Free Trial

Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

→ He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (From InvestorPlace) (Ad)
Free DFIP Stock Alerts
$41.05
-0.05 (-0.12%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$136.65M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$32.92M
Get DFIP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Inflation-Protected Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/3/2024 Larson 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%
5/2/2024 Elevate Wealth Advisory Inc.1,919$79K0.1%-61.1%0.015%
5/1/2024 Klingman & Associates LLC87,925$3.63M0.3%-12.7%0.709%
4/30/2024 Saxony Capital Management LLC57,306$2.36M2.9%+13.3%0.462%
4/29/2024Commonwealth Equity Services LLC49,112$2.03M0.0%+2.3%0.396%
4/29/2024 PBMares Wealth Management LLC32,831$1.35M0.4%-4.6%0.265%
4/26/2024 Plan Group Financial LLC103,873$4.29M2.8%+14.0%0.838%
4/25/2024 Heirloom Wealth Management844,463$34.83M11.9%+20.5%6.810%
4/24/2024 Krilogy Financial LLC69,989$2.89M0.2%+6.0%0.564%
4/24/2024 Spire Wealth Management1,559$64K0.0%N/A0.013%
4/24/2024 Midwest Heritage Bank FSB44,302$1.83M1.0%+29.2%0.357%
4/22/2024 Core Wealth Management Inc.174,366$7.19M3.1%+5.8%1.406%
4/22/2024 Drive Wealth Management LLC11,891$490K0.1%-16.1%0.096%
4/22/2024 Physician Wealth Solutions Inc.116,215$4.79M4.0%+40.6%0.937%
4/20/2024 BetterWealth LLC130,278$5.37M1.8%+4.2%1.051%
4/19/2024 Level Financial Advisors79,060$3.26M1.5%+130.2%0.638%
4/19/2024 Spinnaker Investment Group LLC54,162$2.23M0.6%+23.2%0.437%
4/19/2024 TCP Asset Management LLC22,545$930K0.2%+7.9%0.182%
4/19/2024 KFG Wealth Management LLC5,502$227K0.1%N/A0.044%
4/19/2024 AWM Capital LLC62,617$2.58M0.4%+12.2%0.505%
4/18/2024 Total Wealth Planning LLC26,914$1.11M0.2%-2.7%0.217%
4/17/2024 Annapolis Financial Services LLC11,468$473K0.2%-83.1%0.118%
4/17/2024 Private Ocean LLC851$35K0.0%N/A0.009%
4/16/2024 Firethorn Wealth Partners LLC17,991$742K0.4%-32.8%0.185%
4/16/2024 Bridge Advisory LLC6,229$257K0.1%-32.4%0.064%
4/16/2024 Onyx Financial Advisors LLC11,214$463K0.3%N/A0.116%
4/16/2024 Wealth Enhancement Advisory Services LLC111,953$4.62M0.0%+23.3%1.154%
4/15/2024 Visionary Horizons LLC9,140$373K0.3%+13.9%0.094%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.31,357$1.27M0.6%+13.3%0.323%
get a piece of the profit from this land (Ad)

This isn’t the prettiest land on earth. But it might be the most valuable. And you don’t have to own, lease, or rent any land.

