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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

$40.95 -0.01 (-0.02%)
(As of 11/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$145.49M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$37.63M
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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
11/14/2024 CreativeOne Wealth LLC12,613$533K0.0%N/A0.096%
11/12/2024Larson Financial Group LLC303,158$12.82M0.7%-6.9%2.297%
11/12/2024 Nwam LLC30,192$1.28M0.1%N/A0.229%
11/12/2024 Altiora Financial Group LLC71,869$3.04M0.7%-15.2%0.544%
11/8/2024 Yardley Wealth Management LLC235,514$9.96M5.9%N/A1.784%
11/7/2024 Drive Wealth Management LLC10,444$442K0.1%-2.3%0.079%
11/7/2024 Phillips Financial Management LLC3,433$145K0.0%-49.0%0.026%
11/6/2024 Spinnaker Investment Group LLC15,886$672K0.2%-74.0%0.120%
11/5/2024 Vestia Personal Wealth Advisors17,883$756K0.6%+10.0%0.135%
11/5/2024 Lynx Investment Advisory7,526$318K0.2%+5.1%0.057%
11/4/2024 TRU Independence Asset Management 2 LLC108,584$4.59M3.9%N/A0.823%
11/4/2024 FMB Wealth Management20,568$870K0.5%+2.8%0.156%
11/1/2024 Rather & Kittrell Inc.332,558$14.06M3.4%+9.0%2.519%
11/1/2024 Klingman & Associates LLC81,817$3.46M0.2%-2.4%0.620%
11/1/2024 Physician Wealth Solutions Inc.353,103$14.59M7.1%+144.1%2.675%
10/29/2024 Centennial Bank AR19,903$841K0.4%+3.4%0.151%
10/29/2024 Visionary Horizons LLC11,780$498K0.3%+2.8%0.089%
10/28/2024 Sensible Financial Planning & Management LLC.132,247$5.59M1.1%+5.3%1.002%
10/28/2024 Austin Wealth Management LLC210,375$8.88M1.9%+5.4%1.594%
10/25/2024 PBMares Wealth Management LLC32,053$1.36M0.3%-2.2%0.243%
10/25/2024 Geometric Wealth Advisors429,870$18.18M3.4%+12.6%3.257%
10/24/2024 TCP Asset Management LLC26,628$1.13M0.3%+12.7%0.202%
10/24/2024 Wealth Enhancement Advisory Services LLC32,167$1.36M0.0%-32.8%0.244%
10/23/2024 Allworth Financial LP27,980$1.18M0.0%-8.7%0.212%
10/23/2024 Leading Edge Financial Planning LLC247,564$10.47M3.5%+26.0%1.875%
10/23/2024 Global Trust Asset Management LLC5,118$216K0.1%-6.6%0.039%
10/22/2024 BetterWealth LLC155,988$6.60M1.9%+7.3%1.182%
10/22/2024 Plan Group Financial LLC120,235$5.08M2.7%+7.3%0.911%
10/22/2024 Saxony Capital Management LLC67,084$2.84M2.6%-1.2%0.508%
10/22/2024 CPA Asset Management LLC405,884$17.16M8.3%+1.4%3.075%
10/21/2024 Stewardship Advisors LLC7,061$299K0.1%N/A0.053%
10/19/2024Midwest Heritage Bank FSB47,983$2.03M0.9%+1.2%0.364%
10/18/2024Stratos Investment Management LLC212,885$9.00M0.6%+24.1%1.613%
10/17/2024 Heirloom Wealth Management991,305$41.91M13.1%+4.2%7.510%
10/16/2024 Annapolis Financial Services LLC13,061$552K0.2%+16.2%0.099%
10/16/2024 Market Street Wealth Management Advisors LLC269,488$11.39M1.9%+0.9%2.042%
10/16/2024 Firethorn Wealth Partners LLC14,820$627K0.3%+2.6%0.112%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.34,081$1.44M0.6%+5.1%0.258%
10/10/2024 Total Wealth Planning LLC25,676$1.09M0.2%-10.3%0.195%
