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 |
|---|---|---|---|---|---|
| Matson Money | 3.6M | $151M | 0% | Sep 2025 |
|
| Heirloom Wealth Management | 1.1M | $45M | 8% | Sep 2025 |
|
| Hemington Wealth Management | 913k | $39M | 19% | Sep 2025 |
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| Planning Center | 898k | $38M | 3% | Sep 2025 |
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| Hill Investment Group Partners | 800k | $34M | 0% | Sep 2025 |
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| Geometric Wealth Advisors | 521k | $22M | 4% | Sep 2025 |
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| Insight Wealth Strategies | 449k | $19M | 100% | Sep 2025 |
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| Rather & Kittrell | 444k | $19M | 6% | Sep 2025 |
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| Pinney & Scofield | 443k | $19M | 11% | Sep 2025 |
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| Leading Edge Financial Planning | 425k | $18M | 11% | Sep 2025 |
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| Fundamentun | 424k | $18M | 21% | Sep 2025 |
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| Physician Wealth Solutions | 371k | $16M | 6% | Sep 2025 |
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| CPA Asset Management | 359k | $15M | -17% | Sep 2025 |
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| Market Street Wealth Management Advisors | 299k | $13M | 3% | Sep 2025 |
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| Level Financial Advisors | 285k | $12M | 43% | Sep 2025 |
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| Fortitude Family Office | 285k | $12M | 17% | Sep 2025 |
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| Austin Wealth Management | 264k | $11M | 1% | Sep 2025 |
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| Five Oceans Advisors | 254k | $11M | 0% | Sep 2025 |
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| Scratch Capital | 252k | $11M | 7% | Sep 2025 |
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| Forum Financial Management | 240k | $10M | 189% | Sep 2025 |
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| Yardley Wealth Management | 239k | $10M | -5% | Sep 2025 |
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| Savant Capital Management | 237k | $10M | 3051% | Sep 2025 |
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| Core Wealth Management | 231k | $9.8M | 4% | Sep 2025 |
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| Monograph Wealth Advisors | 220k | $9.3M | 61% | Sep 2025 |
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| New Dimensions Wealth Management | 216k | $9.1M | 7% | Sep 2025 |
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| Kfg Wealth Management | 215k | $9.1M | 10% | Sep 2025 |
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| Sensible Financial Planning & Management | 194k | $8.2M | 14% | Sep 2025 |
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| Apella Capital | 174k | $7.4M | 4% | Sep 2025 |
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| David Wealth Management | 152k | $6.4M | 6% | Jun 2025 |
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| Sterling Financial Planning | 139k | $5.9M | 5% | Sep 2025 |
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| Vestment Financial | 137k | $5.8M | 5% | Sep 2025 |
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| Krilogy Financial | 129k | $5.4M | 24% | Sep 2025 |
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| Larson Financial Group | 129k | $5.4M | -30% | Sep 2025 |
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| Goldman Sachs Group | 119k | $5.0M | 0% | Sep 2025 |
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| Citadel Advisors | 114k | $4.8M | 100% | Sep 2025 |
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| BCU Wealth Advisors | 104k | $4.4M | 7% | Sep 2025 |
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| Envestnet Asset Management | 98k | $4.1M | 16% | Sep 2025 |
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| Colony | 96k | $3.9M | 100% | Sep 2025 |
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| Grove Street Fiduciary | 95k | $4.0M | 4% | Sep 2025 |
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| Altiora Financial Group | 82k | $3.5M | 0% | Sep 2025 |
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| Awm Capital | 78k | $3.3M | -1% | Sep 2025 |
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| Park Avenue Securities | 77k | $3.3M | 12% | Sep 2025 |
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| Porter White Investment Advisors | 74k | $3.1M | 53% | Sep 2025 |
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| Assetmark | 73k | $3.1M | -1% | Sep 2025 |