Click here to see my #1 investment for 2024.
4/11/2024 Market Street Wealth Management Advisors LLC256,193$10.57M1.9%+0.8%2.641%
4/10/2024 Apella Capital LLC139,616$5.78M0.3%-10.7%1.439%
4/9/2024 Foster Group Inc.18,130$748K0.0%N/A0.187%
4/9/2024 Mather Group LLC.1,585$65K0.0%N/A0.016%
4/4/2024 Shearwater Capital LLC35,304$1.46M1.1%+7.6%0.364%
2/29/2024 Tortoise Investment Management LLC5,515$228K0.0%-6.6%0.057%
2/28/2024 EP Wealth Advisors LLC4,858$201K0.0%-6.0%0.050%
2/21/2024Austin Wealth Management LLC174,550$7.11M1.9%+9.3%1.799%
2/14/2024 Northwest Wealth Management LLC33,686$1.39M0.4%-7.1%0.347%
2/14/2024 Elevate Wealth Advisory Inc.4,928$203K0.2%N/A0.051%
2/14/2024 CFS Investment Advisory Services LLC46,625$1.93M0.3%+4.5%0.481%
2/13/2024 Exencial Wealth Advisors LLC25,532$1.05M0.0%+109.0%0.263%
2/9/2024 BCU Wealth Advisors LLC31,457$1.30M1.4%N/A0.324%
2/9/2024 AWM Capital LLC55,806$2.30M0.4%+30.2%0.575%
2/8/2024 Tortoise Investment Management LLC5,515$226K0.0%-6.6%0.057%
2/7/2024 Forum Financial Management LP99,417$4.10M0.1%+23.7%1.025%
2/7/2024 Principal Securities Inc.2,904$120K0.0%N/A0.030%
2/6/2024 Axxcess Wealth Management LLC17,158$708K0.0%N/A0.177%
2/5/2024 Total Wealth Planning LLC27,657$1.14M0.2%-21.0%0.285%
2/2/2024 Core Wealth Management Inc.164,741$6.80M3.2%+1.4%1.698%
2/2/2024 Rather & Kittrell Inc.213,895$8.83M3.1%-54.3%2.205%
2/2/2024 Sensible Financial Planning & Management LLC.132,568$5.47M1.3%+158.0%1.367%
2/1/2024 Larson Financial Group LLC332,492$13.73M1.2%-9.7%3.428%
2/1/2024 SC&H Financial Advisors Inc.8,834$365K0.1%-48.8%0.091%
2/1/2024 Annapolis Financial Services LLC67,968$2.81M0.7%+8.4%0.701%
1/31/2024 Heirloom Wealth Management700,903$28.93M11.1%N/A7.226%
1/31/2024 Sterling Financial Planning Inc.78,540$3.24M1.4%+45.4%0.810%
1/30/2024 Lam Group Inc.10,120$418K0.4%+423.0%0.104%
1/30/2024 Market Street Wealth Management Advisors LLC254,039$10.49M2.2%+26.8%2.619%
1/30/2024 Root Financial Partners LLC144,584$5.97M2.2%+42.4%1.491%
1/29/2024 Saxony Capital Management LLC50,596$2.09M2.8%N/A0.522%
1/29/2024 Klingman & Associates LLC100,709$4.16M0.3%-39.7%1.038%
1/29/2024 Plan Group Financial LLC91,114$3.76M3.3%-38.2%0.939%
1/26/2024 Krilogy Financial LLC66,030$2.73M0.2%+11.4%0.681%
1/26/2024 Hemington Wealth Management76,103$3.14M1.2%N/A0.785%
1/26/2024 PBMares Wealth Management LLC34,398$1.42M0.4%-2.5%0.355%
1/25/2024 Meredith Wealth Planning5,493$227K0.1%N/A0.057%
1/25/2024 Phillips Financial Management LLC6,728$278K0.0%-13.6%0.069%
1/25/2024 Firethorn Wealth Partners LLC26,770$1.11M0.7%-18.5%0.276%
1/23/2024 Visionary Horizons LLC8,025$331K0.3%N/A0.083%
1/23/2024 Midwest Heritage Bank FSB34,294$1.42M1.0%-2.6%0.354%
1/23/2024 BetterWealth LLC125,067$5.16M1.8%+0.7%1.289%
1/23/2024 Applied Capital LLC14,793$611K0.3%-5.0%0.153%
1/23/2024 Level Financial Advisors Inc.34,350$1.42M0.7%+93.7%0.354%
1/22/2024 Drive Wealth Management LLC14,169$585K0.2%-19.9%0.146%
1/22/2024 Spinnaker Investment Group LLC43,951$1.81M0.6%+39.1%0.453%
1/22/2024 Five Oceans Advisors213,826$8.83M4.9%+1.3%2.204%
1/22/2024 Glass Jacobson Investment Advisors llc9,413$389K0.2%+71.0%0.097%
1/19/2024 Geometric Wealth Advisors135,133$5.58M1.5%N/A1.393%
1/18/2024 Hill Investment Group Partners LLC824,987$34.06M5.0%+15.8%8.505%
Bible Shocker: Have You Seen Elon Musk’s Miracle? (Ad)

Breaking News: Elon Musk Invents New Type of A.I. (Shocking) Elon Musk is about to shock the world again with this new type of A.I.… Minting new millionaires in the process.

Click here for the full story…
1/18/2024 CPA Asset Management LLC414,538$17.11M10.4%+1.3%4.274%
1/17/2024 Bridge Advisory LLC9,208$380K0.2%-73.1%0.095%
1/17/2024 Shearwater Capital LLC32,824$1.36M1.1%+26.3%0.338%
1/16/2024 Global Trust Asset Management LLC5,578$230K0.1%-39.1%0.058%
1/12/2024 Henrickson Nauta Wealth Advisors Inc.27,684$1.14M0.6%+14.1%0.285%
1/11/2024 TCP Asset Management LLC20,903$863K0.3%+4.4%0.215%
1/9/2024IFP Advisors Inc96,681$3.99M0.2%+65.3%0.997%
1/9/2024 Physician Wealth Solutions Inc.82,679$3.41M3.4%N/A0.852%
1/5/2024 Apella Capital LLC156,373$6.43M0.4%+426.6%1.612%
12/5/2023Austin Wealth Management LLC159,635$6.37M2.0%N/A1.646%
(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, 93 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Heirloom Wealth Management ($34.83M), Hill Investment Group Partners LLC ($34.06M), CPA Asset Management LLC ($17.11M), Larson Financial Group LLC ($14.72M), Market Street Wealth Management Advisors LLC ($10.57M), Leading Edge Financial Planning LLC ($9.85M), and Rather & Kittrell Inc. ($8.83M).Learn more on DFIP's institutional investors.

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

Of the 88 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 ($844.46K), Market Street Wealth Management Advisors LLC ($599.41K), Rather & Kittrell Inc. ($467.56K), CPA Asset Management LLC ($414.54K), Larson Financial Group LLC ($352.00K), Leading Edge Financial Planning LLC ($269.10K), 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 6,545,167 shares in the last 24 months. This purchase volume represents approximately $271.28M in transactions.

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

Of the 46 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 ($343.22K), Rather & Kittrell Inc. ($253.67K), Five Oceans Advisors ($175.46K), CFS Investment Advisory Services LLC ($152.93K), Mattern Wealth Management LLC ($135.21K), Chico Wealth RIA ($131.96K), and Klingman & Associates LLC ($94.90K).

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

Institutional investors have sold a total of 2,024,997 shares in the last 24 months. This volume of shares sold represents approximately $84.23M in transactions.


Related Companies:
This page (NYSEARCA:DFIP) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Dems have chosen Biden replacement?
Paradigm Press
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
Forget Bitcoin: This $8 Stock Is the Next Big Thing
Behind the Markets
Buy this small stock before coming AI Tidal Wave
Chaikin Analytics
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
41 banks launch ‘crypto dollar’
Stansberry Research