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 | 4.4M | $171M | 7% | Sep 2026 |
|
| Beacon Pointe Advisors | 1.2M | $49M | 4% | Jun 2026 |
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| Planning Center | 1.1M | $45M | 3% | Jun 2026 |
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| Hill Investment Group Partners | 770k | $32M | -3% | Jun 2026 |
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| Pinney & Scofield | 616k | $25M | 9% | Jun 2026 |
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| Fortitude Family Office | 595k | $23M | 9% | Sep 2026 |
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| Leading Edge Financial Planning | 589k | $23M | 1% | Sep 2026 |
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| Rather & Kittrell | 587k | $24M | 10% | Jun 2026 |
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| Geometric Wealth Advisors | 531k | $22M | 4% | Jun 2026 |
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| Fundamentun | 490k | $20M | 5% | Jun 2026 |
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| Physician Wealth Solutions | 465k | $18M | 0% | Sep 2026 |
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| Level Financial Advisors | 381k | $15M | 5% | Sep 2026 |
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| Scratch Capital | 350k | $14M | 0% | Jun 2026 |
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| Yardley Wealth Management | 345k | $14M | 9% | Sep 2026 |
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| Core Wealth Management | 324k | $13M | 3% | Sep 2026 |
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| Kfg Wealth Management | 287k | $11M | 8% | Sep 2026 |
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| Savant Capital Management | 264k | $11M | 10% | Jun 2026 |
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| New Dimensions Wealth Management | 257k | $11M | 9% | Jun 2026 |
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| Monograph Wealth Advisors | 237k | $9.8M | 2% | Jun 2026 |
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| Five Oceans Advisors | 235k | $9.2M | -7% | Sep 2026 |
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| Financial Plan | 231k | $9.5M | 20% | Jun 2026 |
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| Apella Capital | 217k | $8.5M | -7% | Sep 2026 |
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| Sterling Financial Planning | 198k | $7.7M | 10% | Sep 2026 |
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| Austin Wealth Management | 182k | $7.5M | 1% | Jun 2026 |
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| Envestnet Asset Management | 163k | $6.7M | 19% | Jun 2026 |
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| Vestment Financial | 157k | $6.1M | -1% | Sep 2026 |
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| Heirloom Wealth Management | 152k | $5.9M | -20% | Sep 2026 |
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| Goldman Sachs Group | 146k | $6.0M | 24% | Jun 2026 |
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| BCU Wealth Advisors | 139k | $5.4M | 9% | Sep 2026 |
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| Awm Capital | 132k | $5.1M | 35% | Sep 2026 |
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| Henrickson Nauta Wealth Advisors | 125k | $5.2M | 14% | Jun 2026 |
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| Farther Finance Advisors | 125k | $4.9M | 30% | Sep 2026 |
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| Porter White Investment Advisors | 125k | $4.9M | 28% | Sep 2026 |
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| Ares Financial Consulting | 120k | $4.7M | 11% | Sep 2026 |
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| McCartney Wealth Management | 106k | $4.4M | 6% | Jun 2026 |
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| Park Avenue Securities | 103k | $4.0M | 5% | Sep 2026 |
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| Market Street Wealth Management Advisors | 102k | $4.0M | -67% | Sep 2026 |
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| Sontag Advisory | 100k | $4.1M | 100% | Jun 2026 |
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| Entrewealth | 96k | $3.7M | 3% | Sep 2026 |
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| City State Bank | 96k | $3.7M | 23% | Sep 2026 |
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| Flow Traders US | 88k | $3.6M | 100% | Jun 2026 |
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| Forum Financial Management | 84k | $3.3M | -43% | Sep 2026 |
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| Altiora Financial Group | 79k | $3.3M | 1% | Jun 2026 |
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| Grove Street Fiduciary | 79k | $3.1M | -15% | Sep 2026 |
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| Assetmark | 78k | $3.0M | 1% | Sep 2026 |
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| Amicus Financial Advisors | 77k | $3.2M | 38% | Jun 2026 |
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| Brighton Jones | 74k | $3.1M | 100% | Jun 2026 |
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| TCP Asset Management | 72k | $2.8M | 31% | Sep 2026 |
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| Balanced Rock Investment Advisors | 69k | $2.8M | 12% | Jun 2026 |
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| MB Generational Wealth | 66k | $2.7M | 20% | Jun 2026 |