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| Henrickson Nauta Wealth Advisors | 73k | $3.1M | 14% | Sep 2025 |
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| Entrewealth | 71k | $3.0M | 16% | Sep 2025 |
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| Plan Group Financial | 66k | $2.8M | -33% | Sep 2025 |
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| Saxony Capital Management | 62k | $2.6M | 49% | Sep 2025 |
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| Binnacle Investments | 58k | $2.5M | 6% | Sep 2025 |
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| Balanced Rock Investment Advisors | 56k | $2.4M | 9% | Sep 2025 |
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| CFS Investment Advisory Services | 50k | $2.1M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 45k | $1.9M | -1% | Sep 2025 |
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| Nwam | 43k | $1.8M | 6% | Sep 2025 |
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| Burns Wealth Management | 43k | $1.8M | -2% | Sep 2025 |
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| Equitable Holdings | 42k | $1.8M | 21% | Sep 2025 |
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| Shearwater Capital | 41k | $1.7M | 2% | Sep 2025 |
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| TCP Asset Management | 40k | $1.7M | 7% | Sep 2025 |
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| Onyx Financial Advisors | 39k | $1.6M | 2% | Sep 2025 |
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| SageView Advisory Group | 38k | $1.6M | 0% | Sep 2025 |
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| Willow Creek Wealth Management | 36k | $1.5M | 1% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 33k | $1.4M | 5% | Sep 2025 |
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| Fmb Wealth Management | 32k | $1.3M | 8% | Sep 2025 |
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| Samalin Investment Counsel | 30k | $1.3M | 3% | Sep 2025 |
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| PBMares Wealth Management | 30k | $1.3M | -1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 30k | $1.3M | -1% | Sep 2025 |
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| Klingman & Associates | 29k | $1.2M | -7% | Sep 2025 |
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| Tortoise Investment Management | 27k | $1.1M | 0% | Sep 2025 |
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| Hanson McClain Advisors | 26k | $1.1M | -1% | Sep 2025 |
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| Royal Bank of Canada | 25k | $1.1M | -26% | Sep 2025 |
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| Buckingham Strategic Partners | 24k | $1.0M | -22% | Sep 2025 |
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| Change Path | 24k | $1.0M | 4% | Sep 2025 |
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| Centennial Bank | 24k | $1.0M | 7% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24k | $994k | 11% | Sep 2025 |
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| Total Wealth Planning | 22k | $946k | 4% | Sep 2025 |
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| Dynamic Advisors Solutions | 22k | $908k | 13% | Sep 2025 |
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| Northwest Wealth Management | 20k | $825k | 15% | Sep 2025 |
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| XY Planning Network | 19k | $812k | 0% | Sep 2025 |
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| Foster Group | 18k | $764k | 0% | Sep 2025 |
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| Beacon Pointe Advisors | 17k | $730k | 100% | Sep 2025 |
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| Curio Wealth | 17k | $725k | -2% | Sep 2025 |
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| LPL Financial | 17k | $723k | 10% | Sep 2025 |
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| Visionary Horizons | 15k | $643k | 4% | Sep 2025 |
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| Jane Street | 15k | $643k | -28% | Sep 2025 |
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| Applied Capital | 15k | $643k | 0% | Sep 2025 |
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| Root Financial Partners | 15k | $620k | 34% | Sep 2025 |
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| Firethorn Wealth Partners | 14k | $601k | 1% | Sep 2025 |
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| Tru Independence Asset Management 2 | 14k | $590k | -30% | Sep 2025 |
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| Modera Wealth Management | 13k | $542k | 0% | Sep 2025 |
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| Aspire Private Capital | 12k | $508k | 0% | Sep 2025 |
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| City State Bank | 12k | $513k | 94% | Sep 2025 |
