Dimensional Inflation-ProtecDFIPETF
13F holders, Q2 2024 (June 30)100holders +6
11new positions
11sold out
1famous investor
$40.91avg. 13F price*
At the end of Q2 2024, 100 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 6 from Q1 2024. 11 opened new positions and 11 sold out. The largest holders were Matson Money. Inc. ($84.2M), Heirloom Wealth Management ($38.8M) and Hill Investment Group Partners, LLC ($33.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $117.5M |
| Exits | 11 | $7.7M |
All 13F filers, Q1 2024 → Q2 2024: 3,665,664 shares bought and 404,650 shares sold, net +3,261,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Matson Money. Inc. | 2.80% | New | 2,051,960 | $84.2M |
| Heirloom Wealth Management | 12.58% | Add +12.6% | 951,084 | $38.8M |
| Hill Investment Group Partners, LLC | 4.48% | Reduce -1.4% | 811,109 | $33.3M |
| Planning Center, Inc. | 3.94% | New | 738,576 | $30.2M |
| CPA Asset Management Group, LLC | 8.75% | Add +0.7% | 400,191 | $16.3M |
| Geometric Wealth Advisors | 3.20% | Add +167.4% | 381,715 | $15.6M |
| Larson Financial Group LLC | 0.91% | Reduce -8.7% | 325,719 | $13.3M |
| Rather & Kittrell, Inc. | 3.43% | Add +14.2% | 305,173 | $12.5M |
| Market Street Wealth Management Advisors LLC | 1.87% | Add +4.3% | 267,161 | $10.9M |
| Five Oceans Advisors | 4.35% | Reduce -5.6% | 203,001 | $8.3M |
| Austin Wealth Management, LLC | 1.93% | Add +10.5% | 199,509 | $8.2M |
| Leading Edge Financial Planning LLC | 3.22% | Add +5.4% | 196,464 | $8.0M |
| Core Wealth Management, Inc. | 3.09% | Add +6.8% | 186,301 | $7.6M |
| Stratos Investment Management, LLC | 0.58% | Add +98.5% | 171,577 | $7.0M |
| BetterWealth, LLC | 1.89% | Add +11.6% | 145,415 | $5.9M |
| Physician Wealth Solutions Inc. | 4.22% | Add +24.5% | 144,668 | $5.9M |
| Apella Capital, LLC | 0.25% | Reduce -3.8% | 134,298 | $5.5M |
| Sensible Financial Planning & Management, LLC. | 1.11% | Reduce -19.2% | 125,640 | $5.1M |
| IFP Advisors, Inc | 0.19% | Add +6.7% | 117,840 | $4.8M |
| Plan Group Financial, LLC | 2.80% | Add +7.9% | 112,105 | $4.6M |
| Level Financial Advisors | 1.98% | Add +41.5% | 111,828 | $4.6M |
| Krilogy Financial LLC | 0.27% | Add +26.0% | 88,180 | $3.6M |
| Hemington Wealth Management | 1.20% | Add +12.5% | 87,113 | $3.6M |
| Sterling Financial Planning, Inc. | 1.44% | Reduce -9.3% | 86,678 | $3.5M |
| Altiora Financial Group, LLC | 0.83% | Reduce -0.5% | 84,709 | $3.5M |
| Klingman & Associates, LLC | 0.23% | Reduce -4.7% | 83,806 | $3.4M |
| Forum Financial Management, LP | 0.06% | Reduce -5.3% | 82,341 | $3.4M |
| Monograph Wealth Advisors, LLC | 0.42% | Add +341.9% | 71,166 | $2.9M |
| Saxony Capital Management, LLC | 3.05% | Add +18.4% | 67,880 | $2.8M |
| Awm Capital, LLC | 0.40% | Add +3.9% | 65,073 | $2.7M |
| Citadel Advisors | 0.00% | Add +23.4% | 61,110 | $2.5M |
| Spinnaker Investment Group, LLC | 0.69% | Add +12.8% | 61,102 | $2.5M |
| Root Financial Partners, LLC | 0.56% | Reduce -29.3% | 58,859 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -57.2% | 47,866 | $2.0M |
| Midwest Heritage Bank, FSB | 0.98% | Add +7.0% | 47,419 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +2.1% | 45,639 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 43,292 | $1.8M |
| BCU Wealth Advisors, LLC | 1.23% | Add +16.5% | 40,930 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +4.4% | 38,809 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.17% | Add +0.7% | 36,842 | $1.5M |
| Shearwater Capital LLC | 1.09% | Add +3.3% | 36,474 | $1.5M |
| Samalin Investment Counsel, LLC | 0.67% | Add +0.1% | 34,962 | $1.4M |
| PBMares Wealth Management LLC | 0.33% | Reduce -0.2% | 32,765 | $1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.57% | Add +3.4% | 32,437 | $1.3M |
