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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
214,901
shares
|
$9.05 Million
1.92% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
194,181
shares
|
$8.18 Million
1.49% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
173,633
shares
|
$7.31 Million
0.17% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
152,228
shares
|
$6.41 Million
4.74% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
139,163
shares
|
$5.86 Million
1.92% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
137,367
shares
|
$5.79 Million
3.32% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
129,318
shares
|
$5.45 Million
0.23% of portfolio
|
Q3 2025
Added 23.8%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
128,623
shares
|
$5.42 Million
0.2% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
118,619
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
114,350
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
103,830
shares
|
$4.37 Million
1.77% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
97,885
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
94,988
shares
|
$4 Million
1.9% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
82,231
shares
|
$3.46 Million
0.64% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
77,838
shares
|
$3.28 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
77,224
shares
|
$3.25 Million
0.03% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
73,510
shares
|
$3.1 Million
1.33% of portfolio
|
Q3 2025
Added 53.11%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
73,036
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
72,744
shares
|
$3.06 Million
1.0% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
71,338
shares
|
$3 Million
1.55% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
66,242
shares
|
$2.79 Million
0.79% of portfolio
|
Q3 2025
Reduced 32.66%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
62,145
shares
|
$2.62 Million
1.86% of portfolio
|
Q3 2025
Added 49.27%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
58,444
shares
|
$2.46 Million
1.45% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
56,274
shares
|
$2.37 Million
1.74% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
49,472
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2025
Added 0.86%
|
|