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 116 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matson Money. Inc.
|
Jan 27, 2025 Q4 2024 |
3,515,199
shares
|
$144 Million
5.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,050,930
shares
|
$43.1 Million
13.39% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
802,782
shares
|
$32.9 Million
4.54% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
754,100
shares
|
$30.9 Million
5.34% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
429,870
shares
|
$17.6 Million
3.51% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
405,884
shares
|
$16.6 Million
8.29% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
353,103
shares
|
$14.5 Million
7.28% of portfolio
|
Q3 2024
Added 144.08%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
345,959
shares
|
$14.2 Million
4.6% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
334,056
shares
|
$13.7 Million
6.88% of portfolio
|
Q4 2024
Added 64.27%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
332,558
shares
|
$13.6 Million
3.72% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
308,036
shares
|
$12.6 Million
0.8% of portfolio
|
Q4 2024
Added 44.7%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
303,158
shares
|
$12.4 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
283,103
shares
|
$11.6 Million
2.1% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
248,427
shares
|
$10.2 Million
2.53% of portfolio
|
Q4 2024
Added 34.26%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
235,514
shares
|
$9.65 Million
5.91% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
210,375
shares
|
$8.62 Million
1.95% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
201,570
shares
|
$8.26 Million
3.19% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
178,118
shares
|
$7.3 Million
1.87% of portfolio
|
Q4 2024
Added 72.85%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
163,027
shares
|
$6.68 Million
2.62% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
146,255
shares
|
$5.99 Million
0.23% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
144,719
shares
|
$5.93 Million
4.84% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
132,247
shares
|
$5.42 Million
1.1% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
120,235
shares
|
$4.93 Million
2.71% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
117,840
shares
|
$4.83 Million
0.2% of portfolio
|
Q2 2024
Added 6.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
104,851
shares
|
$4.3 Million
1.51% of portfolio
|
Q4 2024
New holding
|