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 115 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $507 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
9,841
shares
|
$398,265
0.26% of portfolio
|
Q2 2024
Added 13.08%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
8,991
shares
|
$363,865
0.31% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,954
shares
|
$362,368
0.0% of portfolio
|
Q3 2024
Added 59.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,548
shares
|
$345,937
0.12% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
7,787
shares
|
$315,139
0.07% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
7,526
shares
|
$304,577
0.23% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
7,235
shares
|
$292,800
0.24% of portfolio
|
Q3 2024
Added 56.94%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,061
shares
|
$285,758
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
6,991
shares
|
$282,925
0.25% of portfolio
|
Q2 2024
Added 9.87%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
6,824
shares
|
$276,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$254,880
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
5,719
shares
|
$231,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$231,326
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,550
shares
|
$224,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
5,252
shares
|
$212,548
0.45% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,118
shares
|
$207,125
0.08% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,871
shares
|
$197,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,740
shares
|
$191,827
0.01% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$175,316
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,890
shares
|
$157,428
0.02% of portfolio
|
Q2 2024
Added 40.69%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,433
shares
|
$138,933
0.01% of portfolio
|
Q3 2024
Reduced 48.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,331
shares
|
$134,805
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,087
shares
|
$124,930
0.0% of portfolio
|
Q3 2024
Reduced 32.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,038
shares
|
$122,947
0.0% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
2,281
shares
|
$92,312
0.03% of portfolio
|
Q3 2024
Added 0.4%
|