10/10/2024 Level Financial Advisors132,750$5.61M2.1%+18.7%1.006%
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10/8/2024 Shearwater Capital LLC38,178$1.61M1.1%+4.7%0.289%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,505$656K0.1%+48.7%0.117%
10/8/2024 Dynamic Advisor Solutions LLC10,970$464K0.0%+66.9%0.083%
10/3/2024 Apella Capital LLC133,327$5.65M0.2%-0.7%1.010%
8/30/2024 Centennial Bank AR19,254$786K0.4%+25.1%0.146%
8/30/2024 Strategic Investment Solutions Inc. IL2,272$94K0.0%N/A0.017%
8/20/2024 HFG Wealth Management LLC9,841$402K0.3%+13.1%0.075%
8/16/2024NewEdge Advisors LLC38,809$1.59M0.0%+4.4%0.294%
8/5/2024 Northwest Wealth Management LLC27,536$1.12M0.3%-4.9%0.209%
8/5/2024Hill Investment Group Partners LLC811,109$33.28M4.5%-1.4%6.145%
8/2/2024Larson Financial Group LLC325,719$13.30M0.9%-8.7%2.468%
8/2/2024 Tortoise Investment Management LLC3,890$159K0.0%+40.7%0.029%
8/2/2024 Hemington Wealth Management87,113$3.56M1.2%+12.5%0.660%
8/2/2024 BCU Wealth Advisors LLC40,930$1.67M1.2%+16.5%0.310%
8/1/2024 Drive Wealth Management LLC10,691$437K0.1%-10.1%0.081%
7/31/2024 Henrickson Nauta Wealth Advisors Inc.32,437$1.33M0.6%+3.4%0.246%
7/31/2024 Austin Wealth Management LLC199,509$8.23M1.9%+10.5%1.511%
7/31/2024Commonwealth Equity Services LLC43,292$1.77M0.0%-11.9%0.328%
7/31/2024 Klingman & Associates LLC83,806$3.42M0.2%-4.7%0.635%
7/30/2024 Sterling Financial Planning Inc.86,678$3.54M1.4%-9.3%0.657%
7/30/2024 Forum Financial Management LP82,341$3.36M0.1%-5.3%0.624%
7/29/2024 Market Street Wealth Management Advisors LLC267,161$10.91M1.9%+4.3%2.024%
7/29/2024 Rather & Kittrell Inc.305,173$12.46M3.4%+14.2%2.312%
7/26/2024 Saxony Capital Management LLC67,880$2.77M3.0%+18.5%0.514%
7/25/2024 Core Wealth Management Inc.186,301$7.61M3.1%+6.8%1.411%
7/24/2024 Spinnaker Investment Group LLC61,102$2.50M0.7%+12.8%0.463%
7/24/2024Meredith Wealth Planning7,280$297K0.2%+32.1%0.055%
7/23/2024 Level Financial Advisors111,828$4.57M2.0%+41.4%0.847%
7/22/2024 Krilogy Financial LLC88,180$3.60M0.3%+26.0%0.668%
7/22/2024 Chico Wealth RIA6,991$285K0.3%+9.9%0.053%
7/19/2024 Blossom Wealth Management5,016$205K0.4%N/A0.038%
7/19/2024 Onyx Financial Advisors LLC14,705$600K0.4%+31.1%0.111%
7/19/2024 BetterWealth LLC145,415$5.94M1.9%+11.6%1.102%
7/19/2024 KFG Wealth Management LLC6,835$279K0.1%+24.2%0.052%
7/19/2024 Sensible Financial Planning & Management LLC.125,640$5.13M1.1%-19.2%0.952%
7/17/2024Midwest Heritage Bank FSB47,419$1.94M1.0%+7.0%0.359%
7/17/2024 TCP Asset Management LLC23,633$965K0.2%+4.8%0.179%
7/16/2024 Great Valley Advisor Group Inc.16,174$660K0.0%N/A0.123%
7/16/2024 Wealth Enhancement Advisory Services LLC47,866$1.96M0.0%-57.2%0.363%
7/15/2024 Dynamic Advisor Solutions LLC6,572$268K0.0%N/A0.050%
7/15/2024 Aspire Private Capital LLC4,057$166K0.0%+644.4%0.031%
7/11/2024 CPA Asset Management LLC400,191$16.34M8.8%+0.7%3.032%
7/10/2024 Five Oceans Advisors203,001$8.29M4.3%-5.6%1.538%
