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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

Dimensional Inflation-Protected Securities ETF logo
$41.60 +0.12 (+0.29%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$159.98M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$27.64M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025BCU Wealth Advisors LLC83,097$3.50M1.8%-7.1%0.393%
4/17/2025Stewardship Advisors LLC9,850$415K0.1%+15.7%0.047%
4/17/2025Dynamic Advisor Solutions LLC15,384$648K0.0%+17.9%0.073%
4/17/2025Scratch Capital LLC187,869$7.91M8.2%+27.6%0.889%
4/16/2025 Krilogy Financial LLC102,776$4.33M0.3%+5.0%0.486%
4/16/2025 David Wealth Management LLC143,012$6.02M5.0%-1.2%0.677%
4/16/2025 Fortitude Family Office LLC145,975$6.15M2.2%+39.2%0.691%
4/15/2025 FMB Wealth Management29,874$1.26M0.7%+23.1%0.141%
4/15/2025 Total Wealth Planning LLC29,592$1.25M0.2%+2.4%0.140%
4/15/2025 Two West Capital Advisors LLC6,983$287K0.2%-29.5%0.033%
4/15/2025 Visionary Horizons LLC12,655$533K0.4%+3.9%0.060%
4/15/2025 Vestment Financial LLC123,462$5.21M3.7%+4.6%0.584%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.55,634$2.29M0.9%+30.8%0.263%
4/11/2025 KFG Wealth Management LLC190,357$8.02M1.5%+6.9%0.901%
4/10/2025 Firethorn Wealth Partners LLC13,936$587K0.3%-7.2%0.066%
4/10/2025 Apella Capital LLC166,051$6.90M0.2%+13.5%0.786%
4/10/2025 Level Financial Advisors187,253$7.89M2.7%+14.9%0.886%
4/8/2025 Shearwater Capital LLC39,539$1.67M1.2%+2.1%0.187%
4/8/2025 HFG Wealth Management LLC10,675$432K0.3%+6.4%0.051%
3/17/2025 Wealth Enhancement Advisory Services LLC30,924$1.25M0.0%-3.9%0.151%
2/27/2025XY Planning Network Inc.17,602$713K0.5%N/A0.133%
2/20/2025Forum Financial Management LP82,555$3.34M0.1%+0.4%0.625%
2/19/2025Pinney & Scofield Inc.351,400$14.23M11.0%N/A2.662%
2/18/2025Monograph Wealth Advisors LLC110,067$4.46M0.6%+10.1%0.834%
2/18/2025Focus Partners Advisor Solutions LLC22,408$907K0.0%-34.4%0.170%
2/18/2025Note Advisors LLC10,619$430K0.4%N/A0.080%
2/17/2025 Vestment Financial LLC118,037$4.77M3.6%N/A0.894%
2/17/2025Citadel Advisors LLC90,886$3.68M0.0%N/A0.689%
2/14/2025Betterment LLC7,142$289K0.0%+28.7%0.054%
2/14/2025Berger Financial Group Inc5,631$228K0.0%N/A0.043%
2/14/2025Forum Financial Management LP63,478$2.57M0.0%-22.8%0.481%
2/14/2025Bridge Generations Wealth Management LLC3,652$148K0.1%N/A0.028%
2/13/2025Strategic Investment Solutions Inc. IL3,267$134K0.0%+43.2%0.025%
2/13/2025NewEdge Advisors LLC27,572$1.12M0.0%+5.5%0.209%
2/13/2025Verisail Partners LLC5,141$208K0.1%N/A0.039%
2/13/2025Rather & Kittrell Inc.379,623$15.37M3.6%+14.2%2.876%
2/13/2025CreativeOne Wealth LLC17,674$716K0.0%+40.1%0.134%
2/13/2025SageView Advisory Group LLC37,484$1.52M0.1%+2.6%0.284%
2/13/2025 Glass Jacobson Investment Advisors llc9,170$371K0.1%+7.3%0.069%
2/13/2025Envestnet Asset Management Inc.14,337$581K0.0%-5.5%0.109%
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2/12/2025Nemes Rush Group LLC969$39K0.0%N/A0.007%
2/12/2025JPMorgan Chase & Co.3,034$123K0.0%-8.9%0.023%
2/11/2025LPL Financial LLC50,751$2.06M0.0%+101.9%0.384%
2/11/2025Samalin Investment Counsel LLC34,328$1.39M0.6%-4.1%0.260%
2/11/2025SageOak Financial LLC9,944$403K0.4%N/A0.075%
2/10/2025Entrewealth LLC36,116$1.53M1.4%N/A0.274%
2/10/2025Curio Wealth LLC46,857$1.90M1.0%N/A0.355%
2/10/2025Yardley Wealth Management LLC273,504$11.14M5.4%+16.1%2.072%
