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 137 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matson Money. Inc.
|
May 02, 2025 Q1 2025 |
3,573,124
shares
|
$150 Million
5.48% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
1,025,828
shares
|
$43.1 Million
13.1% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
849,966
shares
|
$35.7 Million
5.96% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
797,983
shares
|
$33.5 Million
4.33% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
451,112
shares
|
$18.9 Million
3.46% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
422,132
shares
|
$17.7 Million
7.82% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
379,623
shares
|
$15.9 Million
3.94% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
357,263
shares
|
$15 Million
4.7% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
354,914
shares
|
$14.9 Million
7.2% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
351,400
shares
|
$14.8 Million
10.77% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
326,994
shares
|
$13.7 Million
0.8% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
284,005
shares
|
$11.9 Million
2.29% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
248,427
shares
|
$10.4 Million
2.53% of portfolio
|
Q4 2024
Added 34.26%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
246,180
shares
|
$10.3 Million
5.52% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
241,472
shares
|
$10.1 Million
2.02% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
241,401
shares
|
$10.1 Million
5.99% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
234,463
shares
|
$9.85 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
209,407
shares
|
$8.79 Million
3.38% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
190,357
shares
|
$7.99 Million
2.05% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
187,869
shares
|
$7.89 Million
8.17% of portfolio
|
Q1 2025
Added 27.61%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
187,253
shares
|
$7.86 Million
2.9% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
185,332
shares
|
$7.78 Million
1.56% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
166,051
shares
|
$6.97 Million
0.24% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
145,975
shares
|
$6.13 Million
2.19% of portfolio
|
Q1 2025
Added 39.22%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
143,012
shares
|
$6.01 Million
5.04% of portfolio
|
Q1 2025
Reduced 1.18%
|