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 115 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
101,303
shares
|
$4.14 Million
1.63% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
100,001
shares
|
$4.09 Million
0.58% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
92,146
shares
|
$3.77 Million
0.29% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
82,232
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
81,817
shares
|
$3.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
76,294
shares
|
$3.12 Million
0.52% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
71,869
shares
|
$2.94 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
67,084
shares
|
$2.74 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
47,983
shares
|
$1.96 Million
0.96% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
47,905
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2024
Reduced 18.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
45,423
shares
|
$1.86 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
45,398
shares
|
$1.86 Million
1.14% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
44,554
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
38,178
shares
|
$1.56 Million
1.12% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
36,550
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
35,786
shares
|
$1.46 Million
0.68% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
34,153
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
34,081
shares
|
$1.39 Million
0.58% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
33,912
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
32,765
shares
|
$1.34 Million
0.17% of portfolio
|
Q4 2023
Reduced 48.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
32,167
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
32,053
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
31,599
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
30,192
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
30,192
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
New holding
|