Dimensional Inflation-ProtecDFIPETF
13F holders, Q3 2024 (September 30)110holders +10
13new positions
4sold out
$42.11avg. 13F price*
At the end of Q3 2024, 110 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 10 from Q2 2024. 13 opened new positions and 4 sold out. The largest holders were Matson Money. Inc. ($147.6M), Heirloom Wealth Management ($41.9M) and Hill Investment Group Partners, LLC ($32.7M).
- Company
- Dimensional Inflation-Protec
- CUSIP
- 25434V856
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.6M |
| Exits | 4 | $2.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,433,274 shares bought and 219,812 shares sold, net +2,213,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Matson Money. Inc. | 5.07% | Add +70.1% | 3,490,382 | $147.6M |
| Heirloom Wealth Management | 13.07% | Add +4.2% | 991,305 | $41.9M |
| Hill Investment Group Partners, LLC | 4.54% | Reduce -1.0% | 802,782 | $32.7M |
| Planning Center, Inc. | 3.88% | Add +0.8% | 744,364 | $31.5M |
| Geometric Wealth Advisors | 3.36% | Add +12.6% | 429,870 | $18.2M |
| CPA Asset Management Group, LLC | 8.29% | Add +1.4% | 405,884 | $17.2M |
| Physician Wealth Solutions Inc. | 7.28% | Add +144.1% | 353,103 | $14.6M |
| Rather & Kittrell, Inc. | 3.44% | Add +9.0% | 332,558 | $14.1M |
| Larson Financial Group LLC | 0.73% | Reduce -6.9% | 303,158 | $12.8M |
| Market Street Wealth Management Advisors LLC | 1.87% | Add +0.9% | 269,488 | $11.4M |
| Leading Edge Financial Planning LLC | 3.51% | Add +26.0% | 247,564 | $10.5M |
| Yardley Wealth Management LLC | 5.91% | — | 235,514 | $10.0M |
| Stratos Investment Management, LLC | 0.63% | Add +24.1% | 212,885 | $9.0M |
| Austin Wealth Management, LLC | 1.95% | Add +5.5% | 210,375 | $8.9M |
| Five Oceans Advisors | 4.12% | Add +0.2% | 203,363 | $8.6M |
| Hemington Wealth Management | 2.06% | Add +112.4% | 185,037 | $7.6M |
| Core Wealth Management, Inc. | 3.09% | No change | 186,301 | $7.6M |
| BetterWealth, LLC | 1.95% | Add +7.3% | 155,988 | $6.6M |
| Apella Capital, LLC | 0.23% | Reduce -0.7% | 133,327 | $5.7M |
| Level Financial Advisors | 2.14% | Add +18.7% | 132,750 | $5.6M |
| Sensible Financial Planning & Management, LLC. | 1.10% | Add +5.3% | 132,247 | $5.6M |
| Plan Group Financial, LLC | 2.68% | Add +7.3% | 120,235 | $5.1M |
| IFP Advisors, Inc | 0.18% | Reduce -2.2% | 115,238 | $4.9M |
| Tru Independence Asset Management 2, LLC | 3.87% | — | 108,584 | $4.6M |
| KFG Wealth Management, LLC | 0.95% | Add +1407.6% | 103,046 | $4.4M |
| Sterling Financial Planning, Inc. | 1.58% | Add +16.9% | 101,303 | $4.3M |
| Monograph Wealth Advisors, LLC | 0.55% | Add +40.5% | 100,001 | $4.2M |
| Krilogy Financial LLC | 0.27% | Add +4.5% | 92,146 | $3.9M |
| Forum Financial Management, LP | 0.06% | Reduce -0.1% | 82,232 | $3.5M |
| Klingman & Associates, LLC | 0.21% | Reduce -2.4% | 81,817 | $3.5M |
| Awm Capital, LLC | 0.39% | Add +17.2% | 76,294 | $3.2M |
| Altiora Financial Group, LLC | 0.67% | Reduce -15.2% | 71,869 | $3.0M |
| Saxony Capital Management, LLC | 2.60% | Reduce -1.2% | 67,084 | $2.8M |
| Midwest Heritage Bank, FSB | 0.95% | Add +1.2% | 47,983 | $2.0M |
| Root Financial Partners, LLC | 0.32% | Reduce -18.6% | 47,905 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.16% | Reduce -0.5% | 45,423 | $1.9M |
| BCU Wealth Advisors, LLC | 1.14% | Add +10.9% | 45,398 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 44,554 | $1.9M |
| Shearwater Capital LLC | 1.11% | Add +4.7% | 38,178 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.16% | Add +0.2% | 36,924 | $1.6M |
| SageView Advisory Group, LLC | 0.08% | New | 36,550 | $1.5M |
| Samalin Investment Counsel, LLC | 0.66% | Add +2.4% | 35,786 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 34,153 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.57% | Add +5.1% | 34,081 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 33,912 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.8% | 32,167 | $1.4M |
