DFIP · Dimensional Inflation-Protected Securities Portfolio ETF ETF
$40.20
-0.03 (-0.07%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $2,335,693
Total Shares: 56,616
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+85.8 pts
Top 5
100.0%
+42.0 pts
Top 10
100.0%
+18.5 pts
HHI
10,000
Highly concentrated+9,141
Quarterly Activity
vs Mar 31, 2023
New
0
Increased
1
Decreased
0
Sold Out
27
Unchanged
0
Holder count:
-27
Institutional value:
-87.0%
Shares held:
-86.5%
Top Buyers
vs Mar 31, 2023| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +8,184 | 56,616 |
Top Sellers
vs Mar 31, 2023No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2023No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Root Financial Partners, LLC | 59,632 | $2,553,919 | |
| Small Samalin Investment Counsel, LLC | 58,485 | $2,504,795 | |
| Small NORTHWEST WEALTH MANAGEMENT, LLC | 43,838 | $1,877,493 | |
| Large OSAIC HOLDINGS, INC. | 32,725 | $1,401,545 | |
| Small SC&H Financial Advisors, Inc. | 32,441 | $1,389,383 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC DFIP | $2,335,693 | 100.00% | 56,616 | Shares | 2026-09-02 |