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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
8,546
shares
|
$359,957
0.23% of portfolio
|
Q3 2025
Added 59.17%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,296
shares
|
$349,427
0.57% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,945
shares
|
$334,643
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
7,922
shares
|
$333,674
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
7,845
shares
|
$330,431
0.2% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
7,841
shares
|
$330,262
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
7,445
shares
|
$313,583
0.07% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
7,266
shares
|
$306,043
0.07% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
6,960
shares
|
$293,155
0.0% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$265,271
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
6,220
shares
|
$261,986
0.23% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
6,169
shares
|
$259,838
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,966
shares
|
$251,287
0.0% of portfolio
|
Q3 2025
Added 133.96%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
5,850
shares
|
$246,401
0.14% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$240,757
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,688
shares
|
$239,578
0.0% of portfolio
|
Q3 2025
Reduced 28.65%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
5,331
shares
|
$224,541
0.17% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
5,305
shares
|
$223,446
0.1% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,168
shares
|
$217,676
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,978
shares
|
$209,673
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,971
shares
|
$209,378
0.02% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,798
shares
|
$202,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
4,788
shares
|
$201,670
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,787
shares
|
$201,628
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,428
shares
|
$186,507
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|