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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,286
shares
|
$180,526
0.01% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3,820
shares
|
$160,898
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,611
shares
|
$152,095
0.02% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
3,449
shares
|
$145,271
0.1% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,193
shares
|
$134,489
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,601
shares
|
$109,554
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,070
shares
|
$87,188
0.0% of portfolio
|
Q3 2025
Reduced 64.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,986
shares
|
$83,650
0.0% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
1,953
shares
|
$82,260
0.06% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,866
shares
|
$78,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,432
shares
|
$60,315
0.0% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,397
shares
|
$58,841
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,288
shares
|
$54,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,190
shares
|
$50,122
0.01% of portfolio
|
Q3 2025
Reduced 66.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
949
shares
|
$39,971
0.0% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
945
shares
|
$39,803
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
851
shares
|
$35,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
580
shares
|
$24,429
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
505
shares
|
$21,270
0.0% of portfolio
|
Q3 2025
Added 16733.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
493
shares
|
$20,765
0.0% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
428
shares
|
$18,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
364
shares
|
$15,331
0.01% of portfolio
|
Q3 2022
Reduced 5.21%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
255
shares
|
$10,740
0.0% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
197
shares
|
$8,297
0.0% of portfolio
|
Q3 2025
Added 103.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
163
shares
|
$6,865
0.0% of portfolio
|
Q3 2025
New holding
|
|