Dimensional Inflation-ProtecDFIPETF
13F holders, Q1 2024 (March 31)94holders
1famous investor
$41.24avg. 13F price*
At the end of Q1 2024, 94 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings. The largest holders were Heirloom Wealth Management ($34.8M), Hill Investment Group Partners, LLC ($33.9M) and CPA Asset Management Group, LLC ($16.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Inflation-Protec
- CUSIP
- 25434V856
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $10.8M |
| Exits | 7 | $3.7M |
Ownership 94 holders
| Heirloom Wealth Management | 11.88% | Add +20.5% | 844,463 | $34.8M |
| Hill Investment Group Partners, LLC | 4.79% | Reduce -0.3% | 822,417 | $33.9M |
| CPA Asset Management Group, LLC | 9.18% | Reduce -4.1% | 397,442 | $16.4M |
| Larson Financial Group LLC | 1.14% | Add +7.3% | 356,821 | $14.7M |
| Rather & Kittrell, Inc. | 3.30% | Add +24.9% | 267,236 | $11.0M |
| Market Street Wealth Management Advisors LLC | 1.86% | Add +0.8% | 256,193 | $10.6M |
| Five Oceans Advisors | 4.56% | Add +0.6% | 215,034 | $8.9M |
| Leading Edge Financial Planning LLC | 3.41% | Add +19.7% | 186,454 | $7.7M |
| Austin Wealth Management, LLC | 1.82% | Add +3.4% | 180,480 | $7.4M |
| Core Wealth Management, Inc. | 3.12% | Add +5.8% | 174,366 | $7.2M |
| Sensible Financial Planning & Management, LLC. | 1.42% | Add +17.3% | 155,460 | $6.4M |
| Geometric Wealth Advisors | 1.39% | Add +5.6% | 142,741 | $5.9M |
| Apella Capital, LLC | 0.29% | Reduce -10.7% | 139,616 | $5.8M |
| BetterWealth, LLC | 1.75% | Add +4.2% | 130,278 | $5.4M |
| Physician Wealth Solutions Inc. | 4.03% | Add +40.6% | 116,215 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.3% | 111,953 | $4.6M |
| IFP Advisors, Inc | 0.20% | Add +14.2% | 110,438 | $4.6M |
| Plan Group Financial, LLC | 2.81% | Add +14.0% | 103,873 | $4.3M |
| Sterling Financial Planning, Inc. | 1.60% | Add +21.6% | 95,528 | $3.9M |
| Klingman & Associates, LLC | 0.26% | Reduce -12.7% | 87,925 | $3.6M |
| Forum Financial Management, LP | 0.06% | Reduce -12.5% | 86,976 | $3.6M |
| Stratos Investment Management, LLC | 0.35% | New | 86,427 | $3.6M |
| Altiora Financial Group, LLC | 0.95% | No change | 85,150 | $3.5M |
| Root Financial Partners, LLC | 1.02% | Reduce -42.5% | 83,196 | $3.4M |
| Level Financial Advisors | 1.48% | Add +130.2% | 79,060 | $3.3M |
| Flow Traders U.S. LLC | 0.17% | Reduce -13.0% | 78,201 | $3.2M |
| Hemington Wealth Management | 1.16% | Add +1.8% | 77,439 | $3.2M |
| Krilogy Financial LLC | 0.22% | Add +6.0% | 69,989 | $2.9M |
| Awm Capital, LLC | 0.43% | Add +12.2% | 62,617 | $2.6M |
| Saxony Capital Management, LLC | 2.85% | Add +13.3% | 57,306 | $2.4M |
| Spinnaker Investment Group, LLC | 0.63% | Add +23.2% | 54,162 | $2.2M |
| Citadel Advisors | 0.00% | New | 49,512 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 49,112 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.31% | Reduce -4.1% | 44,704 | $1.8M |
| Midwest Heritage Bank, FSB | 0.96% | Add +29.2% | 44,302 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +0.9% | 37,175 | $1.5M |
| Willow Creek Wealth Management Inc. | 0.18% | Add +11.6% | 36,570 | $1.5M |
| Shearwater Capital LLC | 1.07% | Add +7.6% | 35,304 | $1.5M |
| BCU Wealth Advisors, LLC | 1.23% | Add +11.7% | 35,135 | $1.4M |
| SageView Advisory Group, LLC | 0.07% | New | 35,127 | $1.4M |
| Samalin Investment Counsel, LLC | 0.69% | Reduce -19.8% | 34,936 | $1.4M |
