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 104 institutions that hold shares in the stock, with a total of 9.95 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Matson Money. Inc.
|
Jul 22, 2024 Q2 2024 |
2,051,960
shares
|
$86.9 Million
2.79% of portfolio
|
Q2 2024
New holding
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
951,084
shares
|
$40.3 Million
13.08% of portfolio
|
Q2 2024
Added 12.63%
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
811,109
shares
|
$34.3 Million
4.48% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
738,576
shares
|
$31.3 Million
5.43% of portfolio
|
Q2 2024
New holding
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
400,191
shares
|
$16.9 Million
8.75% of portfolio
|
Q2 2024
Added 0.69%
|
|
Geometric Wealth Advisors
|
Aug 13, 2024 Q2 2024 |
381,715
shares
|
$16.2 Million
3.25% of portfolio
|
Q2 2024
Added 167.42%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
325,719
shares
|
$13.8 Million
0.92% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
305,173
shares
|
$12.9 Million
3.65% of portfolio
|
Q2 2024
Added 14.2%
|
|
Market Street Wealth Management Advisors LLC
|
Jul 29, 2024 Q2 2024 |
267,161
shares
|
$11.3 Million
2.09% of portfolio
|
Q2 2024
Added 4.28%
|
|
Five Oceans Advisors
|
Jul 10, 2024 Q2 2024 |
203,001
shares
|
$8.6 Million
4.83% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
199,509
shares
|
$8.45 Million
1.93% of portfolio
|
Q2 2024
Added 10.54%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
196,464
shares
|
$8.32 Million
3.22% of portfolio
|
Q2 2024
Added 5.37%
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 25, 2024 Q2 2024 |
186,301
shares
|
$7.89 Million
3.09% of portfolio
|
Q2 2024
Added 6.84%
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 24, 2024 Q2 2024 |
171,577
shares
|
$7.26 Million
0.62% of portfolio
|
Q2 2024
Added 98.52%
|
|
Better Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
145,415
shares
|
$6.16 Million
1.94% of portfolio
|
Q2 2024
Added 11.62%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 15, 2024 Q2 2024 |
144,668
shares
|
$6.13 Million
4.22% of portfolio
|
Q2 2024
Added 24.48%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
134,298
shares
|
$5.69 Million
0.25% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
Sensible Financial Planning & Management, Llc.
|
Jul 18, 2024 Q2 2024 |
125,640
shares
|
$5.32 Million
1.11% of portfolio
|
Q2 2024
Reduced 19.18%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
117,840
shares
|
$4.99 Million
0.2% of portfolio
|
Q2 2024
Added 6.7%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 05, 2024 Q2 2024 |
112,105
shares
|
$4.75 Million
2.82% of portfolio
|
Q2 2024
Added 7.93%
|
|
Level Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
111,828
shares
|
$4.73 Million
2.1% of portfolio
|
Q2 2024
Added 41.45%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
88,180
shares
|
$3.73 Million
0.28% of portfolio
|
Q2 2024
Added 25.99%
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
87,113
shares
|
$3.69 Million
1.2% of portfolio
|
Q2 2024
Added 12.49%
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
86,678
shares
|
$3.67 Million
1.47% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
84,709
shares
|
$3.59 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.52%
|