Who owns DIMENSIONAL ETF TRUST INFLATION PROTE?
- Ticker: DFIP
- CUSIP Number: 25434v856
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust Inflation Prote with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 4.1M | $170M | 6% | Jun 2026 |
|
| Beacon Pointe Advisors | 1.1M | $47M | 0% | Mar 2026 |
|
| Planning Center | 1.1M | $45M | 3% | Jun 2026 |
|
| Hill Investment Group Partners | 791k | $33M | -1% | Mar 2026 |
|
| Pinney & Scofield | 565k | $24M | 9% | Mar 2026 |
|
| Rather & Kittrell | 534k | $22M | 6% | Mar 2026 |
|
| Leading Edge Financial Planning | 515k | $22M | 8% | Mar 2026 |
|
| Geometric Wealth Advisors | 512k | $21M | -3% | Mar 2026 |
|
| Fortitude Family Office | 504k | $21M | 18% | Mar 2026 |
|
| Fundamentun | 466k | $19M | 5% | Mar 2026 |
|
| Physician Wealth Solutions | 428k | $18M | 9% | Mar 2026 |
|
| Scratch Capital | 350k | $14M | 0% | Jun 2026 |
|
| Level Financial Advisors | 343k | $14M | 7% | Mar 2026 |
|
| Core Wealth Management | 315k | $13M | 24% | Jun 2026 |
|
| Yardley Wealth Management | 315k | $13M | 9% | Jun 2026 |
|
| Market Street Wealth Management Advisors | 305k | $13M | 1% | Mar 2026 |
|
| Kfg Wealth Management | 255k | $11M | 10% | Mar 2026 |
|
| Five Oceans Advisors | 254k | $11M | 0% | Mar 2026 |
|
| Savant Capital Management | 240k | $10M | 0% | Mar 2026 |
|
| New Dimensions Wealth Management | 235k | $9.8M | 4% | Mar 2026 |
|
| Monograph Wealth Advisors | 233k | $9.7M | 4% | Mar 2026 |
|
| Apella Capital | 233k | $9.6M | 2% | Jun 2026 |
|
| Financial Plan | 193k | $8.1M | 32% | Mar 2026 |
|
| Heirloom Wealth Management | 192k | $8.0M | -82% | Mar 2026 |
|
| Austin Wealth Management | 180k | $7.5M | -34% | Mar 2026 |
|
| Sterling Financial Planning | 171k | $7.1M | 10% | Mar 2026 |
|
| Vestment Financial | 159k | $6.6M | 1% | Jun 2026 |
|
| Forum Financial Management | 147k | $6.0M | -10% | Jun 2026 |
|
| Envestnet Asset Management | 137k | $5.7M | -1% | Mar 2026 |
|
| Henrickson Nauta Wealth Advisors | 125k | $5.2M | 14% | Jun 2026 |
|
| Foundry Financial | 120k | $5.0M | 100% | Mar 2026 |
|
| Goldman Sachs Group | 118k | $4.9M | 5% | Mar 2026 |
|
| BCU Wealth Advisors | 116k | $4.8M | 3% | Mar 2026 |
|
| Ares Financial Consulting | 108k | $4.5M | 4% | Jun 2026 |
|
| McCartney Wealth Management | 100k | $4.2M | 100% | Mar 2026 |
|
| Porter White Investment Advisors | 98k | $4.0M | 4% | Jun 2026 |
|
| Farther Finance Advisors | 96k | $4.0M | 13% | Jun 2026 |
|
| Grove Street Fiduciary | 93k | $3.9M | -2% | Mar 2026 |
|
| Larson Financial Group | 86k | $3.6M | -28% | Mar 2026 |
|
| Awm Capital | 84k | $3.5M | -1% | Mar 2026 |
|
| Entrewealth | 81k | $3.4M | 8% | Mar 2026 |
|
| Park Avenue Securities | 79k | $3.3M | -6% | Mar 2026 |
|
| Altiora Financial Group | 79k | $3.3M | 0% | Mar 2026 |
|
| Assetmark | 77k | $3.2M | 9% | Jun 2026 |
|
| Merit Financial Group | 63k | $2.6M | 30% | Jun 2026 |
|
| Balanced Rock Investment Advisors | 62k | $2.6M | 3% | Mar 2026 |
|
| City State Bank | 61k | $2.5M | 58% | Mar 2026 |
|
| CFS Investment Advisory Services | 58k | $2.4M | 2% | Jun 2026 |
|
| Amicus Financial Advisors | 56k | $2.3M | 16% | Mar 2026 |
|
| MB Generational Wealth | 55k | $2.3M | 15% | Mar 2026 |
|
| Onyx Financial Advisors | 54k | $2.2M | 0% | Jun 2026 |
|