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| Indivisible Partners | 64k | $2.5M | 100% | Sep 2026 |
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| Merit Financial Group | 63k | $2.6M | 30% | Jun 2026 |
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| Saxony Capital Management | 59k | $2.3M | 47% | Sep 2026 |
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| CFS Investment Advisory Services | 58k | $2.3M | 0% | Sep 2026 |
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| Citadel Advisors | 57k | $2.3M | 100% | Jun 2026 |
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| Onyx Financial Advisors | 57k | $2.2M | 4% | Sep 2026 |
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| Nwam | 56k | $2.3M | 7% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 54k | $2.1M | 35% | Sep 2026 |
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| Change Path | 52k | $2.2M | 57% | Jun 2026 |
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| Commonwealth Equity Services | 52k | $2.1M | 9% | Jun 2026 |
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| Meritas Wealth Management | 51k | $2.0M | 173% | Sep 2026 |
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| LPL Financial | 48k | $2.0M | 78% | Jun 2026 |
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| XY Planning Network | 46k | $1.8M | 13% | Sep 2026 |
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| Willow Creek Wealth Management | 45k | $1.8M | -6% | Sep 2026 |
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| Branch Banking & Trust Company | 44k | $1.7M | 5% | Sep 2026 |
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| Equitable Holdings | 43k | $1.8M | 12% | Jun 2026 |
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| Shearwater Capital | 40k | $1.6M | 1% | Sep 2026 |
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| Buckingham Strategic Partners | 36k | $1.5M | 9% | Jun 2026 |
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| Fmb Wealth Management | 36k | $1.5M | 13% | Jun 2026 |
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| Larson Financial Group | 36k | $1.5M | -59% | Jun 2026 |
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| Creative Planning | 35k | $1.4M | -6% | Jun 2026 |
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| Samalin Investment Counsel | 34k | $1.3M | 12% | Sep 2026 |
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| Centennial Bank | 34k | $1.4M | 2% | Jun 2026 |
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| SageView Advisory Group | 34k | $1.4M | 100% | Jun 2026 |
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| Krilogy Financial | 33k | $1.3M | 13% | Sep 2026 |
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| Colony | 31k | $1.3M | 11% | Jun 2026 |
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| Tortoise Investment Management | 29k | $1.2M | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 28k | $1.2M | 2% | Jun 2026 |
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| Klingman & Associates | 27k | $1.1M | 0% | Jun 2026 |
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| Hanson McClain Advisors | 26k | $1.1M | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 24k | $929k | -4% | Sep 2026 |
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| AA Financial Advisors | 23k | $903k | 100% | Sep 2026 |
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| Kane Co Wealth Management | 22k | $923k | 52% | Jun 2026 |
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| Tower Research Capital | 21k | $884k | 100% | Jun 2026 |
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| Lynx Investment Advisory | 21k | $812k | 59% | Sep 2026 |
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| Essential Planning | 19k | $752k | 0% | Sep 2026 |
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| Coston, McIsaac & Partners | 19k | $784k | 15% | Jun 2026 |
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| Foster Group | 18k | $707k | 0% | Sep 2026 |
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| Visionary Horizons | 17k | $681k | 7% | Sep 2026 |
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| Royal Bank of Canada | 17k | $698k | -65% | Jun 2026 |
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| Aspire Private Capital | 17k | $691k | 45% | Jun 2026 |
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| Northwest Wealth Management | 16k | $631k | -1% | Sep 2026 |
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| Greenspring Advisors | 15k | $628k | -7% | Jun 2026 |
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| Curio Wealth | 14k | $594k | -2% | Jun 2026 |
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| Firethorn Wealth Partners | 14k | $536k | 0% | Sep 2026 |
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| Donalies Financial Planning | 13k | $519k | 1% | Sep 2026 |
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| Raymond James Financial | 13k | $537k | 111% | Jun 2026 |
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| Modera Wealth Management | 13k | $504k | -53% | Sep 2026 |
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| Vestmark Advisory Solutions | 12k | $500k | 0% | Jun 2026 |
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| Plan Group Financial | 12k | $472k | -42% | Sep 2026 |