2/10/2025First Financial Group Corp6,445$261K0.3%N/A0.049%
2/10/2025Northwest Wealth Management LLC18,584$752K0.2%-32.6%0.141%
2/10/2025Commonwealth Equity Services LLC52,944$2.14M0.0%+18.8%0.401%
2/10/2025Phillips Financial Management LLC2,632$107K0.0%-23.3%0.020%
2/10/2025Essential Planning LLC.52,393$2.16M0.0%N/A0.397%
2/10/2025Austin Wealth Management LLC222,066$9.04M1.9%+5.6%1.682%
2/7/2025Geometric Wealth Advisors451,112$18.27M3.3%+4.9%3.418%
2/7/2025Tortoise Investment Management LLC18,643$755K0.1%+379.3%0.141%
2/7/2025Altiora Financial Group LLC81,468$3.30M0.7%+13.4%0.617%
2/7/2025Larson Financial Group LLC261,158$10.58M0.5%-13.9%1.978%
2/6/2025Midwest Heritage Bank FSB19,873$805K0.4%-58.6%0.151%
2/6/2025Exencial Wealth Advisors LLC43,391$1.76M0.1%+98.4%0.329%
2/6/2025Physician Wealth Solutions Inc.354,914$14.37M7.2%+0.5%2.689%
2/6/2025Scratch Capital LLC147,217$5.96M7.3%N/A1.115%
2/6/2025Modera Wealth Management LLC12,833$520K0.0%N/A0.097%
2/5/2025AWM Capital LLC72,934$2.95M0.4%-4.4%0.553%
2/5/2025Nwam LLC34,502$1.40M0.1%+14.3%0.261%
2/4/2025CPA Asset Management LLC420,965$17.05M7.9%+3.7%3.189%
2/4/2025IFP Advisors Inc111,696$4.52M0.1%-3.1%0.846%
2/3/2025Grove Street Fiduciary LLC94,280$3.82M2.0%N/A0.714%
2/3/2025Sterling Financial Planning Inc.96,527$3.91M1.4%-4.7%0.731%
1/31/2025Plan Group Financial LLC122,827$4.97M2.6%+2.2%0.931%
1/31/2025Klingman & Associates LLC32,841$1.33M0.1%-59.9%0.249%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,847$682K0.0%+8.7%0.128%
1/31/2025Truist Financial Corp5,447$221K0.0%-20.2%0.041%
1/30/2025Allworth Financial LP25,786$1.05M0.0%-7.8%0.195%
1/30/2025BCU Wealth Advisors LLC89,401$3.62M2.1%+96.9%0.677%
1/30/2025Root Financial Partners LLC30,665$1.24M0.2%-36.0%0.232%
1/29/2025Hemington Wealth Management248,427$10.06M2.5%+34.3%1.882%
1/29/2025 FMB Wealth Management24,260$982K0.6%+18.0%0.184%
1/29/2025 David Wealth Management LLC144,719$5.86M4.8%N/A1.096%
1/28/2025 Visionary Horizons LLC12,175$493K0.3%+3.4%0.092%
1/27/2025Vestia Personal Wealth Advisors25,453$1.03M0.8%+42.3%0.193%
1/27/2025Stratos Investment Management LLC308,036$12.47M0.7%+44.7%2.334%
1/24/2025Leading Edge Financial Planning LLC345,959$14.01M4.6%+39.7%2.621%
1/24/2025PBMares Wealth Management LLC31,270$1.27M0.3%-2.4%0.237%
1/24/2025Five Oceans Advisors334,056$13.53M6.2%+64.3%2.531%
1/23/2025Saxony Capital Management LLC15,771$639K0.6%-76.5%0.119%
1/23/2025Core Wealth Management Inc.201,570$8.16M3.2%+8.2%1.527%
1/23/2025Planning Center Inc.754,100$30.53M3.9%+1.3%5.713%
1/22/2025TRU Independence Asset Management 2 LLC54,637$2.21M1.8%-49.7%0.414%
1/22/2025 Level Financial Advisors163,027$6.60M2.4%+22.8%1.235%
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1/22/2025Heirloom Wealth Management1,050,930$42.55M12.8%+6.0%7.962%
1/22/2025 Two West Capital Advisors LLC9,905$401K0.3%+10.2%0.075%
1/22/2025Drive Wealth Management LLC9,225$374K0.1%-11.7%0.070%
1/21/2025 KFG Wealth Management LLC178,118$7.21M1.3%+72.9%1.349%
1/21/2025Stewardship Advisors LLC8,513$345K0.1%+20.6%0.064%
1/21/2025CFS Investment Advisory Services LLC46,100$1.87M0.2%+1.5%0.349%
1/21/2025Dynamic Advisor Solutions LLC13,048$528K0.0%+18.9%0.099%
1/17/2025Spinnaker Investment Group LLC8,873$359K0.1%-44.1%0.067%
1/17/2025Market Street Wealth Management Advisors LLC283,103$11.46M1.9%+5.1%2.145%
1/17/2025Global Trust Asset Management LLC1,804$73K0.0%-64.8%0.014%
(Data available from 1/1/2016 forward)

DFIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIP shares?

During the previous two years, 129 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Heirloom Wealth Management ($42.55M), Hill Investment Group Partners LLC ($32.66M), Planning Center Inc. ($30.53M), Geometric Wealth Advisors ($18.27M), CPA Asset Management LLC ($17.05M), Rather & Kittrell Inc. ($15.37M), and Physician Wealth Solutions Inc. ($14.37M).Learn more on DFIP's institutional investors.

Which institutional investors have been buying Dimensional Inflation-Protected Securities ETF stock?

Of the 113 institutional investors that purchased Dimensional Inflation-Protected Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heirloom Wealth Management ($944.31K), Pinney & Scofield Inc. ($351.40K), Physician Wealth Solutions Inc. ($326.46K), Yardley Wealth Management LLC ($273.50K), Market Street Wealth Management Advisors LLC ($271.59K), Leading Edge Financial Planning LLC ($250.26K), and Hill Investment Group Partners LLC ($238.83K).

How much institutional buying is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have bought a total of 7,210,092 shares in the last 24 months. This purchase volume represents approximately $296.30M in transactions.

Which Dimensional Inflation-Protected Securities ETF major shareholders have been selling company stock?

Of the 55 institutional investors that sold Dimensional Inflation-Protected Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rather & Kittrell Inc. ($253.67K), Market Street Wealth Management Advisors LLC ($166.11K), Klingman & Associates LLC ($149.98K), Larson Financial Group LLC ($131.28K), Sensible Financial Planning & Management LLC. ($81.35K), Wealth Enhancement Advisory Services LLC ($81.03K), and TCP Asset Management LLC ($62.10K).

How much institutional selling is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have sold a total of 1,738,887 shares in the last 24 months. This volume of shares sold represents approximately $71.83M in transactions.


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This page (NYSEARCA:DFIP) was last updated on 4/18/2025 by MarketBeat.com Staff
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