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