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| Kestra Advisory Services | 11k | $451k | 20% | Jun 2026 |
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| Stewardship Advisors | 11k | $426k | 7% | Sep 2026 |
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| Foundations Investment Advisors | 11k | $450k | -2% | Jun 2026 |
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| Goss Wealth Management | 11k | $446k | 885% | Jun 2026 |
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| Mercer Global Advisors | 11k | $432k | 1% | Jun 2026 |
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| Note Advisors | 10k | $423k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 10k | $422k | 13% | Jun 2026 |
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| Invst | 10k | $415k | 75% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 10k | $389k | -5% | Sep 2026 |
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| Envestnet Portfolio Solutions | 9.9k | $408k | 11% | Jun 2026 |
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| Tru Independence Asset Management 2 | 9.9k | $408k | -19% | Jun 2026 |
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| Advisor Group Holdings | 9.5k | $392k | -5% | Jun 2026 |
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| Resources Investment Advisors | 9.3k | $382k | -13% | Jun 2026 |
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| SC&H Financial Advisors | 9.2k | $359k | 1% | Sep 2026 |
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| Strategic Investment Solutions | 9.0k | $373k | -9% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.0k | $352k | -6% | Sep 2026 |
|
| Forteris Wealth Management | 9.0k | $350k | 0% | Sep 2026 |
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| Two West Capital Advisors | 8.8k | $346k | 0% | Sep 2026 |
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| Clune & Associates | 8.4k | $330k | -35% | Sep 2026 |
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| Security National Bank Of So Dak | 8.3k | $342k | 100% | Jun 2026 |
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| Blossom Wealth Management | 8.2k | $339k | -2% | Jun 2026 |
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| Integrity Advisory Solutions | 7.9k | $308k | 0% | Sep 2026 |
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| Root Financial Partners | 7.6k | $298k | 3% | Sep 2026 |
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| Savvy Advisors | 7.5k | $309k | 4% | Jun 2026 |
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| Great Valley Advisor Group | 7.2k | $298k | 0% | Jun 2026 |
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| HFG Wealth Management | 7.0k | $291k | 0% | Sep 2026 |
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| Vise Technologies | 6.7k | $260k | 4% | Sep 2026 |
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| Magnus Financial Group | 6.6k | $259k | 100% | Sep 2026 |
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| UBS Group | 6.2k | $256k | 35% | Jun 2026 |
|
| Betterment | 6.2k | $255k | -2% | Jun 2026 |
|
| Security National Bank Of Sioux City Iowa | 5.4k | $224k | 100% | Jun 2026 |
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| Stifel Financial | 5.3k | $219k | -2% | Jun 2026 |
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| SageOak Financial | 5.2k | $203k | 1% | Sep 2026 |
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| HighTower Advisors | 4.9k | $203k | 0% | Jun 2026 |
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| Bridge Generations Wealth Management | 4.9k | $201k | 100% | Jun 2026 |
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| Concord Wealth Partners | 4.4k | $180k | 100% | Jun 2026 |
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| Elevate Wealth Advisory | 4.3k | $170k | 81% | Sep 2026 |
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| EP Wealth Advisors | 4.3k | $177k | 100% | Jun 2026 |
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| Ubs Global Asset Management Americas | 4.3k | $175k | 0% | Jun 2026 |
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| Innovative Asset Advisors Group | 4.0k | $165k | -10% | Jun 2026 |
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| Harbour Investments | 3.5k | $143k | 8% | Jun 2026 |
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| Nemes Rush Group | 3.2k | $134k | -10% | Jun 2026 |
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| Phillips Financial Management | 2.6k | $102k | 0% | Sep 2026 |
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| Cherry Tree Wealth Management | 2.6k | $101k | 100% | Sep 2026 |
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| Geneos Wealth Management | 2.1k | $85k | 0% | Jun 2026 |
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| Maseco | 1.9k | $73k | 0% | Sep 2026 |
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| Birch Financial Group | 1.7k | $65k | 100% | Sep 2026 |
|
| Lam Group | 1.5k | $59k | -1% | Sep 2026 |
|
| IFG Advisory | 1.4k | $57k | 2% | Jun 2026 |
|
| Washington Trust Advisors | 1.4k | $53k | 2% | Sep 2026 |
|
Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Foundry Financial | Jun 2026 | 139k | $5.7M |
| CPA Asset Management | Jun 2026 | 25k | $1.0M |
| Gts Securities | Mar 2026 | 9.5k | $396k |
| First Financial Group Corp | Jun 2026 | 5.8k | $240k |
| Berger Financial Group | Mar 2026 | 4.8k | $201k |