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 115 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matson Money. Inc.
|
Oct 31, 2024 Q3 2024 |
3,490,382
shares
|
$143 Million
5.09% of portfolio
|
Q3 2024
Added 70.1%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
991,305
shares
|
$40.6 Million
13.61% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
802,782
shares
|
$32.8 Million
4.54% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
744,364
shares
|
$30.5 Million
5.32% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
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
|
$14.4 Million
7.28% of portfolio
|
Q3 2024
Added 144.08%
|
|
|
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%
|
|
|
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
|
Oct 16, 2024 Q3 2024 |
269,488
shares
|
$11 Million
2.06% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
247,564
shares
|
$10.1 Million
3.51% of portfolio
|
Q3 2024
Added 26.01%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
235,514
shares
|
$9.63 Million
5.91% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
212,885
shares
|
$8.71 Million
0.67% of portfolio
|
Q3 2024
Added 24.08%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
210,375
shares
|
$8.61 Million
1.95% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
203,363
shares
|
$8.32 Million
4.54% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
186,301
shares
|
$7.62 Million
3.09% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
185,037
shares
|
$7.57 Million
2.06% of portfolio
|
Q3 2024
Added 112.41%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
155,988
shares
|
$6.38 Million
2.0% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
133,327
shares
|
$5.45 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
132,750
shares
|
$5.43 Million
2.31% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
132,247
shares
|
$5.41 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
|
$4.92 Million
2.71% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
117,840
shares
|
$4.82 Million
0.2% of portfolio
|
Q2 2024
Added 6.7%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
108,584
shares
|
$4.44 Million
4.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
103,046
shares
|
$4.22 Million
1.27% of portfolio
|
Q3 2024
Added 1407.62%
|