Who owns DIMENSIONAL ETF TRUST INFLATION PROTE?
- Ticker: DFIP
- CUSIP Number: 25434v856
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Analyze quarterly positions in Dimensional Etf Trust Inflation Prote with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Dimensional Etf Trust Inflation Prote stock
Who bought or sold DIMENSIONAL ETF TRUST INFLATION PROTE this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Heirloom Wealth Management | 845k | $35M | 20% | Mar 2024 |
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| Hill Investment Group Partners | 825k | $34M | 16% | Dec 2023 |
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| CPA Asset Management | 415k | $17M | 1% | Dec 2023 |
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| Larson Financial Group | 333k | $14M | -10% | Dec 2023 |
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| Rather & Kittrell | 267k | $11M | 25% | Mar 2024 |
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| Market Street Wealth Management Advisors | 256k | $11M | 1% | Mar 2024 |
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| Five Oceans Advisors | 215k | $8.9M | 1% | Mar 2024 |
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| Austin Wealth Management | 175k | $7.1M | 9% | Dec 2023 |
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| Core Wealth Management | 174k | $7.2M | 6% | Mar 2024 |
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| Apella Capital | 140k | $5.8M | -11% | Mar 2024 |
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| Geometric Wealth Advisors | 135k | $5.6M | 100% | Dec 2023 |
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| Sensible Financial Planning & Management | 133k | $5.5M | 158% | Dec 2023 |
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| BetterWealth | 130k | $5.4M | 4% | Mar 2024 |
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| Physician Wealth Solutions | 116k | $4.8M | 41% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 112k | $4.6M | 23% | Mar 2024 |
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| Plan Group Financial | 104k | $4.3M | 14% | Mar 2024 |
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| Klingman & Associates | 101k | $4.2M | -40% | Dec 2023 |
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| Forum Financial Management | 99k | $4.1M | 24% | Dec 2023 |
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| IFP Advisors | 97k | $4.0M | 65% | Dec 2023 |
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| Flow Traders US | 90k | $3.7M | 100% | Dec 2023 |
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| Fundamentun | 86k | $3.6M | 100% | Mar 2024 |
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| Altiora Financial Group | 85k | $3.5M | 100% | Mar 2024 |
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| Root Financial Partners | 83k | $3.4M | -42% | Mar 2024 |
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| Level Financial Advisors | 79k | $3.3M | 130% | Mar 2024 |
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| Jane Street | 79k | $3.3M | 145% | Dec 2023 |
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| Sterling Financial Planning | 79k | $3.2M | 45% | Dec 2023 |
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| Hemington Wealth Management | 76k | $3.1M | 100% | Dec 2023 |
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| Krilogy Financial | 70k | $2.9M | 6% | Mar 2024 |
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| Awm Capital | 63k | $2.6M | 12% | Mar 2024 |
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| Spinnaker Investment Group | 54k | $2.2M | 23% | Mar 2024 |
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| Saxony Capital Management | 51k | $2.1M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 48k | $2.0M | 3% | Dec 2023 |
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| Midwest Heritage Bank | 44k | $1.8M | 29% | Mar 2024 |
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| Shearwater Capital | 35k | $1.5M | 8% | Mar 2024 |
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| SageView Advisory Group | 34k | $1.4M | 1% | Dec 2023 |
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| PBMares Wealth Management | 34k | $1.4M | -2% | Dec 2023 |
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| Northwest Wealth Management | 34k | $1.4M | -7% | Dec 2023 |
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| BCU Wealth Advisors | 32k | $1.3M | 100% | Dec 2023 |
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| Henrickson Nauta Wealth Advisors | 31k | $1.3M | 13% | Mar 2024 |
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| Total Wealth Planning | 27k | $1.1M | -3% | Mar 2024 |
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| Nwam | 24k | $995k | 2% | Dec 2023 |
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| TCP Asset Management | 23k | $930k | 8% | Mar 2024 |
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| Foster Group | 18k | $748k | 100% | Mar 2024 |
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| Firethorn Wealth Partners | 18k | $742k | -33% | Mar 2024 |
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| Axxcess Wealth Management | 17k | $708k | 100% | Dec 2023 |
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| Monograph Wealth Advisors | 16k | $665k | 100% | Dec 2023 |
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| Applied Capital | 15k | $610k | 0% | Mar 2024 |
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| Drive Wealth Management | 12k | $491k | -16% | Mar 2024 |
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| Annapolis Financial Services | 12k | $473k | -83% | Mar 2024 |
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| Onyx Financial Advisors | 11k | $463k | 100% | Mar 2024 |
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| Lam Group | 10k | $418k | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 9.5k | $390k | 0% | Mar 2024 |
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| Visionary Horizons | 9.1k | $373k | 14% | Mar 2024 |
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| SC&H Financial Advisors | 8.8k | $365k | -49% | Dec 2023 |
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| Phillips Financial Management | 6.7k | $278k | 0% | Mar 2024 |
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| We Are One Seven | 6.6k | $271k | 0% | Dec 2023 |
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| Chico Wealth RIA | 6.4k | $263k | 0% | Mar 2024 |
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| Bridge Advisory | 6.2k | $257k | -32% | Mar 2024 |
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| Global Trust Asset Management | 5.6k | $230k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 5.5k | $228k | 323% | Dec 2023 |
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| Tortoise Investment Management | 5.5k | $228k | -7% | Dec 2023 |
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| Meredith Wealth Planning | 5.5k | $227k | 0% | Mar 2024 |
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| Kfg Wealth Management | 5.5k | $227k | 100% | Mar 2024 |
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| Buckingham Strategic Partners | 5.4k | $221k | -30% | Dec 2023 |
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| Mattern Wealth Management | 5.1k | $212k | -38% | Dec 2023 |
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| Elevate Wealth Advisory | 4.9k | $203k | 100% | Dec 2023 |
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| EP Wealth Advisors | 4.9k | $201k | -6% | Dec 2023 |
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| Advisor Group Holdings | 4.5k | $185k | -1% | Dec 2023 |
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| Royal Bank of Canada | 3.3k | $136k | 13% | Dec 2023 |
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| Principal Securities | 2.9k | $120k | 100% | Dec 2023 |
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| UBS Group | 2.0k | $83k | 100% | Dec 2023 |
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| Mather Group | 1.6k | $65k | 100% | Mar 2024 |
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| Spire Wealth Management | 1.6k | $64k | 100% | Mar 2024 |
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| Private Ocean | 851.00 | $35k | 100% | Mar 2024 |
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| Aspire Private Capital | 545.00 | $23k | 29% | Mar 2024 |
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| Orion Capital Management | 307.00 | $13k | 0% | Dec 2023 |
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| SJS Investment Consulting | 167.00 | $6.9k | 100% | Mar 2024 |
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| Coppell Advisory Solutions | 97.00 | $4.0k | 708% | Dec 2023 |
|
| Harbour Investments | 21.00 | $866.999700 | 0% | Dec 2023 |
|
| Financial Connections Group | 10.00 | $0 | -100% | Dec 2023 |
|
Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Alpha Financial Advisors | Sep 2023 | 55k | $2.2M |
| Citadel Advisors | Sep 2023 | 21k | $814k |
| Cardiff Park Advisors | Sep 2023 | 8.9k | $353k |
| Us Bancorp | Sep 2023 | 1.2k | $49k |
| Huntington National Bank | Sep 2023 | 834.00 | $33k |
| AdvisorNet Financial | Dec 2023 | 275.00 | $11k |
| Bank of America Corporation | Sep 2023 | 21.00 | $834.999900 |