7/10/2024 Shearwater Capital LLC36,474$1.49M1.1%+3.3%0.276%
7/10/2024 Apella Capital LLC134,298$5.51M0.2%-3.8%1.017%
7/9/2024 Lynx Investment Advisory7,160$292K0.2%N/A0.054%
6/28/2024 HFG Wealth Management LLC8,703$359K0.2%+3.0%0.066%
5/23/2024 Austin Wealth Management LLC180,480$7.36M1.8%+3.4%1.367%
5/16/2024 WPWealth LLP14,095$581K0.2%N/A0.107%
5/15/2024Flow Traders U.S. LLC78,201$3.23M0.2%-13.0%0.592%
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5/14/2024 Axxcess Wealth Management LLC18,531$764K0.0%+8.0%0.140%
5/14/2024EP Wealth Advisors LLC4,259$176K0.0%-12.3%0.032%
5/14/2024 Northwest Wealth Management LLC28,966$1.20M0.3%-14.0%0.219%
5/10/2024 Nwam LLC24,503$1.01M0.1%+1.7%0.186%
5/9/2024 Forum Financial Management LP86,976$3.59M0.1%-12.5%0.659%
5/9/2024SageView Advisory Group LLC35,127$1.45M0.1%+2.0%0.266%
5/6/2024 Sensible Financial Planning & Management LLC.155,460$6.41M1.4%+17.3%1.178%
5/4/2024 Hemington Wealth Management77,439$3.20M1.2%+1.8%0.625%
5/3/2024Larson Financial Group LLC356,821$14.72M1.1%+7.3%2.878%
5/3/2024 BCU Wealth Advisors LLC35,135$1.45M1.2%+11.7%0.283%
(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, 107 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Heirloom Wealth Management ($41.91M), Hill Investment Group Partners LLC ($33.28M), Geometric Wealth Advisors ($18.18M), CPA Asset Management LLC ($17.16M), Physician Wealth Solutions Inc. ($14.59M), Rather & Kittrell Inc. ($14.06M), and Larson Financial Group LLC ($12.82M).Learn more on DFIP's institutional investors.

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

Of the 94 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 ($884.68K), Rather & Kittrell Inc. ($517.78K), CPA Asset Management LLC ($422.98K), Physician Wealth Solutions Inc. ($324.65K), Leading Edge Financial Planning LLC ($320.20K), Market Street Wealth Management Advisors LLC ($257.97K), and Larson Financial Group LLC ($254.60K).

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

Institutional investors have bought a total of 6,387,258 shares in the last 24 months. This purchase volume represents approximately $263.72M in transactions.

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

Of the 50 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: Market Street Wealth Management Advisors LLC ($280.65K), Rather & Kittrell Inc. ($253.67K), CFS Investment Advisory Services LLC ($152.93K), Mattern Wealth Management LLC ($111.71K), Klingman & Associates LLC ($101.01K), Sensible Financial Planning & Management LLC. ($89.98K), and Larson Financial Group LLC ($89.28K).

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

Institutional investors have sold a total of 1,874,906 shares in the last 24 months. This volume of shares sold represents approximately $77.64M in transactions.


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This page (NYSEARCA:DFIP) was last updated on 11/15/2024 by MarketBeat.com Staff
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