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 145 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6,629
shares
|
$278,351
0.0% of portfolio
|
Q1 2025
Added 186.1%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
6,531
shares
|
$274,236
0.07% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$264,453
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
6,295
shares
|
$264,327
0.3% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$240,014
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,393
shares
|
$226,452
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
5,369
shares
|
$225,444
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
5,082
shares
|
$213,393
0.1% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,990
shares
|
$209,530
0.0% of portfolio
|
Q1 2025
Added 64.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,898
shares
|
$205,667
0.02% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,756
shares
|
$199,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,692
shares
|
$197,017
0.0% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,520
shares
|
$189,794
0.0% of portfolio
|
Q1 2025
Added 45.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,079
shares
|
$171,277
0.0% of portfolio
|
Q1 2025
Added 25393.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,901
shares
|
$163,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
3,609
shares
|
$151,541
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,103
shares
|
$130,294
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,877
shares
|
$120,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,601
shares
|
$109,215
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,500
shares
|
$104,975
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,453
shares
|
$103,001
0.01% of portfolio
|
Q1 2025
Added 153.15%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,953
shares
|
$82,006
0.06% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,397
shares
|
$58,660
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,190
shares
|
$49,968
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
945
shares
|
$39,680
0.01% of portfolio
|
Q1 2025
New holding
|