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 | 3.5M | $148M | 70% | Sep 2024 |
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| Heirloom Wealth Management | 991k | $42M | 4% | Sep 2024 |
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| Hill Investment Group Partners | 811k | $33M | -1% | Jun 2024 |
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| Planning Center | 744k | $32M | 1% | Sep 2024 |
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| Geometric Wealth Advisors | 430k | $18M | 201% | Sep 2024 |
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| CPA Asset Management | 406k | $17M | 1% | Sep 2024 |
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| Physician Wealth Solutions | 353k | $15M | 144% | Sep 2024 |
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| Rather & Kittrell | 333k | $14M | 9% | Sep 2024 |
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| Larson Financial Group | 303k | $13M | -7% | Sep 2024 |
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| Market Street Wealth Management Advisors | 270k | $11M | 1% | Sep 2024 |
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| Leading Edge Financial Planning | 248k | $11M | 26% | Sep 2024 |
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| Yardley Wealth Management | 236k | $10M | 100% | Sep 2024 |
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| Fundamentun | 213k | $9.0M | 24% | Sep 2024 |
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| Austin Wealth Management | 210k | $8.9M | 5% | Sep 2024 |
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| Five Oceans Advisors | 203k | $8.6M | 0% | Sep 2024 |
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| Core Wealth Management | 186k | $7.6M | 0% | Sep 2024 |
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| BetterWealth | 156k | $6.6M | 7% | Sep 2024 |
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| Apella Capital | 133k | $5.7M | -1% | Sep 2024 |
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| Level Financial Advisors | 133k | $5.6M | 19% | Sep 2024 |
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| Sensible Financial Planning & Management | 132k | $5.6M | 5% | Sep 2024 |
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| Plan Group Financial | 120k | $5.1M | 7% | Sep 2024 |
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| IFP Advisors | 118k | $4.8M | 7% | Jun 2024 |
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| Tru Independence Asset Management 2 | 109k | $4.6M | 100% | Sep 2024 |
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| Kfg Wealth Management | 103k | $4.4M | 1408% | Sep 2024 |
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| Sterling Financial Planning | 101k | $4.3M | 17% | Sep 2024 |
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| Krilogy Financial | 92k | $3.9M | 4% | Sep 2024 |
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| Hemington Wealth Management | 87k | $3.6M | 12% | Jun 2024 |
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| Forum Financial Management | 82k | $3.5M | 0% | Sep 2024 |
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| Klingman & Associates | 82k | $3.5M | -2% | Sep 2024 |
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| Altiora Financial Group | 72k | $3.0M | -15% | Sep 2024 |
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| Monograph Wealth Advisors | 71k | $2.9M | 342% | Jun 2024 |
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| Saxony Capital Management | 67k | $2.8M | -1% | Sep 2024 |
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| Awm Capital | 65k | $2.7M | 4% | Jun 2024 |
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| Midwest Heritage Bank | 48k | $2.0M | 1% | Sep 2024 |
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| Root Financial Partners | 48k | $2.0M | -19% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 48k | $2.0M | -57% | Jun 2024 |
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| CFS Investment Advisory Services | 45k | $1.9M | 0% | Sep 2024 |
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| BCU Wealth Advisors | 45k | $1.9M | 11% | Sep 2024 |
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| Commonwealth Equity Services | 45k | $1.9M | 3% | Sep 2024 |
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| Goss Wealth Management | 39k | $1.6M | 4% | Jun 2024 |
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| Shearwater Capital | 38k | $1.6M | 5% | Sep 2024 |
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| SageView Advisory Group | 37k | $1.5M | 3% | Sep 2024 |
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| Buckingham Strategic Partners | 34k | $1.4M | 100% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 34k | $1.4M | 5% | Sep 2024 |
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| PBMares Wealth Management | 32k | $1.4M | -2% | Sep 2024 |
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| Nwam | 30k | $1.3M | 100% | Sep 2024 |
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| Hanson McClain Advisors | 28k | $1.2M | -9% | Sep 2024 |
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| Northwest Wealth Management | 28k | $1.2M | 0% | Sep 2024 |
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| TCP Asset Management | 27k | $1.1M | 13% | Sep 2024 |
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| Total Wealth Planning | 26k | $1.1M | -10% | Sep 2024 |
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| Equitable Holdings | 25k | $1.0M | 105% | Jun 2024 |
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| LPL Financial | 25k | $1.1M | 82% | Sep 2024 |