| Allworth Financial LP | 0.01% | New | 30,630 | $1.3M |
| Total Wealth Planning, LLC | 0.19% | Add +6.3% | 28,618 | $1.2M |
| Northwest Wealth Management, LLC | 0.29% | Reduce -4.9% | 27,536 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +104.9% | 25,168 | $1.0M |
| TCP Asset Management, LLC | 0.24% | Add +4.8% | 23,633 | $965K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 21,481 | $877K |
| FMB Wealth Management | 0.62% | Add +25.1% | 20,002 | $817K |
| Centennial Bank | 0.39% | Add +25.1% | 19,254 | $786K |
| Foster Group, Inc. | 0.03% | Reduce -0.2% | 18,094 | $739K |
| Porter White Investment Advisors, Inc. | 0.39% | Add +6.1% | 17,879 | $730K |
| Vestia Personal Wealth Advisors | 0.71% | — | 16,256 | $664K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 16,174 | $660K |
| Applied Capital LLC | 0.35% | No change | 14,793 | $604K |
| Onyx Financial Advisors, LLC | 0.36% | Add +31.1% | 14,705 | $600K |
| Firethorn Wealth Partners, LLC | 0.33% | Reduce -19.7% | 14,440 | $590K |
| LPL Financial LLC | 0.00% | Add +180.5% | 13,817 | $564K |
| Visionary Horizons, LLC | 0.34% | Add +25.4% | 11,460 | $468K |
| Annapolis Financial Services, LLC | 0.15% | Reduce -2.0% | 11,237 | $459K |
| Royal Bank of Canada | 0.00% | Add +92.7% | 10,978 | $449K |
| Drive Wealth Management, LLC | 0.12% | Reduce -10.1% | 10,691 | $437K |
| Two West Capital Advisors LLC | 0.41% | — | 10,589 | $432K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.4% | 10,475 | $428K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 10,428 | $426K |
| HFG Wealth Management, LLC | 0.26% | Add +13.1% | 9,841 | $402K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +1.9% | 9,635 | $393K |
| SC&H Financial Advisors, Inc. | 0.08% | Reduce -12.4% | 7,735 | $316K |
| Meredith Wealth Planning | 0.16% | Add +32.1% | 7,280 | $297K |
| Lynx Investment Advisory | 0.22% | — | 7,160 | $292K |
| Chico Wealth RIA | 0.26% | Add +9.9% | 6,991 | $285K |
| KFG Wealth Management, LLC | 0.11% | Add +24.2% | 6,835 | $279K |
| Phillips Financial Management, LLC | 0.02% | No change | 6,728 | $275K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,572 | $268K |
| Jane Street Group, LLC | 0.00% | New | 5,607 | $229K |
| Rehmann Capital Advisory Group | 0.02% | No change | 5,572 | $228K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -1.8% | 5,478 | $224K |
| Mgo One Seven LLC | 0.01% | Reduce -14.9% | 5,117 | $209K |
| Blossom Wealth Management | 0.45% | New | 5,016 | $205K |
| Lam Group, Inc. | 0.16% | Reduce -54.5% | 4,610 | $188K |
| Osaic Holdings, Inc. | 0.00% | Add +33.9% | 4,607 | $188K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.1% | 4,306 | $176K |
| Aspire Private Capital, LLC | 0.04% | Add +644.4% | 4,057 | $166K |
| Tortoise Investment Management, LLC | 0.02% | Add +40.7% | 3,890 | $159K |
| JPMorgan Chase & Co. | 0.00% | Add +0.8% | 3,186 | $130K |
| Principal Securities, Inc. | 0.00% | Add +4.6% | 3,038 | $124K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 2,272 | $94K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 1,919 | $78K |
| Spire Wealth Management | 0.00% | Reduce -26.9% | 1,140 | $47K |
| Private Ocean, LLC | 0.00% | No change | 851 | $35K |
| Coston, McIsaac & Partners | 0.01% | New | 551 | $22K |
| Morgan Stanley | 0.00% | New | 491 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 428 | $18K |
| Orion Capital Management LLC | 0.01% | Add +17.3% | 360 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.3% | 188 | $8K |
| Wells Fargo & Company | 0.00% | New | 86 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 77 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 21 | $858 |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.