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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
17,610
shares
|
$742,085
0.32% of portfolio
|
Q2 2025
Added 31346.43%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,991
shares
|
$716,000
0.13% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
15,619
shares
|
$658,184
0.41% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,604
shares
|
$657,552
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
15,219
shares
|
$641,328
0.3% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
14,691
shares
|
$619,078
0.39% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
14,166
shares
|
$596,955
0.28% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,967
shares
|
$588,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13,061
shares
|
$550,390
0.17% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,833
shares
|
$540,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
12,155
shares
|
$512,211
0.12% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
10,989
shares
|
$463,076
0.04% of portfolio
|
Q2 2025
Reduced 60.29%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
10,920
shares
|
$460,168
0.28% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
10,250
shares
|
$431,935
0.3% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,692
shares
|
$408,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,608
shares
|
$404,881
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
|
$396,453
0.15% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
8,243
shares
|
$347,360
0.02% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,972
shares
|
$335,940
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,933
shares
|
$334,296
0.01% of portfolio
|
Q2 2025
Reduced 59.13%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
7,775
shares
|
$327,638
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
7,774
shares
|
$327,596
0.21% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
7,753
shares
|
$326,711
0.58% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,523
shares
|
$317,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
7,102
shares
|
$299,278
0.07% of portfolio
|
Q2 2025
New holding
|