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 115 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,953
shares
|
$79,994
0.06% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,397
shares
|
$57,221
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,388
shares
|
$56,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,116
shares
|
$45,711
0.0% of portfolio
|
Q3 2024
Added 127.29%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
851
shares
|
$34,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
785
shares
|
$32,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
580
shares
|
$23,756
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
555
shares
|
$22,732
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
428
shares
|
$17,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
364
shares
|
$14,909
0.01% of portfolio
|
Q3 2022
Reduced 5.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
216
shares
|
$8,847
0.0% of portfolio
|
Q3 2024
Added 151.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
188
shares
|
$7,700
0.0% of portfolio
|
Q2 2024
Reduced 23.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
77
shares
|
$3,153
0.0% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
21
shares
|
$860
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|