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 133 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $603 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
15,771
shares
|
$652,603
0.56% of portfolio
|
Q4 2024
Reduced 76.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
15,384
shares
|
$636,589
0.02% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
14,995
shares
|
$620,493
0.33% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,512
shares
|
$600,506
0.0% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,337
shares
|
$593,265
0.0% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
13,936
shares
|
$576,671
0.29% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13,061
shares
|
$540,464
0.17% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,833
shares
|
$531,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
12,655
shares
|
$523,663
0.38% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
10,690
shares
|
$442,352
0.11% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
10,675
shares
|
$441,731
0.26% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
10,619
shares
|
$439,414
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
9,944
shares
|
$411,482
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,850
shares
|
$407,593
0.12% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,225
shares
|
$381,730
0.1% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,170
shares
|
$379,454
0.12% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,873
shares
|
$367,164
0.09% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
7,790
shares
|
$322,350
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
7,575
shares
|
$313,453
0.21% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,142
shares
|
$295,535
0.0% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
6,983
shares
|
$288,956
0.24% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
6,445
shares
|
$266,694
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$260,611
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
5,890
shares
|
$243,728
0.01% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$236,528
0.0% of portfolio
|
Q3 2022
New holding
|