
shares
|
$5.32 Million
1.8% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Apr 22, 2024 Q1 2024 |
116,215
shares
|
$4.75 Million
4.03% of portfolio
|
Q1 2024
Added 40.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
111,953
shares
|
$4.57 Million
0.01% of portfolio
|
Q1 2024
Added 23.3%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Apr 26, 2024 Q1 2024 |
103,873
shares
|
$4.24 Million
2.83% of portfolio
|
Q1 2024
Added 14.0%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
96,681
shares
|
$3.95 Million
0.19% of portfolio
|
Q4 2023
Added 65.3%
|
|
|
Sterling Financial Planning, Inc.
|
May 06, 2024 Q1 2024 |
95,528
shares
|
$3.9 Million
1.63% of portfolio
|
Q1 2024
Added 21.63%
|
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
87,925
shares
|
$3.59 Million
0.25% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
86,976
shares
|
$3.55 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.51%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
86,427
shares
|
$3.53 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Apr 18, 2024 Q1 2024 |
85,150
shares
|
$3.48 Million
0.95% of portfolio
|
Q4 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
83,196
shares
|
$3.4 Million
1.02% of portfolio
|
Q1 2024
Reduced 42.46%
|
|
|
Level Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
79,060
shares
|
$3.23 Million
1.55% of portfolio
|
Q1 2024
Added 130.16%
|
|