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 155 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
45,433
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
43,229
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
42,859
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
42,069
shares
|
$1.77 Million
1.05% of portfolio
|
Q4 2025
Added 3.93%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
41,729
shares
|
$1.76 Million
0.3% of portfolio
|
Q4 2025
Added 4.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
41,629
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
38,926
shares
|
$1.64 Million
0.73% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
37,684
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
35,724
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
32,701
shares
|
$1.38 Million
0.8% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
31,609
shares
|
$1.33 Million
0.7% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
30,317
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
30,174
shares
|
$1.27 Million
0.46% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
30,090
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
29,440
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
26,923
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25,869
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
25,279
shares
|
$1.06 Million
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,946
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 115.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,165
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
24,039
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
23,809
shares
|
$1 Million
0.4% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
23,534
shares
|
$991,252
0.06% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
22,389
shares
|
$943,024
0.12% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
19,533
shares
|
$822,729
0.14% of portfolio
|
Q3 2025
Added 14.96%
|
|