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 |
|---|---|---|---|---|---|
| Heirloom Wealth Management | 845k | $35M | 20% | Mar 2024 |
|
| Hill Investment Group Partners | 825k | $34M | 16% | Dec 2023 |
|
| CPA Asset Management | 397k | $16M | -4% | Mar 2024 |
|
| Larson Financial Group | 357k | $15M | 7% | Mar 2024 |
|
| Rather & Kittrell | 267k | $11M | 25% | Mar 2024 |
|
| Market Street Wealth Management Advisors | 256k | $11M | 1% | Mar 2024 |
|
| Five Oceans Advisors | 215k | $8.9M | 1% | Mar 2024 |
|
| Leading Edge Financial Planning | 187k | $7.7M | -25% | Mar 2024 |
|
| Austin Wealth Management | 175k | $7.1M | 9% | Dec 2023 |
|
| Core Wealth Management | 174k | $7.2M | 6% | Mar 2024 |
|
| Sensible Financial Planning & Management | 156k | $6.4M | 17% | Mar 2024 |
|
| Geometric Wealth Advisors | 143k | $5.9M | 6% | Mar 2024 |
|
| Apella Capital | 140k | $5.8M | -11% | Mar 2024 |
|
| BetterWealth | 130k | $5.4M | 4% | Mar 2024 |
|
| Physician Wealth Solutions | 116k | $4.8M | 41% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 112k | $4.6M | 23% | Mar 2024 |
|
| Plan Group Financial | 104k | $4.3M | 14% | Mar 2024 |
|
| IFP Advisors | 97k | $4.0M | 65% | Dec 2023 |
|
| Sterling Financial Planning | 96k | $3.9M | 22% | Mar 2024 |
|
| Klingman & Associates | 88k | $3.6M | -13% | Mar 2024 |
|
| Forum Financial Management | 87k | $3.6M | -13% | Mar 2024 |
|
| Fundamentun | 86k | $3.6M | 100% | Mar 2024 |
|
| Altiora Financial Group | 85k | $3.5M | 100% | Mar 2024 |
|
| Root Financial Partners | 83k | $3.4M | -42% | Mar 2024 |
|
| Level Financial Advisors | 79k | $3.3M | 130% | Mar 2024 |
|
| Flow Traders US | 78k | $3.2M | -13% | Mar 2024 |
|
| Hemington Wealth Management | 77k | $3.2M | 2% | Mar 2024 |
|
| Krilogy Financial | 70k | $2.9M | 6% | Mar 2024 |
|
| Awm Capital | 63k | $2.6M | 12% | Mar 2024 |
|
| Saxony Capital Management | 57k | $2.4M | 13% | Mar 2024 |
|
| Spinnaker Investment Group | 54k | $2.2M | 23% | Mar 2024 |
|
| Citadel Advisors | 50k | $2.0M | 100% | Mar 2024 |
|
| Commonwealth Equity Services | 49k | $2.0M | 2% | Mar 2024 |
|
| Midwest Heritage Bank | 44k | $1.8M | 29% | Mar 2024 |
|
| Goss Wealth Management | 37k | $1.5M | 100% | Mar 2024 |
|
| Shearwater Capital | 35k | $1.5M | 8% | Mar 2024 |
|
| BCU Wealth Advisors | 35k | $1.4M | 12% | Mar 2024 |
|
| SageView Advisory Group | 35k | $1.4M | 2% | Mar 2024 |
|
| Samalin Investment Counsel | 35k | $1.4M | -22% | Mar 2024 |
|
| PBMares Wealth Management | 33k | $1.4M | -5% | Mar 2024 |
|
| Henrickson Nauta Wealth Advisors | 31k | $1.3M | 13% | Mar 2024 |
|
| Northwest Wealth Management | 29k | $1.2M | -14% | Mar 2024 |
|
| Total Wealth Planning | 27k | $1.1M | -3% | Mar 2024 |
|
| Nwam | 25k | $1.0M | 2% | Mar 2024 |
|
| TCP Asset Management | 23k | $930k | 8% | Mar 2024 |
|
| Burns Wealth Management | 22k | $923k | 83% | Mar 2024 |