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| Foundations Investment Advisors | 12k | $506k | 100% | Sep 2025 |
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| HFG Wealth Management | 11k | $450k | -2% | Sep 2025 |
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| Note Advisors | 10k | $435k | 1% | Sep 2025 |
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| Glass Jacobson Investment Advisors | 10k | $421k | 6% | Sep 2025 |
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| Vestmark Advisory Solutions | 9.6k | $405k | -52% | Sep 2025 |
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| Branch Banking & Trust Company | 9.4k | $396k | 34% | Sep 2025 |
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| Strategic Investment Solutions | 9.3k | $395k | 64% | Sep 2025 |
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| Envestnet Portfolio Solutions | 9.3k | $392k | -4% | Sep 2025 |
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| Farther Finance Advisors | 9.0k | $380k | 190% | Sep 2025 |
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| Stewardship Advisors | 9.0k | $380k | -6% | Sep 2025 |
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| MB Generational Wealth | 8.5k | $361k | 59% | Sep 2025 |
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| Blossom Wealth Management | 8.3k | $350k | 7% | Sep 2025 |
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| Sax Wealth Advisors | 8.2k | $348k | 0% | Sep 2025 |
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| Miracle Mile Advisors | 7.9k | $336k | 100% | Sep 2025 |
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| Great Valley Advisor Group | 7.9k | $335k | 0% | Sep 2025 |
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| Lynx Investment Advisory | 7.8k | $331k | 1% | Sep 2025 |
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| SC&H Financial Advisors | 7.8k | $331k | 1% | Sep 2025 |
|
| Legacy Capital Wealth Partners | 7.4k | $314k | 5% | Sep 2025 |
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| Coston, McIsaac & Partners | 7.3k | $306k | 16% | Sep 2025 |
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| First Financial Group Corp | 6.2k | $263k | 0% | Sep 2025 |
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| Copperleaf Capital | 6.2k | $261k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 6.0k | $252k | 134% | Sep 2025 |
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| Two West Capital Advisors | 5.9k | $248k | -10% | Sep 2025 |
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| Betterment | 5.7k | $240k | -29% | Sep 2025 |
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| SageOak Financial | 5.3k | $225k | -2% | Sep 2025 |
|
| Verisail Partners | 5.3k | $224k | 4% | Sep 2025 |
|
| Advisor Group Holdings | 5.2k | $218k | 3% | Sep 2025 |
|
| Jpmorgan Chase & Co | 5.0k | $210k | 0% | Sep 2025 |
|
| Berger Financial Group | 5.0k | $210k | 1% | Sep 2025 |
|
| Kestra Advisory Services | 4.8k | $203k | 100% | Sep 2025 |
|
| Meritas Wealth Management | 4.8k | $202k | 0% | Sep 2025 |
|
| We Are One Seven | 4.8k | $202k | 100% | Sep 2025 |
|
| EP Wealth Advisors | 4.4k | $185k | -6% | Jun 2025 |
|
| JFS Wealth Advisors | 4.3k | $181k | 10% | Sep 2025 |
|
| Cloud Capital Management | 3.8k | $161k | 100% | Sep 2025 |
|
| Nemes Rush Group | 3.6k | $153k | 10% | Sep 2025 |
|
| Bridge Generations Wealth Management | 3.4k | $146k | -4% | Sep 2025 |
|
| Principal Securities | 3.2k | $135k | 3% | Sep 2025 |
|
| Phillips Financial Management | 2.6k | $110k | 0% | Sep 2025 |
|
| Morgan Stanley | 2.4k | $102k | 100% | Jun 2025 |
|
| Geneos Wealth Management | 2.1k | $87k | -64% | Sep 2025 |
|
| Elevate Wealth Advisory | 2.0k | $83k | 0% | Sep 2025 |
|
| Maseco | 1.9k | $79k | 0% | Sep 2025 |
|
| Wells Fargo & Company | 1.4k | $61k | -12% | Sep 2025 |
|
| Washington Trust Advisors | 1.3k | $54k | 100% | Sep 2025 |
|
| Concord Wealth Partners | 1.2k | $50k | -67% | Sep 2025 |
|
| Goss Wealth Management | 949.00 | $40k | 6% | Sep 2025 |
|
| Crewe Advisors | 945.00 | $40k | 0% | Sep 2025 |
|
| IFP Advisors | 505.00 | $21k | 16733% | Sep 2025 |
|
| CWM | 493.00 | $21k | 0% | Sep 2025 |
|
| Smartleaf Asset Management | 428.00 | $18k | 0% | Sep 2025 |
|
| Orion Capital Management | 255.00 | $11k | 0% | Sep 2025 |
|
| AE Wealth Management | 197.00 | $8.3k | 103% | Sep 2025 |
|
| Qube Research & Technologies | 161.00 | $6.8k | -14% | Sep 2025 |
|
| Seneschal Advisors | 159.00 | $6.7k | 100% | Sep 2025 |
|
| Harbour Investments | 121.00 | $5.1k | 476% | Sep 2025 |
|
| Rockefeller Capital Management | 17.00 | $721.000600 | 100% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Burk Holdings | Jun 2025 | 16k | $653k |
| UBS Group | Jun 2025 | 14k | $584k |
| Drive Wealth Management | Jun 2025 | 6.4k | $266k |
| Global Trust Asset Management | Jun 2025 | 2.9k | $121k |