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 147 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
143,012
shares
|
$5.96 Million
5.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
136,740
shares
|
$5.7 Million
2.11% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
129,881
shares
|
$5.41 Million
0.79% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
125,011
shares
|
$5.21 Million
1.98% of portfolio
|
Q1 2025
Added 29.51%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
123,462
shares
|
$5.15 Million
3.74% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
118,619
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
104,458
shares
|
$4.35 Million
0.28% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
100,791
shares
|
$4.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
94,239
shares
|
$3.93 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
85,798
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
83,097
shares
|
$3.46 Million
1.82% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
81,573
shares
|
$3.4 Million
0.73% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
77,540
shares
|
$3.23 Million
0.52% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
66,440
shares
|
$2.77 Million
0.12% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
64,038
shares
|
$2.67 Million
0.95% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
53,723
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
53,086
shares
|
$2.21 Million
2.05% of portfolio
|
Q1 2025
Added 236.61%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
52,480
shares
|
$2.19 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
48,857
shares
|
$2.04 Million
0.18% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
48,074
shares
|
$2 Million
1.56% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
46,780
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
45,172
shares
|
$1.88 Million
0.94% of portfolio
|
Q3 2024
Added 42.46%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
39,665
shares
|
$1.65 Million
0.15% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
39,498
shares
|
$1.65 Million
1.43% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
39,374
shares
|
$1.64 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.42%
|