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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

Dimensional Inflation-Protected Securities ETF logo
$40.79 -0.05 (-0.12%)
(As of 12/17/2024 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)
74
Total
Institutional Inflows
(last 12 months)
$137.57M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$37.50M
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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
11/15/2024 Glass Jacobson Investment Advisors llc8,548$361K0.1%-11.3%0.065%
11/15/2024 Jane Street Group LLC8,954$379K0.0%+59.7%0.068%
11/15/2024 SageView Advisory Group LLC36,550$1.55M0.1%+3.5%0.277%
11/15/2024 Hill Investment Group Partners LLC802,782$32.66M4.5%-1.0%6.082%
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%
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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%
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%
8/16/2024 NewEdge 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%
8/5/2024 Hill 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%
How to piss off your liberal friends… and profit from it (Ad)

Elon Musk has just exposed the “energy grift” of America in a recent tweet to his platform, X. And people are slowly starting to wake up to the Deep State’s lies.

To get the full details on the fake “energy crisis” of America, watch this now
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%
5/15/2024 Flow Traders U.S. LLC78,201$3.23M0.2%-13.0%0.592%
5/14/2024 Axxcess Wealth Management LLC18,531$764K0.0%+8.0%0.140%
5/14/2024 EP 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%
5/9/2024 SageView Advisory Group LLC35,127$1.45M0.1%+2.0%0.266%
(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, 108 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 ($32.66M), 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 6,305,351 shares in the last 24 months. This purchase volume represents approximately $260.40M in transactions.

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

Of the 51 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 1,884,320 shares in the last 24 months. This volume of shares sold represents approximately $78.04M in transactions.


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This page (NYSEARCA:DFIP) was last updated on 12/18/2024 by MarketBeat.com Staff
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