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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,991
shares
|
$294,600
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
6,491
shares
|
$273,530
0.18% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,475
shares
|
$272,856
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
6,351
shares
|
$267,631
0.06% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$265,397
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
6,268
shares
|
$264,133
0.09% of portfolio
|
Q2 2025
Added 603.48%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
6,250
shares
|
$263,375
0.08% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
6,220
shares
|
$262,110
0.25% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,820
shares
|
$245,254
0.01% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$240,872
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
5,710
shares
|
$240,619
0.07% of portfolio
|
Q2 2025
Added 602.34%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
5,436
shares
|
$229,073
0.18% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
5,369
shares
|
$226,249
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
5,118
shares
|
$215,672
0.09% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,990
shares
|
$210,278
0.0% of portfolio
|
Q1 2025
Added 64.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
4,898
shares
|
$206,401
0.02% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
4,788
shares
|
$201,766
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,428
shares
|
$186,595
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,881
shares
|
$163,545
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
3,609
shares
|
$152,083
0.09% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
3,595
shares
|
$151,493
0.02% of portfolio
|
Q2 2025
Added 202.1%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,273
shares
|
$137,924
0.01% of portfolio
|
Q2 2025
Added 33.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,113
shares
|
$131,181
0.0% of portfolio
|
Q2 2025
Reduced 31.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,107
shares
|
$130,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,103
shares
|
$130,760
0.0% of portfolio
|
Q4 2024
Added 2.14%
|