Who owns DIMENSIONAL ETF TRUST INFLATION PROTE?

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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 3.7M $155M 5% Dec 2025
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Beacon Pointe Advisors 1.1M $47M 6458% Dec 2025
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Heirloom Wealth Management 1.1M $46M 3% Dec 2025
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Planning Center 1.0M $42M 13% Dec 2025
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Hemington Wealth Management 913k $39M 19% Sep 2025
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Hill Investment Group Partners 803k $33M 0% Dec 2025
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Geometric Wealth Advisors 526k $22M 1% Dec 2025
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Pinney & Scofield 520k $22M 18% Dec 2025
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Rather & Kittrell 506k $21M 14% Dec 2025
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Leading Edge Financial Planning 476k $20M 12% Dec 2025
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Fundamentun 446k $19M 5% Dec 2025
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Fortitude Family Office 429k $18M 51% Dec 2025
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Physician Wealth Solutions 393k $16M 6% Dec 2025
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Level Financial Advisors 320k $13M 12% Dec 2025
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Scratch Capital 319k $13M 26% Dec 2025
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Market Street Wealth Management Advisors 301k $13M 1% Dec 2025
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Austin Wealth Management 273k $11M 3% Dec 2025
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Yardley Wealth Management 270k $11M 13% Dec 2025
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Five Oceans Advisors 254k $11M 0% Dec 2025
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Savant Capital Management 241k $10M 100% Dec 2025
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Core Wealth Management 241k $10M 4% Dec 2025
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Kfg Wealth Management 232k $9.6M 8% Dec 2025
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New Dimensions Wealth Management 227k $9.4M 5% Dec 2025
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Monograph Wealth Advisors 224k $9.3M 2% Dec 2025
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Sensible Financial Planning & Management 194k $8.2M 14% Sep 2025
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Apella Capital 189k $7.8M 9% Dec 2025
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Henrickson Nauta Wealth Advisors 184k $7.7M 153% Dec 2025
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CPA Asset Management 166k $6.9M -54% Dec 2025
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Forum Financial Management 164k $6.8M -32% Dec 2025
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Sterling Financial Planning 155k $6.4M 11% Dec 2025
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Vestment Financial 154k $6.4M 12% Dec 2025
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Financial Plan 147k $6.1M 100% Dec 2025
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Krilogy Financial 138k $5.8M 7% Dec 2025
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Envestnet Asset Management 138k $5.7M 41% Dec 2025
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Larson Financial Group 119k $5.0M -7% Dec 2025
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Citadel Advisors 114k $4.8M 100% Sep 2025
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BCU Wealth Advisors 113k $4.7M 9% Dec 2025
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Goldman Sachs Group 113k $4.7M -5% Dec 2025
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Grove Street Fiduciary 95k $3.9M 0% Dec 2025
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Porter White Investment Advisors 89k $3.7M 22% Dec 2025
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Awm Capital 85k $3.5M 9% Dec 2025
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Park Avenue Securities 84k $3.5M 8% Dec 2025
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Altiora Financial Group 79k $3.3M -4% Dec 2025
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Entrewealth 75k $3.1M 5% Dec 2025
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Assetmark 72k $3.0M -1% Dec 2025
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Farther Finance Advisors 63k $2.6M 601% Dec 2025
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Yeomans Consulting Group 60k $2.5M 100% Dec 2025
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Balanced Rock Investment Advisors 60k $2.5M 6% Dec 2025
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Binnacle Investments 58k $2.5M 6% Sep 2025
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CFS Investment Advisory Services 54k $2.2M 9% Dec 2025
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Nwam 50k $2.1M 16% Dec 2025
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Amicus Financial Advisors 48k $2.0M 100% Dec 2025
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MB Generational Wealth 48k $2.0M 459% Dec 2025
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Burns Wealth Management 45k $1.9M 4% Dec 2025
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Onyx Financial Advisors 43k $1.8M 9% Dec 2025
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Commonwealth Equity Services 42k $1.8M -7% Dec 2025
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Shearwater Capital 42k $1.7M 4% Dec 2025
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TCP Asset Management 42k $1.7M 4% Dec 2025
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Equitable Holdings 41k $1.7M -2% Dec 2025
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Plan Group Financial 40k $1.7M -39% Dec 2025
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Branch Banking & Trust Company 40k $1.7M 326% Dec 2025
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SageView Advisory Group 39k $1.6M 3% Dec 2025
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City State Bank 38k $1.6M 216% Dec 2025
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Willow Creek Wealth Management 36k $1.5M 1% Sep 2025
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Prevail Innovative Wealth Advisors 34k $1.4M 100% Dec 2025
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Vestia Personal Wealth Advisors 33k $1.4M 2% Dec 2025
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Axxcess Wealth Management 33k $1.4M 100% Dec 2025
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Colony 33k $1.4M -66% Dec 2025
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Change Path 32k $1.3M 32% Dec 2025
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Fmb Wealth Management 32k $1.3M 0% Dec 2025
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Wealth Enhancement Advisory Services 30k $1.3M 2% Dec 2025
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PBMares Wealth Management 30k $1.3M -1% Sep 2025
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Samalin Investment Counsel 30k $1.2M -1% Dec 2025
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Tortoise Investment Management 27k $1.1M 0% Dec 2025
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Klingman & Associates 27k $1.1M -9% Dec 2025
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Hanson McClain Advisors 26k $1.1M 1% Dec 2025
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Cambridge Investment Research Advisors 25k $1.1M 100% Dec 2025