| Nwam | 53k | $2.2M | 5% | Mar 2026 |
|
| Commonwealth Equity Services | 52k | $2.1M | 9% | Jun 2026 |
|
| Royal Bank of Canada | 48k | $2.0M | 100% | Mar 2026 |
|
| TCP Asset Management | 47k | $2.0M | 12% | Mar 2026 |
|
| Burns Wealth Management | 46k | $1.9M | 2% | Mar 2026 |
|
| Branch Banking & Trust Company | 42k | $1.7M | 5% | Jun 2026 |
|
| Shearwater Capital | 40k | $1.6M | -7% | Jun 2026 |
|
| Equitable Holdings | 39k | $1.6M | -6% | Mar 2026 |
|
| Creative Planning | 37k | $1.5M | 100% | Mar 2026 |
|
| Fmb Wealth Management | 36k | $1.5M | 13% | Jun 2026 |
|
| Centennial Bank | 33k | $1.4M | 33% | Mar 2026 |
|
| Change Path | 33k | $1.4M | 5% | Mar 2026 |
|
| Buckingham Strategic Partners | 33k | $1.4M | 228% | Mar 2026 |
|
| Vestia Personal Wealth Advisors | 32k | $1.3M | -4% | Mar 2026 |
|
| Samalin Investment Counsel | 31k | $1.3M | 3% | Jun 2026 |
|
| XY Planning Network | 30k | $1.3M | 23% | Mar 2026 |
|
| Krilogy Financial | 29k | $1.2M | -80% | Jun 2026 |
|
| Colony | 28k | $1.2M | -14% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 28k | $1.2M | 2% | Jun 2026 |
|
| Tortoise Investment Management | 27k | $1.1M | 0% | Mar 2026 |
|
| LPL Financial | 27k | $1.1M | 11% | Mar 2026 |
|
| Klingman & Associates | 27k | $1.1M | 0% | Jun 2026 |
|
| Hanson McClain Advisors | 26k | $1.1M | 0% | Mar 2026 |
|
| CPA Asset Management | 25k | $1.0M | -83% | Jun 2026 |
|
| Plan Group Financial | 25k | $1.0M | -39% | Mar 2026 |
|
| CWM | 24k | $997k | 35% | Mar 2026 |
|
| Kane Co Wealth Management | 22k | $923k | 52% | Jun 2026 |
|
| Foster Group | 18k | $747k | 0% | Jun 2026 |
|
| Coston, McIsaac & Partners | 17k | $691k | -4% | Mar 2026 |
|
| Northwest Wealth Management | 17k | $689k | -1% | Mar 2026 |
|
| Greenspring Advisors | 17k | $686k | 3% | Mar 2026 |
|
| Visionary Horizons | 16k | $672k | 2% | Jun 2026 |
|
| Curio Wealth | 15k | $611k | -2% | Mar 2026 |
|
| Essential Planning | 15k | $608k | 78% | Mar 2026 |
|
| Firethorn Wealth Partners | 14k | $578k | -2% | Mar 2026 |
|
| Citigroup | 13k | $550k | 100% | Mar 2026 |
|
| Saxony Capital Management | 13k | $545k | -17% | Mar 2026 |
|
| Lynx Investment Advisory | 13k | $538k | 51% | Jun 2026 |
|
| Clune & Associates | 13k | $538k | 41% | Jun 2026 |
|
| Modera Wealth Management | 13k | $535k | 0% | Mar 2026 |
|
| Donalies Financial Planning | 13k | $526k | 100% | Mar 2026 |
|
| Tru Independence Asset Management 2 | 12k | $508k | 0% | Mar 2026 |
|
| Vestmark Advisory Solutions | 12k | $506k | 2% | Mar 2026 |
|
| Aspire Private Capital | 12k | $482k | -12% | Mar 2026 |
|
| Foundations Investment Advisors | 11k | $465k | -17% | Mar 2026 |
|
| Kestra Advisory Services | 11k | $451k | 20% | Jun 2026 |
|
| HFG Wealth Management | 11k | $448k | 1% | Mar 2026 |
|
| Resources Investment Advisors | 11k | $444k | -2% | Mar 2026 |
|
| Glass Jacobson Investment Advisors | 11k | $431k | 2% | Jun 2026 |
|
| Mercer Global Advisors | 10k | $433k | 100% | Mar 2026 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10k | $433k | -2% | Mar 2026 |
|
| Note Advisors | 10k | $428k | 0% | Mar 2026 |
|
| Advisor Group Holdings | 10k | $416k | -3% | Mar 2026 |
|
| Two West Capital Advisors | 9.9k | $418k | 70% | Mar 2026 |
|
| Stewardship Advisors | 9.8k | $410k | 5% | Mar 2026 |
|
