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 156 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $743 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matson Money. Inc.
|
Nov 03, 2025 Q3 2025 |
3,573,547
shares
|
$151 Million
5.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
1,065,660
shares
|
$44.9 Million
11.49% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
912,827
shares
|
$38.4 Million
5.01% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
898,342
shares
|
$37.8 Million
5.58% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
799,990
shares
|
$33.7 Million
4.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
521,234
shares
|
$22 Million
3.2% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
449,081
shares
|
$18.9 Million
2.41% of portfolio
|
Q3 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
444,410
shares
|
$18.7 Million
3.7% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
442,607
shares
|
$18.6 Million
11.61% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
424,590
shares
|
$17.9 Million
4.5% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
423,631
shares
|
$17.8 Million
0.81% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
370,885
shares
|
$15.6 Million
6.84% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
359,309
shares
|
$15.1 Million
5.85% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
298,455
shares
|
$12.6 Million
2.2% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
284,722
shares
|
$12 Million
3.68% of portfolio
|
Q3 2025
Added 42.66%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
284,571
shares
|
$12 Million
3.23% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
263,533
shares
|
$11.1 Million
1.76% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
254,317
shares
|
$10.7 Million
4.85% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
251,964
shares
|
$10.6 Million
7.02% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
240,233
shares
|
$10.1 Million
0.16% of portfolio
|
Q3 2025
Added 188.89%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
238,528
shares
|
$10 Million
6.16% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
237,074
shares
|
$9.99 Million
0.06% of portfolio
|
Q3 2025
Added 3051.32%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
231,096
shares
|
$9.73 Million
3.14% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
220,269
shares
|
$9.28 Million
0.99% of portfolio
|
Q3 2025
Added 61.46%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
215,480
shares
|
$9.08 Million
7.97% of portfolio
|
Q3 2025
Added 6.57%
|
|