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 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
39,773
shares
|
$1.68 Million
1.06% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
38,116
shares
|
$1.61 Million
0.76% of portfolio
|
Q2 2025
Added 49.09%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,743
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
37,197
shares
|
$1.57 Million
0.34% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
35,279
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
34,488
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
33,891
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 115.29%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
31,534
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
31,286
shares
|
$1.32 Million
0.9% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
31,111
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
30,290
shares
|
$1.28 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
30,059
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
29,250
shares
|
$1.23 Million
0.5% of portfolio
|
Q2 2025
Reduced 15.04%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
29,242
shares
|
$1.23 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
26,908
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2025
Added 28.82%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
26,199
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
23,043
shares
|
$971,032
0.03% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
22,269
shares
|
$938,415
0.39% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
21,509
shares
|
$906,389
0.12% of portfolio
|
Q2 2025
Reduced 27.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,008
shares
|
$885,277
0.0% of portfolio
|
Q2 2025
Added 138.84%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
20,023
shares
|
$843,769
0.65% of portfolio
|
Q2 2025
Reduced 49.31%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
19,798
shares
|
$834,287
0.01% of portfolio
|
Q2 2025
Added 146.83%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
19,416
shares
|
$818,190
0.28% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,951
shares
|
$798,595
0.03% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
18,094
shares
|
$762,481
0.03% of portfolio
|
Q2 2024
Reduced 0.2%
|