| Gts Securities | 9.5k | $396k | 100% | Mar 2026 |
|
| Strategic Investment Solutions | 9.0k | $373k | -9% | Jun 2026 |
|
| Jones Financial Companies, L.L | 9.0k | $374k | 64% | Mar 2026 |
|
| Envestnet Portfolio Solutions | 9.0k | $373k | -1% | Mar 2026 |
|
| SC&H Financial Advisors | 8.9k | $373k | 0% | Mar 2026 |
|
| Vise Technologies | 8.6k | $358k | 0% | Mar 2026 |
|
| Blossom Wealth Management | 8.2k | $339k | -2% | Jun 2026 |
|
| Forteris Wealth Management | 8.0k | $332k | 14% | Mar 2026 |
|
| Integrity Advisory Solutions | 7.9k | $329k | 100% | Mar 2026 |
|
| Meritas Wealth Management | 7.5k | $314k | 46% | Mar 2026 |
|
| Root Financial Partners | 7.4k | $305k | -31% | Jun 2026 |
|
| Great Valley Advisor Group | 7.2k | $302k | -1% | Mar 2026 |
|
| Savvy Advisors | 7.2k | $299k | 100% | Mar 2026 |
|
| First Financial Group Corp | 7.1k | $298k | 0% | Mar 2026 |
|
| Betterment | 6.3k | $262k | 13% | Mar 2026 |
|
| Raymond James Financial | 6.2k | $258k | 100% | Mar 2026 |
|
| Invst | 5.7k | $240k | 100% | Mar 2026 |
|
| Verisail Partners | 5.5k | $230k | 3% | Mar 2026 |
|
| SageOak Financial | 5.4k | $227k | 1% | Mar 2026 |
|
| Stifel Financial | 5.4k | $227k | 0% | Mar 2026 |
|
| HighTower Advisors | 4.9k | $206k | 100% | Mar 2026 |
|
| Berger Financial Group | 4.8k | $201k | 100% | Mar 2026 |
|
| UBS Group | 4.6k | $192k | 100% | Mar 2026 |
|
| Innovative Asset Advisors Group | 4.5k | $186k | 100% | Mar 2026 |
|
| Concord Wealth Partners | 4.4k | $180k | 100% | Jun 2026 |
|
| Ubs Global Asset Management Americas | 4.3k | $177k | 100% | Mar 2026 |
|
| Nemes Rush Group | 3.6k | $151k | 0% | Mar 2026 |
|
| Harbour Investments | 3.2k | $134k | 255% | Mar 2026 |
|
| Phillips Financial Management | 2.6k | $109k | 0% | Mar 2026 |
|
| Elevate Wealth Advisory | 2.4k | $100k | 0% | Mar 2026 |
|
| Geneos Wealth Management | 2.1k | $86k | 0% | Mar 2026 |
|
| Maseco | 1.9k | $78k | 0% | Mar 2026 |
|
| Lam Group | 1.5k | $63k | 8% | Jun 2026 |
|
| IFG Advisory | 1.4k | $57k | 100% | Mar 2026 |
|
| Morgan Stanley | 1.3k | $56k | 0% | Mar 2026 |
|
| Washington Trust Advisors | 1.3k | $55k | 2% | Jun 2026 |
|
| Goss Wealth Management | 1.1k | $46k | 15% | Mar 2026 |
|
| Crewe Advisors | 945.00 | $39k | 0% | Jun 2026 |
|
| Torren Management | 913.00 | $38k | 0% | Jun 2026 |
|
| Burk Holdings | 726.00 | $30k | 100% | Mar 2026 |
|
| IFP Advisors | 679.00 | $28k | 8% | Mar 2026 |
|
| Smartleaf Asset Management | 563.00 | $24k | 32% | Mar 2026 |
|
| Franklin Resources | 550.00 | $23k | 0% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 450.00 | $19k | 100% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 95k | $3.9M |
| Prevail Innovative Wealth Advisors | Dec 2025 | 34k | $1.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 30k | $1.3M |
| Jane Street | Dec 2025 | 21k | $883k |
| Applied Capital | Dec 2025 | 15k | $636k |
| Intl Fcstone | Dec 2025 | 11k | $436k |
| Hrt Financial | Dec 2025 | 7.7k | $321k |
| Miracle Mile Advisors | Dec 2025 | 7.5k | $313k |
| EP Wealth Advisors | Dec 2025 | 7.1k | $295k |
| Legacy Capital Wealth Partners | Dec 2025 | 6.9k | $286k |
| SpringVest Wealth Management | Dec 2025 | 5.3k | $219k |
| Bridge Generations Wealth Management | Dec 2025 | 3.4k | $143k |
| Tradewinds Capital Management | Mar 2026 | 1.3k | $54k |