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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
19,416
shares
|
$824,015
0.28% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
18,094
shares
|
$767,909
0.03% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
17,610
shares
|
$747,368
0.32% of portfolio
|
Q2 2025
Added 31346.43%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
15,619
shares
|
$662,870
0.41% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,604
shares
|
$662,233
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
15,236
shares
|
$646,615
0.36% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
15,219
shares
|
$645,894
0.28% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
14,238
shares
|
$604,260
0.26% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
13,975
shares
|
$593,099
0.44% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,967
shares
|
$592,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13,061
shares
|
$554,308
0.17% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,833
shares
|
$544,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
12,155
shares
|
$515,858
0.12% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
12,150
shares
|
$515,646
0.15% of portfolio
|
Q3 2025
Added 94.4%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
10,989
shares
|
$466,373
0.04% of portfolio
|
Q2 2025
Reduced 60.29%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 03, 2025 Q3 2025 |
10,926
shares
|
$463,699
0.25% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
10,250
shares
|
$435,010
0.3% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,692
shares
|
$411,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,608
shares
|
$407,763
0.11% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
9,408
shares
|
$399,275
0.15% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,004
shares
|
$382,129
0.01% of portfolio
|
Q3 2025
Added 189.8%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,296
shares
|
$352,082
0.57% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
8,243
shares
|
$349,832
0.02% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,972
shares
|
$338,331
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,945
shares
|
$337,185
0.01% of portfolio
|
Q3 2025
New holding
|