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 151 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
173,633
shares
|
$7.37 Million
0.17% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
170,489
shares
|
$7.24 Million
1.36% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
152,228
shares
|
$6.46 Million
4.74% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
139,163
shares
|
$5.91 Million
1.92% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
137,367
shares
|
$5.83 Million
3.32% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
136,427
shares
|
$5.79 Million
0.75% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
118,619
shares
|
$5.03 Million
0.0% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
104,458
shares
|
$4.43 Million
0.28% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
103,830
shares
|
$4.41 Million
1.77% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
98,375
shares
|
$4.18 Million
1.4% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
91,644
shares
|
$3.89 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
84,242
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Added 354.04%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
81,946
shares
|
$3.48 Million
0.67% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
78,517
shares
|
$3.33 Million
0.44% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
77,224
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
73,510
shares
|
$3.12 Million
1.33% of portfolio
|
Q3 2025
Added 53.11%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
73,475
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
72,744
shares
|
$3.09 Million
1.0% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
62,145
shares
|
$2.64 Million
1.86% of portfolio
|
Q3 2025
Added 49.27%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
61,488
shares
|
$2.61 Million
1.78% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
54,982
shares
|
$2.33 Million
1.5% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
51,707
shares
|
$2.19 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
49,050
shares
|
$2.08 Million
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
45,433
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
43,643
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.71%
|