|
| Foster Group | 18k | $748k | 100% | Mar 2024 |
|
| Firethorn Wealth Partners | 18k | $742k | -33% | Mar 2024 |
|
| Axxcess Wealth Management | 17k | $708k | 100% | Dec 2023 |
|
| Monograph Wealth Advisors | 16k | $665k | 100% | Dec 2023 |
|
| Applied Capital | 15k | $610k | 0% | Mar 2024 |
|
| WPWealth | 14k | $581k | 100% | Mar 2024 |
|
| Drive Wealth Management | 12k | $491k | -16% | Mar 2024 |
|
| Envestnet Asset Management | 12k | $488k | 36% | Mar 2024 |
|
| Annapolis Financial Services | 12k | $473k | -83% | Mar 2024 |
|
| Onyx Financial Advisors | 11k | $463k | 100% | Mar 2024 |
|
| Lam Group | 10k | $418k | 0% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 9.5k | $390k | 0% | Mar 2024 |
|
| Visionary Horizons | 9.1k | $373k | 14% | Mar 2024 |
|
| SC&H Financial Advisors | 8.8k | $364k | 0% | Mar 2024 |
|
| Phillips Financial Management | 6.7k | $278k | 0% | Mar 2024 |
|
| We Are One Seven | 6.6k | $271k | 0% | Dec 2023 |
|
| Chico Wealth RIA | 6.4k | $263k | 0% | Mar 2024 |
|
| Bridge Advisory | 6.2k | $257k | -32% | Mar 2024 |
|
| Royal Bank of Canada | 5.7k | $236k | 74% | Mar 2024 |
|
| Global Trust Asset Management | 5.6k | $230k | 0% | Mar 2024 |
|
| Rehmann Capital Advisory | 5.6k | $230k | 3% | Mar 2024 |
|
| M^T Bank Corporation | 5.6k | $229k | 100% | Mar 2024 |
|
| Meredith Wealth Planning | 5.5k | $227k | 0% | Mar 2024 |
|
| Kfg Wealth Management | 5.5k | $227k | 100% | Mar 2024 |
|
| Mattern Wealth Management | 5.1k | $212k | -38% | Dec 2023 |
|
| LPL Financial | 4.9k | $203k | -64% | Mar 2024 |
|
| EP Wealth Advisors | 4.9k | $201k | -6% | Dec 2023 |
|
| Advisor Group Holdings | 3.4k | $142k | -23% | Mar 2024 |
|
| Jpmorgan Chase & Co | 3.2k | $131k | -43% | Mar 2024 |
|
| Principal Securities | 2.9k | $120k | 0% | Mar 2024 |
|
| Tortoise Investment Management | 2.8k | $114k | -50% | Mar 2024 |
|
| UBS Group | 1.9k | $80k | -3% | Mar 2024 |
|
| Elevate Wealth Advisory | 1.9k | $79k | -61% | Mar 2024 |
|
| Mather Group | 1.6k | $65k | 100% | Mar 2024 |
|
| Spire Wealth Management | 1.6k | $64k | 100% | Mar 2024 |
|
| Private Ocean | 851.00 | $35k | 100% | Mar 2024 |
|
| Aspire Private Capital | 545.00 | $23k | 29% | Mar 2024 |
|
| Orion Capital Management | 307.00 | $13k | 0% | Mar 2024 |
|
| Qube Research & Technologies | 245.00 | $10k | 0% | Mar 2024 |
|
| SJS Investment Consulting | 167.00 | $6.9k | 100% | Mar 2024 |
|
| Coppell Advisory Solutions | 97.00 | $4.0k | 708% | Dec 2023 |
|
| Harbour Investments | 21.00 | $866.999700 | 0% | Dec 2023 |
|
Who sold out of Dimensional Etf Trust Inflation Prote?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2023 | 79k | $3.3M |
| Cardiff Park Advisors | Sep 2023 | 8.9k | $353k |
| Buckingham Strategic Partners | Dec 2023 | 5.4k | $221k |
| AdvisorNet Financial | Dec 2023 | 275.00 | $11k |