| PBMares Wealth Management LLC | 0.35% | Reduce -4.6% | 32,831 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.56% | Add +13.3% | 31,357 | $1.3M |
| Northwest Wealth Management, LLC | 0.33% | Reduce -14.0% | 28,966 | $1.2M |
| Total Wealth Planning, LLC | 0.19% | Reduce -2.7% | 26,914 | $1.1M |
| Nwam LLC | 0.08% | Add +1.7% | 24,503 | $1.0M |
| TCP Asset Management, LLC | 0.25% | Add +7.9% | 22,545 | $930K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -12.4% | 22,366 | $923K |
| Axxcess Wealth Management, LLC | 0.02% | Add +8.0% | 18,531 | $764K |
| Foster Group, Inc. | 0.04% | New | 18,130 | $748K |
| Firethorn Wealth Partners, LLC | 0.44% | Reduce -32.8% | 17,991 | $742K |
| Porter White Investment Advisors, Inc. | 0.37% | New | 16,846 | $695K |
| Monograph Wealth Advisors, LLC | 0.10% | No change | 16,105 | $664K |
| FMB Wealth Management | 0.53% | Add +10.3% | 15,989 | $660K |
| Centennial Bank | 0.32% | New | 15,385 | $635K |
| Applied Capital LLC | 0.36% | No change | 14,793 | $610K |
| WPWealth LLP | 0.15% | New | 14,095 | $581K |
| Equitable Holdings, Inc. | 0.01% | Add +99.4% | 12,281 | $507K |
| Drive Wealth Management, LLC | 0.14% | Reduce -16.1% | 11,891 | $490K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 11,823 | $488K |
| Annapolis Financial Services, LLC | 0.16% | Reduce -83.1% | 11,468 | $473K |
| Onyx Financial Advisors, LLC | 0.29% | New | 11,214 | $463K |
| Lam Group, Inc. | 0.34% | Add +0.1% | 10,130 | $418K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +0.5% | 9,457 | $390K |
| Visionary Horizons, LLC | 0.29% | Add +13.9% | 9,140 | $373K |
| SC&H Financial Advisors, Inc. | 0.09% | No change | 8,834 | $364K |
| HFG Wealth Management, LLC | 0.21% | Add +3.0% | 8,703 | $359K |
| Phillips Financial Management, LLC | 0.02% | No change | 6,728 | $278K |
| Chico Wealth RIA | 0.25% | No change | 6,363 | $262K |
| Bridge Advisory, LLC | 0.13% | Reduce -32.4% | 6,229 | $257K |
| Mgo One Seven LLC | 0.01% | Reduce -8.3% | 6,014 | $248K |
| Royal Bank of Canada | 0.00% | Add +74.0% | 5,697 | $235K |
| Global Trust Asset Management, LLC | 0.09% | No change | 5,578 | $230K |
| Rehmann Capital Advisory Group | 0.02% | No change | 5,572 | $230K |
| M&T Bank Corp | 0.00% | New | 5,562 | $229K |
| Meredith Wealth Planning | 0.13% | Add +0.3% | 5,511 | $227K |
| KFG Wealth Management, LLC | 0.09% | New | 5,502 | $227K |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 4,926 | $203K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.3% | 4,259 | $176K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.3% | 3,440 | $142K |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.8% | 3,162 | $130K |
| Principal Securities, Inc. | 0.00% | No change | 2,904 | $120K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -49.9% | 2,765 | $114K |
| UBS Group AG | 0.00% | Reduce -3.3% | 1,941 | $80K |
| Elevate Wealth Advisory, Inc. | 0.07% | Reduce -61.1% | 1,919 | $79K |
| Mather Group, Llc. | 0.00% | New | 1,585 | $65K |
| Spire Wealth Management | 0.00% | New | 1,559 | $64K |
| Private Ocean, LLC | 0.00% | New | 851 | $35K |
| Aspire Private Capital, LLC | 0.01% | Add +28.5% | 545 | $22K |
| Smartleaf Asset Management LLC | 0.00% | New | 428 | $18K |
| Orion Capital Management LLC | 0.01% | No change | 307 | $13K |
| Qube Research & Technologies Ltd | 0.00% | No change | 245 | $10K |
| SJS Investment Consulting Inc. | 0.00% | New | 167 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 21 | $866 |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.