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 150 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matson Money. Inc.
|
Jul 30, 2025 Q2 2025 |
3,573,335
shares
|
$152 Million
5.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
983,348
shares
|
$41.7 Million
11.5% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
868,594
shares
|
$36.9 Million
5.63% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
798,105
shares
|
$33.9 Million
4.35% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
765,886
shares
|
$32.5 Million
4.64% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
498,824
shares
|
$21.2 Million
3.4% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
449,081
shares
|
$19.1 Million
2.41% of portfolio
|
Q3 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
417,381
shares
|
$17.7 Million
3.86% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
400,303
shares
|
$17 Million
11.33% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
382,545
shares
|
$16.2 Million
4.45% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
370,885
shares
|
$15.7 Million
6.84% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
359,309
shares
|
$15.2 Million
5.85% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
349,242
shares
|
$14.8 Million
0.74% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
298,455
shares
|
$12.7 Million
2.2% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
284,722
shares
|
$12.1 Million
3.68% of portfolio
|
Q3 2025
Added 42.66%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
284,571
shares
|
$12.1 Million
3.23% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
261,287
shares
|
$11.1 Million
1.94% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
254,317
shares
|
$10.8 Million
4.85% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
251,964
shares
|
$10.7 Million
7.02% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
238,528
shares
|
$10.1 Million
6.16% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
231,096
shares
|
$9.81 Million
3.14% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
214,901
shares
|
$9.12 Million
1.92% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
202,204
shares
|
$8.58 Million
7.71% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
183,032
shares
|
$7.77 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
173,633
shares
|
$7.37 Million
0.17% of portfolio
|
Q3 2025
Added 3.65%
|