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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,684
shares
|
$695,555
0.14% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
15,742
shares
|
$656,283
0.0% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
15,236
shares
|
$635,188
0.33% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,022
shares
|
$626,267
0.0% of portfolio
|
Q1 2025
Reduced 70.4%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
13,936
shares
|
$580,991
0.29% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13,061
shares
|
$544,513
0.17% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
12,833
shares
|
$535,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,739
shares
|
$531,088
0.0% of portfolio
|
Q1 2025
Reduced 85.98%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
12,655
shares
|
$527,586
0.38% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
10,969
shares
|
$457,297
0.12% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
10,920
shares
|
$455,254
0.28% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
10,609
shares
|
$442,289
0.37% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
9,686
shares
|
$403,809
0.36% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,608
shares
|
$400,557
0.11% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,170
shares
|
$382,297
0.12% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,796
shares
|
$366,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,565
shares
|
$357,074
0.0% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
8,453
shares
|
$352,405
0.09% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,224
shares
|
$342,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
8,021
shares
|
$334,395
0.01% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
8,013
shares
|
$334,061
0.15% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
7,692
shares
|
$320,679
0.22% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
7,689
shares
|
$320,554
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
6,983
shares
|
$291,121
0.24% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
6,886
shares
|
$287,077
0.58% of portfolio
|
Q1 2025
Added 25.63%
|