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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$238,071
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,631
shares
|
$234,531
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,481
shares
|
$228,283
0.43% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,447
shares
|
$226,867
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
5,141
shares
|
$214,122
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,362
shares
|
$181,677
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
3,652
shares
|
$152,105
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
3,267
shares
|
$136,070
0.04% of portfolio
|
Q4 2024
Added 43.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,103
shares
|
$129,239
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,103
shares
|
$129,239
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,034
shares
|
$126,366
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,632
shares
|
$109,622
0.01% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$104,125
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,317
shares
|
$96,503
0.0% of portfolio
|
Q4 2024
Added 66.93%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
1,953
shares
|
$81,342
0.06% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,804
shares
|
$75,136
0.03% of portfolio
|
Q4 2024
Reduced 64.75%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,397
shares
|
$58,185
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
969
shares
|
$40,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
851
shares
|
$35,444
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
785
shares
|
$32,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
580
shares
|
$24,157
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
560
shares
|
$23,324
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
428
shares
|
$17,826
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
364
shares
|
$15,160
0.01% of portfolio
|
Q3 2022
Reduced 5.21%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
325
shares
|
$13,536
0.01% of portfolio
|
Q4 2024
New holding
|