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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
891
shares
|
$37,413
0.01% of portfolio
|
Q1 2025
Added 59.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
851
shares
|
$35,733
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
813
shares
|
$34,137
0.01% of portfolio
|
Q1 2025
Reduced 75.11%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
580
shares
|
$24,354
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
547
shares
|
$22,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
493
shares
|
$20,701
0.0% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
428
shares
|
$17,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
364
shares
|
$15,284
0.01% of portfolio
|
Q3 2022
Reduced 5.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
349
shares
|
$14,654
0.0% of portfolio
|
Q1 2025
Added 1486.36%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
325
shares
|
$13,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
230
shares
|
$9,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
188
shares
|
$7,894
0.0% of portfolio
|
Q2 2024
Reduced 23.27%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
100
shares
|
$4,199
0.0% of portfolio
|
Q1 2025
Reduced 94.46%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
95
shares
|
$3,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
56
shares
|
$2,351
0.99% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21
shares
|
$881
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
18
shares
|
$755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
13
shares
|
$545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|