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 134 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 $602 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
35,942
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
34,502
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
34,328
shares
|
$1.43 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
32,841
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
31,270
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
30,924
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
30,843
shares
|
$1.29 Million
0.3% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
30,665
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
28,895
shares
|
$1.21 Million
0.19% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
27,572
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
25,786
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
25,453
shares
|
$1.06 Million
0.85% of portfolio
|
Q4 2024
Added 42.33%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
24,379
shares
|
$1.02 Million
0.54% of portfolio
|
Q4 2024
Added 67.97%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
24,260
shares
|
$1.01 Million
0.55% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
22,856
shares
|
$954,466
0.44% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
22,408
shares
|
$935,758
0.02% of portfolio
|
Q4 2024
Reduced 34.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
21,920
shares
|
$915,379
0.01% of portfolio
|
Q4 2024
Reduced 30.63%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
19,873
shares
|
$829,896
0.39% of portfolio
|
Q4 2024
Reduced 58.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
19,766
shares
|
$825,428
0.02% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
18,643
shares
|
$778,531
0.08% of portfolio
|
Q4 2024
Added 379.25%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
18,584
shares
|
$776,067
0.16% of portfolio
|
Q4 2024
Reduced 32.58%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
18,094
shares
|
$755,605
0.03% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,674
shares
|
$738,066
0.02% of portfolio
|
Q4 2024
Added 40.13%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
17,602
shares
|
$735,059
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
16,847
shares
|
$703,530
0.06% of portfolio
|
Q4 2024
New holding
|