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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
19,416
shares
|
$817,801
0.28% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
18,094
shares
|
$762,119
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,289
shares
|
$728,212
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
17,177
shares
|
$723,495
0.3% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
17,130
shares
|
$721,515
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
15,236
shares
|
$641,740
0.36% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,227
shares
|
$641,361
0.0% of portfolio
|
Q3 2025
Reduced 27.52%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
15,219
shares
|
$641,024
0.28% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
14,683
shares
|
$618,447
0.04% of portfolio
|
Q3 2025
Added 33.62%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
14,144
shares
|
$595,745
0.25% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
13,975
shares
|
$588,627
0.44% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13,061
shares
|
$550,129
0.17% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
12,833
shares
|
$540,525
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
12,383
shares
|
$521,571
0.12% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
12,150
shares
|
$511,757
0.15% of portfolio
|
Q3 2025
Added 94.4%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,980
shares
|
$504,597
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
10,653
shares
|
$448,704
0.24% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
10,305
shares
|
$434,046
0.26% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
9,972
shares
|
$420,020
0.15% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
9,587
shares
|
$403,804
0.01% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,366
shares
|
$394,495
0.0% of portfolio
|
Q3 2025
Added 33.97%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
9,338
shares
|
$393,316
0.1% of portfolio
|
Q3 2025
Added 63.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,278
shares
|
$390,789
0.0% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,004
shares
|
$379,248
0.01% of portfolio
|
Q3 2025
Added 189.8%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,990
shares
|
$378,658
0.1% of portfolio
|
Q3 2025
Reduced 6.43%
|
|