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 132 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 $593 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matson Money. Inc.
|
Jan 27, 2025 Q4 2024 |
3,515,199
shares
|
$145 Million
5.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,050,930
shares
|
$43.5 Million
13.39% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
797,983
shares
|
$33 Million
4.33% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
754,100
shares
|
$31.2 Million
5.34% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
451,112
shares
|
$18.7 Million
3.46% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
420,965
shares
|
$17.4 Million
7.92% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
379,623
shares
|
$15.7 Million
3.94% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
354,914
shares
|
$14.7 Million
7.2% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
351,400
shares
|
$14.5 Million
10.77% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
345,959
shares
|
$14.3 Million
4.6% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
334,056
shares
|
$13.8 Million
6.88% of portfolio
|
Q4 2024
Added 64.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
308,036
shares
|
$12.7 Million
0.8% of portfolio
|
Q4 2024
Added 44.7%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
283,103
shares
|
$11.7 Million
2.1% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
273,504
shares
|
$11.3 Million
5.41% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
261,158
shares
|
$10.8 Million
0.55% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
248,427
shares
|
$10.3 Million
2.53% of portfolio
|
Q4 2024
Added 34.26%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
222,066
shares
|
$9.19 Million
1.87% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
201,570
shares
|
$8.34 Million
3.19% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
178,118
shares
|
$7.37 Million
1.87% of portfolio
|
Q4 2024
Added 72.85%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
173,641
shares
|
$7.19 Million
1.46% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
163,027
shares
|
$6.75 Million
2.62% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
147,217
shares
|
$6.09 Million
7.28% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
146,255
shares
|
$6.05 Million
0.23% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
144,719
shares
|
$5.99 Million
4.84% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
122,827
shares
|
$5.08 Million
2.66% of portfolio
|
Q4 2024
Added 2.16%
|