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 134 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
118,037
shares
|
$4.92 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
111,696
shares
|
$4.65 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
110,067
shares
|
$4.58 Million
0.63% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
105,665
shares
|
$4.4 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
104,851
shares
|
$4.37 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
97,921
shares
|
$4.08 Million
0.29% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
96,527
shares
|
$4.02 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
94,280
shares
|
$3.93 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
90,886
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
89,401
shares
|
$3.72 Million
2.07% of portfolio
|
Q4 2024
Added 96.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
82,555
shares
|
$3.44 Million
0.07% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
81,468
shares
|
$3.39 Million
0.72% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
73,862
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Added 117.8%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
72,934
shares
|
$3.04 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
54,637
shares
|
$2.28 Million
2.09% of portfolio
|
Q4 2024
Reduced 49.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,944
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
52,393
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
50,751
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 101.94%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
46,857
shares
|
$1.95 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
46,100
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
43,391
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Added 98.37%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
42,530
shares
|
$1.77 Million
0.71% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
38,738
shares
|
$1.61 Million
1.07% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
37,484
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
36,116
shares
|
$1.5 Million
1.41% of portfolio
|
Q4 2024
New holding
|