Dimensional Inflation-ProtecDFIPETF
13F holders, Q4 2024 (December 31)128holders +18
12new positions
8sold out
1famous investor
$40.51avg. 13F price*
At the end of Q4 2024, 128 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 18 from Q3 2024. 12 opened new positions and 8 sold out. The largest holders were Matson Money. Inc. ($142.3M), Heirloom Wealth Management ($42.6M) and Hill Investment Group Partners, LLC ($32.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $15.3M |
| Exits | 8 | $7.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,438,951 shares bought and 499,469 shares sold, net +939,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Matson Money. Inc. | 5.11% | Add +0.7% | 3,515,199 | $142.3M |
| Heirloom Wealth Management | 12.77% | Add +6.0% | 1,050,930 | $42.6M |
| Hill Investment Group Partners, LLC | 4.33% | Reduce -0.6% | 797,983 | $32.3M |
| Planning Center, Inc. | 3.87% | Add +1.3% | 754,100 | $30.5M |
| Geometric Wealth Advisors | 3.32% | Add +4.9% | 451,112 | $18.3M |
| CPA Asset Management Group, LLC | 7.92% | Add +3.7% | 420,965 | $17.0M |
| Rather & Kittrell, Inc. | 3.61% | Add +14.2% | 379,623 | $15.4M |
| Physician Wealth Solutions Inc. | 7.20% | Add +0.5% | 354,914 | $14.4M |
| Pinney & Scofield, Inc. | 10.77% | — | 351,400 | $14.2M |
| Leading Edge Financial Planning LLC | 4.60% | Add +39.8% | 345,959 | $14.0M |
| Five Oceans Advisors | 6.20% | Add +64.3% | 334,056 | $13.5M |
| Stratos Investment Management, LLC | 0.75% | Add +44.7% | 308,036 | $12.5M |
| Market Street Wealth Management Advisors LLC | 1.92% | Add +5.0% | 283,103 | $11.5M |
| Yardley Wealth Management LLC | 5.41% | Add +16.1% | 273,504 | $11.1M |
| Larson Financial Group LLC | 0.55% | Reduce -13.8% | 261,158 | $10.6M |
| Hemington Wealth Management | 2.53% | Add +34.3% | 248,427 | $10.1M |
| Austin Wealth Management, LLC | 1.87% | Add +5.6% | 222,066 | $9.0M |
| Core Wealth Management, Inc. | 3.19% | Add +8.2% | 201,570 | $8.2M |
| KFG Wealth Management, LLC | 1.35% | Add +72.8% | 178,118 | $7.2M |
| Sensible Financial Planning & Management, LLC. | 1.46% | Add +31.3% | 173,641 | $7.0M |
| Level Financial Advisors | 2.42% | Add +22.8% | 163,027 | $6.6M |
| Scratch Capital LLC | 7.28% | — | 147,217 | $6.0M |
| Apella Capital, LLC | 0.23% | Add +9.7% | 146,255 | $5.9M |
| David Wealth Management LLC | 4.84% | — | 144,719 | $5.9M |
| Plan Group Financial, LLC | 2.63% | Add +2.2% | 122,827 | $5.0M |
| Vestment Financial LLC | 3.65% | — | 118,037 | $4.8M |
| IFP Advisors, