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 | 3.7M | $155M | 5% | Dec 2025 |
|
| Beacon Pointe Advisors | 1.1M | $47M | 6458% | Dec 2025 |
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| Planning Center | 1.0M | $42M | 13% | Dec 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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| Fortitude Family Office | 504k | $21M | 18% | Mar 2026 |
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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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| Physician Wealth Solutions | 428k | $18M | 9% | Mar 2026 |
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| Level Financial Advisors | 343k | $14M | 7% | Mar 2026 |
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| Scratch Capital | 319k | $13M | 26% | Dec 2025 |
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| Market Street Wealth Management Advisors | 305k | $13M | 1% | Mar 2026 |
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| Yardley Wealth Management | 288k | $12M | 7% | Mar 2026 |
|
| Kfg Wealth Management | 255k | $11M | 10% | Mar 2026 |
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| Five Oceans Advisors | 254k | $11M | 0% | Mar 2026 |
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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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| Apella Capital | 227k | $9.6M | 21% | Mar 2026 |
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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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| Heirloom Wealth Management | 192k | $8.0M | -82% | Mar 2026 |
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| Austin Wealth Management | 180k | $7.5M | -34% | Mar 2026 |
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| CPA Asset Management | 166k | $6.9M | -54% | Dec 2025 |
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| Forum Financial Management | 163k | $6.8M | 0% | Mar 2026 |
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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 | 144k | $6.1M | 4% | Mar 2026 |
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| Envestnet Asset Management | 138k | $5.7M | 41% | Dec 2025 |
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| Foundry Financial | 120k | $5.0M | 100% | Mar 2026 |
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| Larson Financial Group | 119k | $5.0M | -7% | Dec 2025 |
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| BCU Wealth Advisors | 116k | $4.8M | 3% | Mar 2026 |
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| Goldman Sachs Group | 113k | $4.7M | -5% | Dec 2025 |
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| Henrickson Nauta Wealth Advisors | 110k | $4.6M | -40% | Mar 2026 |
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| Ares Financial Consulting | 105k | $4.4M | 100% | Mar 2026 |
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| Citadel Advisors | 95k | $3.9M | -17% | Dec 2025 |
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| Grove Street Fiduciary | 93k | $3.9M | -2% | Mar 2026 |
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| Porter White Investment Advisors | 89k | $3.7M | 22% | Dec 2025 |
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| Farther Finance Advisors | 86k | $3.6M | 35% | Mar 2026 |
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| Awm Capital | 85k | $3.5M | 9% | Dec 2025 |
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| Park Avenue Securities | 79k | $3.3M | -6% | Mar 2026 |
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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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| City State Bank | 61k | $2.5M | 58% | Mar 2026 |
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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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| Amicus Financial Advisors | 56k | $2.3M | 16% | Mar 2026 |
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| Onyx Financial Advisors | 54k | $2.3M | 27% | Mar 2026 |
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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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| Merit Financial Group | 49k | $2.0M | 100% | Mar 2026 |
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| MB Generational Wealth | 48k | $2.0M | 459% | Dec 2025 |
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| TCP Asset Management | 47k | $2.0M | 12% | Mar 2026 |
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| Burns Wealth Management | 45k | $1.9M | 4% | Dec 2025 |
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| Shearwater Capital | 43k | $1.8M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 42k | $1.8M | -7% | Dec 2025 |
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| Equitable Holdings | 41k | $1.7M | -2% | 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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| Prevail Innovative Wealth Advisors | 34k | $1.4M | 100% | 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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| Vestia Personal Wealth Advisors | 32k | $1.3M | -4% | Mar 2026 |
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| Change Path | 32k | $1.3M | 32% | Dec 2025 |
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| Fmb Wealth Management | 32k | $1.3M | 0% | Mar 2026 |
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| XY Planning Network | 30k | $1.3M | 23% | Mar 2026 |
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| Samalin Investment Counsel | 30k | $1.2M | -1% | Mar 2026 |
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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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| Centennial Bank | 25k | $1.0M | 6% | Dec 2025 |
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| Plan Group Financial | 25k | $1.0M | -39% | Mar 2026 |
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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 | $755k | 0% | Mar 2026 |