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| Burns Wealth Management | 22k | $925k | 2% | Sep 2024 |
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| Fmb Wealth Management | 21k | $870k | 3% | Sep 2024 |
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| Centennial Bank | 20k | $842k | 3% | Sep 2024 |
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| Foster Group | 18k | $765k | 0% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 18k | $756k | 10% | Sep 2024 |
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| Great Valley Advisor Group | 16k | $688k | 1% | Sep 2024 |
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| Spinnaker Investment Group | 16k | $672k | -74% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16k | $656k | 49% | Sep 2024 |
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| Envestnet Asset Management | 15k | $642k | 45% | Sep 2024 |
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| Firethorn Wealth Partners | 15k | $627k | 3% | Sep 2024 |
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| Applied Capital | 15k | $625k | 0% | Sep 2024 |
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| Onyx Financial Advisors | 15k | $614k | -1% | Sep 2024 |
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| Annapolis Financial Services | 13k | $552k | 16% | Sep 2024 |
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| Royal Bank of Canada | 13k | $553k | 19% | Sep 2024 |
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| Change Path | 13k | $533k | 100% | Sep 2024 |
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| Visionary Horizons | 12k | $498k | 3% | Sep 2024 |
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| Dynamic Advisors Solutions | 11k | $464k | 67% | Sep 2024 |
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| Drive Wealth Management | 10k | $442k | -2% | Sep 2024 |
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| Aspire Private Capital | 10k | $424k | 147% | Sep 2024 |
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| HFG Wealth Management | 9.8k | $402k | 0% | Sep 2024 |
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| Two West Capital Advisors | 9.0k | $380k | -15% | Sep 2024 |
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| Jane Street | 9.0k | $379k | 60% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 8.5k | $361k | -11% | Sep 2024 |
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| SC&H Financial Advisors | 7.8k | $329k | 1% | Sep 2024 |
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| Lynx Investment Advisory | 7.5k | $318k | 5% | Sep 2024 |
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| Lam Group | 7.2k | $306k | 57% | Sep 2024 |
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| Stewardship Advisors | 7.1k | $299k | 100% | Sep 2024 |
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| Chico Wealth RIA | 7.0k | $296k | 0% | Sep 2024 |
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| Rehmann Capital Advisory | 5.6k | $228k | 0% | Jun 2024 |
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| Blossom Wealth Management | 5.3k | $222k | 5% | Sep 2024 |
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| Global Trust Asset Management | 5.1k | $216k | -7% | Sep 2024 |
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| We Are One Seven | 4.7k | $200k | -7% | Sep 2024 |
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| EP Wealth Advisors | 4.3k | $183k | 1% | Sep 2024 |
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| Tortoise Investment Management | 3.9k | $165k | 0% | Sep 2024 |
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| Phillips Financial Management | 3.4k | $145k | -49% | Sep 2024 |
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| Jpmorgan Chase & Co | 3.3k | $141k | 5% | Sep 2024 |
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| Advisor Group Holdings | 3.1k | $131k | -10% | Sep 2024 |
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| Principal Securities | 3.0k | $128k | 0% | Sep 2024 |
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| Strategic Investment Solutions | 2.3k | $96k | 0% | Sep 2024 |
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| Elevate Wealth Advisory | 1.9k | $78k | 0% | Jun 2024 |
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| Citigroup | 1.4k | $59k | 100% | Sep 2024 |
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| Private Ocean | 851.00 | $35k | 0% | Jun 2024 |
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| CWM | 785.00 | $33k | 100% | Sep 2024 |
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| Coston, McIsaac & Partners | 555.00 | $23k | 1% | Sep 2024 |
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| Morgan Stanley | 491.00 | $20k | 100% | Jun 2024 |
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| Smartleaf Asset Management | 428.00 | $18k | 0% | Sep 2024 |
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| Wells Fargo & Company | 216.00 | $9.1k | 151% | Sep 2024 |
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| Qube Research & Technologies | 188.00 | $7.7k | -23% | Jun 2024 |
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| Coppell Advisory Solutions | 77.00 | $3.3k | 0% | Sep 2024 |
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| Harbour Investments | 21.00 | $887.999700 | 0% | Sep 2024 |
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Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 61k | $2.5M |
| Meredith Wealth Planning | Jun 2024 | 7.3k | $297k |
| Spire Wealth Management | Jun 2024 | 1.1k | $47k |