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 147 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $669 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
|
$151 Million
5.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
983,348
shares
|
$41.4 Million
11.5% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
868,594
shares
|
$36.6 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
|
$33.6 Million
4.35% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
765,886
shares
|
$32.3 Million
4.64% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
498,824
shares
|
$21 Million
3.4% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
432,044
shares
|
$18.2 Million
7.59% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
417,381
shares
|
$17.6 Million
3.86% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
400,303
shares
|
$16.9 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
|
$16.1 Million
4.45% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
350,435
shares
|
$14.8 Million
6.79% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
349,242
shares
|
$14.7 Million
0.74% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
290,171
shares
|
$12.2 Million
2.2% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
261,287
shares
|
$11 Million
1.94% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
254,918
shares
|
$10.7 Million
5.19% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
250,286
shares
|
$10.5 Million
5.72% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
243,967
shares
|
$10.3 Million
3.35% of portfolio
|
Q2 2025
Added 67.13%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
234,900
shares
|
$9.9 Million
7.99% of portfolio
|
Q2 2025
Added 25.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
222,731
shares
|
$9.39 Million
3.28% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
202,204
shares
|
$8.52 Million
7.71% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
199,579
shares
|
$8.41 Million
2.8% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
194,955
shares
|
$8.22 Million
1.88% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
183,032
shares
|
$7.71 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
170,489
shares
|
$7.18 Million
1.36% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
167,513
shares
|
$7.06 Million
0.2% of portfolio
|
Q2 2025
Added 0.88%
|