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
Hill Investment Group Partners 825k $34M 16% Dec 2023
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Heirloom Wealth Management 701k $29M 100% Dec 2023
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CPA Asset Management 415k $17M 1% Dec 2023
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Larson Financial Group 333k $14M -10% Dec 2023
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Strategic Investment Solutions 281k $12M 6473% Sep 2023
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Market Street Wealth Management Advisors 254k $11M 27% Dec 2023
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Leading Edge Financial Planning 248k $9.8M -8% Sep 2023
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Rather & Kittrell 214k $8.8M -54% Dec 2023
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Five Oceans Advisors 214k $8.8M 1% Dec 2023
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Austin Wealth Management 175k $7.1M 9% Dec 2023
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Core Wealth Management 165k $6.8M 1% Dec 2023
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Apella Capital 156k $6.4M 427% Dec 2023
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Root Financial Partners 145k $6.0M 42% Dec 2023
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Geometric Wealth Advisors 135k $5.6M 100% Dec 2023
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Sensible Financial Planning & Management 133k $5.5M 158% Dec 2023
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BetterWealth 125k $5.2M 1% Dec 2023
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Klingman & Associates 101k $4.2M -40% Dec 2023
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Forum Financial Management 99k $4.1M 24% Dec 2023
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IFP Advisors 97k $4.0M 65% Dec 2023
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Plan Group Financial 91k $3.8M -38% Dec 2023
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Wealth Enhancement Advisory Services 91k $3.7M 6% Dec 2023
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Flow Traders US 90k $3.7M 100% Dec 2023
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Physician Wealth Solutions 83k $3.4M 100% Dec 2023
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Jane Street 79k $3.3M 145% Dec 2023
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Sterling Financial Planning 79k $3.2M 45% Dec 2023
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Hemington Wealth Management 76k $3.1M 100% Dec 2023
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Annapolis Financial Services 68k $2.8M 8% Dec 2023
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Krilogy Financial 66k $2.7M 11% Dec 2023
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Willow Creek Wealth Management 64k $2.5M 80% Sep 2023
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Awm Capital 56k $2.3M 30% Dec 2023
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Saxony Capital Management 51k $2.1M 100% Dec 2023
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Commonwealth Equity Services 48k $2.0M 3% Dec 2023
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CFS Investment Advisory Services 45k $1.8M 3% Sep 2023
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Samalin Investment Counsel 45k $1.8M -18% Sep 2023
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Spinnaker Investment Group 44k $1.8M 39% Dec 2023
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SageView Advisory Group 34k $1.4M 1% Dec 2023
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PBMares Wealth Management 34k $1.4M -2% Dec 2023
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Level Financial Advisors 34k $1.4M 94% Dec 2023
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Midwest Heritage Bank 34k $1.4M -3% Dec 2023
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Northwest Wealth Management 34k $1.4M -7% Dec 2023
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Shearwater Capital 33k $1.4M 26% Dec 2023
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BCU Wealth Advisors 32k $1.3M 100% Dec 2023
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Henrickson Nauta Wealth Advisors 28k $1.1M 14% Dec 2023
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Total Wealth Planning 28k $1.1M -21% Dec 2023
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Firethorn Wealth Partners 27k $1.1M -18% Dec 2023
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Nwam 24k $995k 2% Dec 2023
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TCP Asset Management 21k $863k 4% Dec 2023
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Axxcess Wealth Management 17k $708k 100% Dec 2023
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Monograph Wealth Advisors 16k $665k 100% Dec 2023
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Applied Capital 15k $611k -5% Dec 2023
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Drive Wealth Management 14k $585k -20% Dec 2023
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LPL Financial 14k $549k -4% Sep 2023
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Burns Wealth Management 12k $486k 105% Sep 2023
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Lam Group 10k $418k 423% Dec 2023
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Glass Jacobson Investment Advisors 9.4k $389k 71% Dec 2023
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Bridge Advisory 9.2k $380k -73% Dec 2023
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SC&H Financial Advisors 8.8k $365k -49% Dec 2023
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Envestnet Asset Management 8.7k $346k 58% Sep 2023
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Visionary Horizons 8.0k $331k 100% Dec 2023
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Phillips Financial Management 6.7k $278k -14% Dec 2023
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We Are One Seven 6.6k $271k 0% Dec 2023
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Chico Wealth RIA 6.4k $263k 0% Dec 2023
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Pathstone Family Office 5.7k $227k 0% Sep 2023
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Global Trust Asset Management 5.6k $230k -39% Dec 2023
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Jpmorgan Chase & Co 5.5k $228k 323% Dec 2023
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Tortoise Investment Management 5.5k $228k -7% Dec 2023
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Meredith Wealth Planning 5.5k $227k 100% Dec 2023
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Rehmann Capital Advisory 5.4k $214k 0% Sep 2023
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Buckingham Strategic Partners 5.4k $221k -30% Dec 2023
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Mattern Wealth Management 5.1k $212k -38% Dec 2023
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Elevate Wealth Advisory 4.9k $203k 100% Dec 2023
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EP Wealth Advisors 4.9k $201k -6% Dec 2023
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Advisor Group Holdings 4.5k $185k -1% Dec 2023
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Royal Bank of Canada 3.3k $136k 13% Dec 2023
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Principal Securities 2.9k $120k 100% Dec 2023
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UBS Group 2.0k $83k 100% Dec 2023
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Aspire Private Capital 424.00 $18k 26% Dec 2023
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Orion Capital Management 307.00 $13k 0% Dec 2023
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AdvisorNet Financial 275.00 $11k -14% Dec 2023
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Qube Research & Technologies 245.00 $9.7k 0% Sep 2023
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Coppell Advisory Solutions 97.00 $4.0k 708% Dec 2023
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Harbour Investments 21.00 $866.999700 0% Dec 2023
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Financial Connections Group 10.00 $0 -100% Dec 2023
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Who sold out of Dimensional Etf Trust Inflation Prote?

Fund or Company Name Date Sold Shares Held Valued At
Alpha Financial Advisors Sep 2023 55k $2.2M
RFG Advisory Sep 2023 23k $921k
Citadel Advisors Sep 2023 21k $814k
Cardiff Park Advisors Sep 2023 8.9k $353k
Mendota Financial Group Sep 2023 2.4k $96k
Us Bancorp Sep 2023 1.2k $49k
Huntington National Bank Sep 2023 834.00 $33k
Bank of America Corporation Sep 2023 21.00 $834.999900