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 134 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
15,771
shares
|
$656,862
0.56% of portfolio
|
Q4 2024
Reduced 76.49%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
15,011
shares
|
$625,208
0.32% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
14,995
shares
|
$624,541
0.33% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,512
shares
|
$604,424
0.0% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,337
shares
|
$597,136
0.0% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13,061
shares
|
$543,990
0.17% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
13,048
shares
|
$543,449
0.02% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,833
shares
|
$534,494
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
12,175
shares
|
$507,088
0.32% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
10,690
shares
|
$445,238
0.11% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
10,619
shares
|
$442,281
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
10,030
shares
|
$417,749
0.27% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
9,944
shares
|
$414,167
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
9,905
shares
|
$412,543
0.34% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,225
shares
|
$384,221
0.1% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
9,170
shares
|
$381,930
0.12% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,873
shares
|
$369,560
0.09% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,513
shares
|
$354,566
0.1% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
7,790
shares
|
$324,453
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
7,575
shares
|
$315,498
0.21% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,142
shares
|
$297,464
0.0% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
6,445
shares
|
$268,434
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$262,311
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
6,185
shares
|
$257,605
0.2% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
5,890
shares
|
$245,318
0.01% of portfolio
|
Q4 2024
Added 2.99%
|