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 |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
152,228
shares
|
$6.41 Million
4.74% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
136,427
shares
|
$5.75 Million
0.75% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
132,599
shares
|
$5.59 Million
1.92% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
130,432
shares
|
$5.5 Million
3.45% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
118,619
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
104,458
shares
|
$4.4 Million
0.28% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
98,375
shares
|
$4.15 Million
1.4% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
96,949
shares
|
$4.09 Million
1.82% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
91,644
shares
|
$3.86 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
84,242
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2025
Added 354.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
83,158
shares
|
$3.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
81,946
shares
|
$3.45 Million
0.67% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
78,517
shares
|
$3.31 Million
0.44% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
73,475
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
68,750
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
64,038
shares
|
$2.7 Million
0.95% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
61,488
shares
|
$2.59 Million
1.78% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
54,982
shares
|
$2.32 Million
1.5% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
51,707
shares
|
$2.18 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
49,050
shares
|
$2.07 Million
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
48,010
shares
|
$2.02 Million
0.93% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
46,095
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
43,643
shares
|
$1.84 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
41,633
shares
|
$1.75 Million
1.42% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
40,917
shares
|
$1.72 Million
0.15% of portfolio
|
Q2 2025
Added 3.16%
|