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 104 institutions that hold shares in the stock, with a total of 9.95 Million shares, which have been reported (via 13F filing form) to have a value of $421 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
83,806
shares
|
$3.55 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
82,341
shares
|
$3.49 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
71,166
shares
|
$3.01 Million
0.44% of portfolio
|
Q2 2024
Added 341.89%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jul 26, 2024 Q2 2024 |
67,880
shares
|
$2.87 Million
3.05% of portfolio
|
Q2 2024
Added 18.45%
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
65,073
shares
|
$2.76 Million
0.53% of portfolio
|
Q2 2024
Added 3.92%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
61,110
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2024
Added 23.42%
|
|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
61,102
shares
|
$2.59 Million
0.7% of portfolio
|
Q2 2024
Added 12.81%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
58,859
shares
|
$2.49 Million
0.56% of portfolio
|
Q2 2024
Reduced 29.25%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
47,866
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 57.24%
|
|
Midwest Heritage Bank, Fsb
|
Jul 17, 2024 Q2 2024 |
47,419
shares
|
$2.01 Million
0.98% of portfolio
|
Q2 2024
Added 7.04%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
45,639
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2024
Added 2.09%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
43,292
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Aug 01, 2024 Q2 2024 |
40,930
shares
|
$1.73 Million
1.23% of portfolio
|
Q2 2024
Added 16.49%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
38,809
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2024
Added 4.4%
|
|
Shearwater Capital LLC
|
Jul 10, 2024 Q2 2024 |
36,474
shares
|
$1.54 Million
1.1% of portfolio
|
Q2 2024
Added 3.31%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
35,324
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2024
Added 0.56%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
34,962
shares
|
$1.48 Million
0.69% of portfolio
|
Q2 2024
Added 0.07%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
32,765
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2023
Reduced 48.86%
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
32,765
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 31, 2024 Q2 2024 |
32,437
shares
|
$1.37 Million
0.57% of portfolio
|
Q2 2024
Added 3.44%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
30,630
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Total Wealth Planning, LLC
|
Aug 02, 2024 Q2 2024 |
28,618
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2024
Added 6.33%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
27,536
shares
|
$1.17 Million
0.29% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
25,168
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
Added 104.93%
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
23,633
shares
|
$1 Million
0.26% of portfolio
|
Q2 2024
Added 4.83%
|