| PBMares Wealth Management LLC | 0.28% | Reduce -2.2% | 32,053 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +25.6% | 31,599 | $1.3M |
| Nwam LLC | 0.08% | New | 30,192 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -8.7% | 27,980 | $1.2M |
| Northwest Wealth Management, LLC | 0.27% | Add +0.1% | 27,564 | $1.2M |
| TCP Asset Management, LLC | 0.26% | Add +12.7% | 26,628 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -32.6% | 26,146 | $1.1M |
| Total Wealth Planning, LLC | 0.17% | Reduce -10.3% | 25,676 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.54% | Add +42.5% | 25,470 | $1.1M |
| LPL Financial LLC | 0.00% | Add +81.9% | 25,132 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.8% | 21,874 | $925K |
| FMB Wealth Management | 0.49% | Add +2.8% | 20,568 | $870K |
| Centennial Bank | 0.39% | Add +3.4% | 19,903 | $841K |
| Foster Group, Inc. | 0.03% | No change | 18,094 | $765K |
| Vestia Personal Wealth Advisors | 0.71% | Add +10.0% | 17,883 | $756K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.7% | 16,280 | $688K |
| Spinnaker Investment Group, LLC | 0.16% | Reduce -74.0% | 15,886 | $672K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +48.7% | 15,505 | $656K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.9% | 15,175 | $642K |
| Firethorn Wealth Partners, LLC | 0.32% | Add +2.6% | 14,820 | $627K |
| Applied Capital LLC | 0.32% | No change | 14,793 | $625K |
| Onyx Financial Advisors, LLC | 0.34% | Reduce -1.3% | 14,514 | $614K |
| Royal Bank of Canada | 0.00% | Add +18.9% | 13,051 | $553K |
| Annapolis Financial Services, LLC | 0.16% | Add +16.2% | 13,061 | $552K |
| CreativeOne Wealth, LLC | 0.02% | New | 12,613 | $533K |
| Visionary Horizons, LLC | 0.33% | Add +2.8% | 11,780 | $498K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +66.9% | 10,970 | $464K |
| Drive Wealth Management, LLC | 0.12% | Reduce -2.3% | 10,444 | $442K |
| Aspire Private Capital, LLC | 0.10% | Add +146.9% | 10,016 | $423K |
| HFG Wealth Management, LLC | 0.26% | No change | 9,841 | $402K |
| Two West Capital Advisors LLC | 0.31% | Reduce -15.1% | 8,991 | $380K |
| Jane Street Group, LLC | 0.00% | Add +59.7% | 8,954 | $379K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -11.3% | 8,548 | $361K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.7% | 7,787 | $329K |
| Lynx Investment Advisory | 0.23% | Add +5.1% | 7,526 | $318K |
| Lam Group, Inc. | 0.22% | Add +56.9% | 7,235 | $306K |
| Stewardship Advisors, LLC | 0.08% | New | 7,061 | $299K |
| Chico Wealth RIA | 0.25% | No change | 6,991 | $296K |
| Truist Financial Corp. | 0.00% | New | 6,824 | $289K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,719 | $242K |
| Rehmann Capital Advisory Group | 0.02% | No change | 5,572 | $236K |
| Betterment LLC | 0.00% | New | 5,550 | $235K |
| Blossom Wealth Management | 0.45% | Add +4.7% | 5,252 | $222K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -6.6% | 5,118 | $216K |
| GTS Securities LLC | 0.00% | New | 4,871 | $206K |
| Mgo One Seven LLC | 0.01% | Reduce -7.4% | 4,740 | $200K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.6% | 4,332 | $183K |
| Tortoise Investment Management, LLC | 0.02% | No change | 3,890 | $164K |
| Phillips Financial Management, LLC | 0.01% | Reduce -49.0% | 3,433 | $145K |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 3,331 | $141K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.0% | 3,087 | $131K |
| Principal Securities, Inc. | 0.00% | No change | 3,038 | $128K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +0.4% | 2,281 | $96K |
| Elevate Wealth Advisory, Inc. | 0.06% | Add +1.8% | 1,953 | $83K |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.