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 98 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,926
shares
|
$200,734
0.0% of portfolio
|
Q1 2024
Reduced 8.91%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
4,694
shares
|
$191,280
0.03% of portfolio
|
Q4 2023
Reduced 98.33%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
4,259
shares
|
$173,554
0.0% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,440
shares
|
$140,180
0.0% of portfolio
|
Q1 2024
Reduced 23.32%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,162
shares
|
$128,851
0.0% of portfolio
|
Q1 2024
Reduced 42.83%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,904
shares
|
$118,338
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
2,765
shares
|
$112,673
0.01% of portfolio
|
Q1 2024
Reduced 49.86%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,941
shares
|
$79,095
0.0% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 02, 2024 Q1 2024 |
1,919
shares
|
$78,199
0.07% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
1,585
shares
|
$64,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,559
shares
|
$63,529
0.0% of portfolio
|
Q1 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,397
shares
|
$56,927
0.0% of portfolio
|
Q2 2022
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
851
shares
|
$34,678
0.0% of portfolio
|
Q1 2024
New holding
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
580
shares
|
$23,635
0.02% of portfolio
|
Q4 2022
New holding
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
545
shares
|
$22,208
0.01% of portfolio
|
Q1 2024
Added 28.54%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
364
shares
|
$14,833
0.01% of portfolio
|
Q3 2022
Reduced 5.21%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
307
shares
|
$12,510
0.01% of portfolio
|
Q3 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
245
shares
|
$9,983
0.0% of portfolio
|
Q3 2022
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
167
shares
|
$6,805
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
97
shares
|
$3,952
0.0% of portfolio
|
Q4 2023
Added 708.33%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
21
shares
|
$855
0.0% of portfolio
|
Q2 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|