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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,900
shares
|
$122,206
0.07% of portfolio
|
Q2 2025
Added 2800.0%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,601
shares
|
$109,606
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,550
shares
|
$107,457
0.0% of portfolio
|
Q2 2025
Added 169.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,428
shares
|
$102,315
0.0% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
1,953
shares
|
$82,299
0.06% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,866
shares
|
$78,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,626
shares
|
$68,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,397
shares
|
$58,869
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
945
shares
|
$39,822
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
895
shares
|
$37,715
0.0% of portfolio
|
Q2 2025
Reduced 97.16%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
851
shares
|
$35,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
580
shares
|
$24,441
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
493
shares
|
$20,775
0.0% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
428
shares
|
$18,035
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
364
shares
|
$15,338
0.01% of portfolio
|
Q3 2022
Reduced 5.21%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
255
shares
|
$10,745
0.0% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
188
shares
|
$7,922
0.0% of portfolio
|
Q2 2024
Reduced 23.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
97
shares
|
$4,087
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21
shares
|
$884
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
13
shares
|
$547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$126
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|