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Pioneer Wealth Management Group 25k $1.1M 100% Dec 2025
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Centennial Bank 25k $1.0M 6% Dec 2025
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Royal Bank of Canada 25k $1.1M -26% Sep 2025
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XY Planning Network 25k $1.0M 26% Dec 2025
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LPL Financial 24k $1.0M 41% Dec 2025
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Jane Street 21k $883k 40% Dec 2025
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Foster Group 18k $752k 0% Dec 2025
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CWM 18k $738k 3501% Dec 2025
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Coston, McIsaac & Partners 17k $702k 137% Dec 2025
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Northwest Wealth Management 17k $691k -15% Dec 2025
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Greenspring Advisors 16k $666k 100% Dec 2025
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Saxony Capital Management 16k $658k -75% Dec 2025
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Applied Capital 15k $636k 1% Dec 2025
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Curio Wealth 15k $623k -13% Dec 2025
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Visionary Horizons 14k $596k -6% Dec 2025
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Firethorn Wealth Partners 14k $588k -1% Dec 2025
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Foundations Investment Advisors 14k $560k 12% Dec 2025
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Aspire Private Capital 13k $544k 8% Dec 2025
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Modera Wealth Management 13k $533k 0% Dec 2025
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Tru Independence Asset Management 2 12k $506k -13% Dec 2025
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Vestmark Advisory Solutions 12k $492k 23% Dec 2025
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Root Financial Partners 12k $489k -20% Dec 2025
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Resources Investment Advisors 11k $453k 100% Dec 2025
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HFG Wealth Management 11k $442k 0% Dec 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11k $442k -55% Dec 2025
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Kane Co Wealth Management 11k $440k 100% Dec 2025
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Intl Fcstone 11k $436k 100% Dec 2025
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Note Advisors 10k $427k -1% Dec 2025
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Advisor Group Holdings 10k $426k 98% Dec 2025
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Glass Jacobson Investment Advisors 10k $424k 2% Dec 2025
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Buckingham Strategic Partners 10k $420k -58% Dec 2025
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Strategic Investment Solutions 9.5k $394k 1% Dec 2025
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Stewardship Advisors 9.4k $389k 4% Dec 2025
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Envestnet Portfolio Solutions 9.0k $375k -3% Dec 2025
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SC&H Financial Advisors 8.9k $371k 14% Dec 2025
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Blossom Wealth Management 8.6k $359k 4% Dec 2025
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Vise Technologies 8.6k $358k 100% Dec 2025
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Kestra Advisory Services 8.3k $345k 73% Dec 2025
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Essential Planning 8.2k $341k 100% Dec 2025
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Lynx Investment Advisory 8.0k $333k 2% Dec 2025
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Hrt Financial 7.7k $321k 100% Dec 2025
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Miracle Mile Advisors 7.5k $313k -5% Dec 2025
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Great Valley Advisor Group 7.3k $303k -8% Dec 2025
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First Financial Group Corp 7.1k $297k 15% Dec 2025
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EP Wealth Advisors 7.1k $295k 60% Dec 2025
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Forteris Wealth Management 7.0k $289k 100% Dec 2025
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Legacy Capital Wealth Partners 6.9k $286k -7% Dec 2025
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Copperleaf Capital 6.2k $261k 100% Sep 2025
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Two West Capital Advisors 5.9k $243k 0% Dec 2025
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Betterment 5.6k $232k -2% Dec 2025
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Jones Financial Companies, L.L 5.5k $228k -8% Dec 2025
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Stifel Financial 5.4k $226k 100% Dec 2025
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SageOak Financial 5.4k $223k 1% Dec 2025
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Verisail Partners 5.3k $221k 0% Dec 2025
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SpringVest Wealth Management 5.3k $219k 100% Dec 2025
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Meritas Wealth Management 5.2k $214k 8% Dec 2025
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Jpmorgan Chase & Co 5.0k $210k 100% Sep 2025
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JFS Wealth Advisors 4.3k $178k 0% Dec 2025
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Nemes Rush Group 3.6k $150k 0% Dec 2025
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Bridge Generations Wealth Management 3.4k $143k 0% Dec 2025
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Concord Wealth Partners 3.0k $124k 150% Dec 2025
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Phillips Financial Management 2.6k $108k 0% Dec 2025
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Elevate Wealth Advisory 2.4k $100k 23% Dec 2025
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Geneos Wealth Management 2.1k $86k 0% Dec 2025
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Maseco 1.9k $78k 0% Dec 2025
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Washington Trust Advisors 1.3k $54k 1% Dec 2025
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Tradewinds Capital Management 1.3k $54k 100% Dec 2025
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Goss Wealth Management 956.00 $40k 1% Dec 2025
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Crewe Advisors 945.00 $39k 0% Dec 2025
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Harbour Investments 902.00 $38k 645% Dec 2025
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IFP Advisors 626.00 $26k 24% Dec 2025
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Franklin Resources 550.00 $23k 100% Dec 2025
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Smartleaf Asset Management 428.00 $18k 0% Dec 2025
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Who sold out of Dimensional Etf Trust Inflation Prote?

Fund or Company Name Date Sold Shares Held Valued At
Insight Wealth Strategies Sep 2025 449k $19M
Total Wealth Planning Sep 2025 22k $946k
Dynamic Advisors Solutions Sep 2025 22k $908k
Sax Wealth Advisors Sep 2025 8.2k $348k
Berger Financial Group Sep 2025 5.0k $210k
We Are One Seven Sep 2025 4.8k $202k
Cloud Capital Management Sep 2025 3.8k $161k
Principal Securities Sep 2025 3.2k $135k
Wells Fargo & Company Sep 2025 1.4k $61k