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 | 3.9M | $162M | 4% | Mar 2026 |
|
| Beacon Pointe Advisors | 1.1M | $47M | 6458% | Dec 2025 |
|
| Planning Center | 1.1M | $44M | 4% | Mar 2026 |
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| Hill Investment Group Partners | 791k | $33M | -1% | Mar 2026 |
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| Pinney & Scofield | 565k | $24M | 9% | Mar 2026 |
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| Rather & Kittrell | 534k | $22M | 6% | Mar 2026 |
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| Leading Edge Financial Planning | 515k | $22M | 8% | Mar 2026 |
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| Geometric Wealth Advisors | 512k | $21M | -3% | Mar 2026 |
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| Fortitude Family Office | 504k | $21M | 18% | Mar 2026 |
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| Fundamentun | 466k | $19M | 5% | Mar 2026 |
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| Physician Wealth Solutions | 428k | $18M | 9% | Mar 2026 |
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| Scratch Capital | 349k | $15M | 10% | Mar 2026 |
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| Level Financial Advisors | 343k | $14M | 7% | Mar 2026 |
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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 |
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| Kfg Wealth Management | 255k | $11M | 10% | Mar 2026 |
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| Five Oceans Advisors | 254k | $11M | 0% | Mar 2026 |
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| Core Wealth Management | 254k | $11M | 5% | Mar 2026 |
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| Savant Capital Management | 240k | $10M | 0% | Mar 2026 |
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| Monograph Wealth Advisors | 233k | $9.7M | 4% | Mar 2026 |
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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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| Financial Plan | 193k | $8.1M | 32% | Mar 2026 |
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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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| Sterling Financial Planning | 171k | $7.1M | 10% | Mar 2026 |
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| Forum Financial Management | 163k | $6.8M | 0% | Mar 2026 |
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| Vestment Financial | 159k | $6.7M | 3% | Mar 2026 |
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| CPA Asset Management | 148k | $6.2M | -11% | Mar 2026 |
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| Krilogy Financial | 144k | $6.1M | 4% | Mar 2026 |
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| Envestnet Asset Management | 137k | $5.7M | -1% | Mar 2026 |
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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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| Goldman Sachs Group | 118k | $4.9M | 5% | Mar 2026 |
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| BCU Wealth Advisors | 116k | $4.8M | 3% | Mar 2026 |
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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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| McCartney Wealth Management | 100k | $4.2M | 100% | Mar 2026 |
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| Porter White Investment Advisors | 94k | $3.9M | 5% | Mar 2026 |
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| Grove Street Fiduciary | 93k | $3.9M | -2% | Mar 2026 |
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| Farther Finance Advisors | 86k | $3.6M | 35% | Mar 2026 |
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| Awm Capital | 84k | $3.5M | -1% | Mar 2026 |
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| Entrewealth | 81k | $3.4M | 8% | Mar 2026 |
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| Park Avenue Securities | 79k | $3.3M | -6% | Mar 2026 |
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| Altiora Financial Group | 79k | $3.3M | 0% | Mar 2026 |
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| Assetmark | 71k | $2.9M | -2% | Mar 2026 |
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| Balanced Rock Investment Advisors | 62k | $2.6M | 3% | Mar 2026 |
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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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| CFS Investment Advisory Services | 57k | $2.4M | 5% | Mar 2026 |
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| Amicus Financial Advisors | 56k | $2.3M | 16% | Mar 2026 |
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| MB Generational Wealth | 55k | $2.3M | 15% | Mar 2026 |
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| Onyx Financial Advisors | 54k | $2.3M | 27% | Mar 2026 |
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| Nwam | 53k | $2.2M | 5% | Mar 2026 |
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| Merit Financial Group | 49k | $2.0M | 100% | Mar 2026 |
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| Royal Bank of Canada | 48k | $2.0M | 92% | Mar 2026 |
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| Commonwealth Equity Services | 48k | $2.0M | 13% | Mar 2026 |
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| TCP Asset Management | 47k | $2.0M | 12% | Mar 2026 |
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| Burns Wealth Management | 46k | $1.9M | 2% | Mar 2026 |
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| Shearwater Capital | 43k | $1.8M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 40k | $1.7M | 1% | Mar 2026 |
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| SageView Advisory Group | 39k | $1.6M | 3% | Dec 2025 |
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| Equitable Holdings | 39k | $1.6M | -6% | Mar 2026 |
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| Creative Planning | 37k | $1.5M | 100% | Mar 2026 |
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| Centennial Bank | 33k | $1.4M | 33% | Mar 2026 |
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| Change Path | 33k | $1.4M | 5% | Mar 2026 |