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| CWM | 18k | $738k | 3501% | Dec 2025 |
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| Coston, McIsaac & Partners | 17k | $691k | -4% | Mar 2026 |
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| Northwest Wealth Management | 17k | $689k | -1% | Mar 2026 |
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| Visionary Horizons | 16k | $670k | 12% | Mar 2026 |
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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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| Curio Wealth | 15k | $623k | -13% | Dec 2025 |
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| Kane Co Wealth Management | 15k | $615k | 39% | Mar 2026 |
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| Essential Planning | 15k | $608k | 78% | Mar 2026 |
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| Firethorn Wealth Partners | 14k | $578k | -2% | Mar 2026 |
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| Foundations Investment Advisors | 14k | $560k | 12% | Dec 2025 |
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| Modera Wealth Management | 13k | $533k | 0% | Dec 2025 |
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| Tru Independence Asset Management 2 | 12k | $508k | 0% | Mar 2026 |
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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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| Aspire Private Capital | 12k | $482k | -12% | Mar 2026 |
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| Resources Investment Advisors | 11k | $453k | 100% | Dec 2025 |
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| HFG Wealth Management | 11k | $448k | 1% | Mar 2026 |
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| Intl Fcstone | 11k | $436k | 100% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10k | $433k | -2% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 10k | $428k | 1% | Mar 2026 |
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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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| Buckingham Strategic Partners | 10k | $420k | -58% | Dec 2025 |
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| Stewardship Advisors | 9.8k | $410k | 5% | Mar 2026 |
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| Strategic Investment Solutions | 9.5k | $394k | 1% | Dec 2025 |
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| Clune & Associates | 9.2k | $386k | 100% | Mar 2026 |
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| Envestnet Portfolio Solutions | 9.0k | $375k | -3% | Dec 2025 |
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| SC&H Financial Advisors | 8.9k | $373k | 0% | Mar 2026 |
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| Blossom Wealth Management | 8.6k | $359k | 4% | Dec 2025 |
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| Vise Technologies | 8.6k | $358k | 0% | Mar 2026 |
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| Kestra Advisory Services | 8.3k | $345k | 73% | Dec 2025 |
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| Lynx Investment Advisory | 8.0k | $333k | 2% | Dec 2025 |
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| Forteris Wealth Management | 8.0k | $332k | 14% | Mar 2026 |
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| Hrt Financial | 7.7k | $321k | 100% | Dec 2025 |
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| Meritas Wealth Management | 7.5k | $314k | 46% | Mar 2026 |
|
| Great Valley Advisor Group | 7.3k | $303k | -8% | Dec 2025 |
|
| First Financial Group Corp | 7.1k | $298k | 0% | Mar 2026 |
|
| EP Wealth Advisors | 7.1k | $295k | 100% | Dec 2025 |
|
| Legacy Capital Wealth Partners | 6.9k | $286k | -7% | Dec 2025 |
|
| Two West Capital Advisors | 5.9k | $243k | 0% | Dec 2025 |
|
| Betterment | 5.6k | $232k | -2% | Dec 2025 |
|
| Verisail Partners | 5.5k | $230k | 3% | Mar 2026 |
|
| Jones Financial Companies, L.L | 5.5k | $228k | -8% | Dec 2025 |
|
| Stifel Financial | 5.4k | $226k | 100% | Dec 2025 |
|
| SageOak Financial | 5.4k | $223k | 1% | Dec 2025 |
|
| Nemes Rush Group | 3.6k | $151k | 0% | Mar 2026 |
|
| Bridge Generations Wealth Management | 3.4k | $143k | 0% | Dec 2025 |
|
| Concord Wealth Partners | 3.0k | $124k | 150% | Dec 2025 |
|
| Phillips Financial Management | 2.6k | $109k | 0% | Mar 2026 |
|
| Elevate Wealth Advisory | 2.4k | $100k | 23% | Dec 2025 |
|
| Geneos Wealth Management | 2.1k | $86k | 0% | Dec 2025 |
|
| Maseco | 1.9k | $78k | 0% | Mar 2026 |
|
| Lam Group | 1.4k | $58k | 100% | Mar 2026 |
|
| Washington Trust Advisors | 1.3k | $55k | 0% | Mar 2026 |
|
| Tradewinds Capital Management | 1.3k | $54k | 0% | Mar 2026 |
|
| Goss Wealth Management | 956.00 | $40k | 1% | Dec 2025 |
|
| Crewe Advisors | 945.00 | $39k | 0% | Dec 2025 |
|
| Harbour Investments | 902.00 | $38k | 645% | Dec 2025 |
|
| IFP Advisors | 679.00 | $28k | 8% | Mar 2026 |
|
| Franklin Resources | 550.00 | $23k | 100% | Dec 2025 |
|
| Smartleaf Asset Management | 428.00 | $18k | 0% | Dec 2025 |
|
| Orion Capital Management | 255.00 | $11k | 0% | Dec 2025 |
|
| AE Wealth Management | 198.00 | $8.2k | 1% | Dec 2025 |
|
| CoreCap Advisors | 182.00 | $7.6k | 100% | Mar 2026 |
|
| Qube Research & Technologies | 161.00 | $6.7k | 0% | Dec 2025 |
|
| Seneschal Advisors | 159.00 | $6.6k | 0% | Dec 2025 |
|
| 1620 Investment Advisors | 140.00 | $5.8k | 100% | Dec 2025 |
|
| JFS Wealth Advisors | 78.00 | $3.3k | -98% | Mar 2026 |
|
| Plante Moran Financial Advisors | 1.00 | $42.000000 | 100% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 30k | $1.3M |
| Pioneer Wealth Management Group | Dec 2025 | 25k | $1.1M |
| Total Wealth Planning | Sep 2025 | 22k | $946k |
| Applied Capital | Dec 2025 | 15k | $636k |
| Miracle Mile Advisors | Dec 2025 | 7.5k | $313k |
| SpringVest Wealth Management | Dec 2025 | 5.3k | $219k |
| 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 |
| Rockefeller Capital Management | Sep 2025 | 17.00 | $721.000600 |