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| Buckingham Strategic Partners | 33k | $1.4M | 228% | Mar 2026 |
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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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| 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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| Cambridge Investment Research Advisors | 28k | $1.1M | 8% | Mar 2026 |
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| Tortoise Investment Management | 27k | $1.1M | 0% | Mar 2026 |
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| Klingman & Associates | 27k | $1.1M | -9% | Dec 2025 |
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| LPL Financial | 27k | $1.1M | 11% | Mar 2026 |
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| Hanson McClain Advisors | 26k | $1.1M | 1% | Dec 2025 |
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| Plan Group Financial | 25k | $1.0M | -39% | Mar 2026 |
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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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| Greenspring Advisors | 17k | $686k | 3% | Mar 2026 |
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| Visionary Horizons | 16k | $670k | 12% | Mar 2026 |
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| Kane Co Wealth Management | 15k | $615k | 39% | Mar 2026 |
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| Curio Wealth | 15k | $611k | -2% | 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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| Citigroup | 13k | $550k | 100% | Mar 2026 |
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| Saxony Capital Management | 13k | $545k | -17% | Mar 2026 |
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| Modera Wealth Management | 13k | $535k | 0% | Mar 2026 |
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| Donalies Financial Planning | 13k | $526k | 100% | Mar 2026 |
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| Tru Independence Asset Management 2 | 12k | $508k | 0% | Mar 2026 |
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| Vestmark Advisory Solutions | 12k | $506k | 2% | Mar 2026 |
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| Aspire Private Capital | 12k | $482k | -12% | Mar 2026 |
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| Foundations Investment Advisors | 11k | $465k | -17% | Mar 2026 |
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| HFG Wealth Management | 11k | $448k | 1% | Mar 2026 |
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| Root Financial Partners | 11k | $447k | -9% | Mar 2026 |
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| Resources Investment Advisors | 11k | $444k | -2% | Mar 2026 |
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| Mercer Global Advisors | 10k | $433k | 100% | Mar 2026 |
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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 | $428k | 0% | Mar 2026 |
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| Advisor Group Holdings | 10k | $426k | 98% | Dec 2025 |
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| Strategic Investment Solutions | 10k | $416k | 5% | Mar 2026 |
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| Two West Capital Advisors | 9.9k | $418k | 70% | Mar 2026 |
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| Stewardship Advisors | 9.8k | $410k | 5% | Mar 2026 |
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| Clune & Associates | 9.2k | $386k | 100% | Mar 2026 |
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| Kestra Advisory Services | 9.1k | $379k | 9% | Mar 2026 |
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| Envestnet Portfolio Solutions | 9.0k | $373k | -1% | Mar 2026 |
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| SC&H Financial Advisors | 8.9k | $373k | 0% | Mar 2026 |
|
| Lynx Investment Advisory | 8.7k | $361k | 8% | Mar 2026 |
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| Vise Technologies | 8.6k | $358k | 0% | Mar 2026 |
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| Blossom Wealth Management | 8.4k | $350k | -3% | Mar 2026 |
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| Forteris Wealth Management | 8.0k | $332k | 14% | Mar 2026 |
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| Integrity Advisory Solutions | 7.9k | $329k | 100% | Mar 2026 |
|
| Meritas Wealth Management | 7.5k | $314k | 46% | Mar 2026 |
|
| Great Valley Advisor Group | 7.2k | $302k | -1% | Mar 2026 |
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| Savvy Advisors | 7.2k | $299k | 100% | Mar 2026 |
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| First Financial Group Corp | 7.1k | $298k | 0% | Mar 2026 |
|
| Legacy Capital Wealth Partners | 6.9k | $286k | -7% | Dec 2025 |
|
| Invst | 5.7k | $240k | 100% | Mar 2026 |
|
| 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 |
|
| SageOak Financial | 5.4k | $227k | 1% | Mar 2026 |
|
| Stifel Financial | 5.4k | $227k | 0% | Mar 2026 |
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| 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 |
|
| 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 | 1.4k | $58k | 100% | Mar 2026 |
|
| IFG Advisory | 1.4k | $57k | 100% | Mar 2026 |
|
| Morgan Stanley | 1.3k | $56k | 0% | Mar 2026 |
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| Washington Trust Advisors | 1.3k | $55k | 0% | Mar 2026 |
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| Tradewinds Capital Management | 1.3k | $54k | 0% | Mar 2026 |
|
| Goss Wealth Management | 1.1k | $46k | 15% | Mar 2026 |
|
| Crewe Advisors | 945.00 | $39k | 0% | Mar 2026 |
|
| Torren Management | 913.00 | $38k | 100% | Mar 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 |
|
| JFS Wealth Advisors | 78.00 | $3.3k | -98% | 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 |
| Axxcess Wealth Management | Dec 2025 | 33k | $1.4M |
| 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 |
| 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 |
| SpringVest Wealth Management | Dec 2025 | 5.3k | $219k |
| Jpmorgan Chase & Co | Sep 2025 | 5.0k | $210k |
| We Are One Seven | Sep 2025 | 4.8k | $202k |
| Bridge Generations Wealth Management | Dec 2025 | 3.4k | $143k |
| Concord Wealth Partners | Dec 2025 | 3.0k | $124k |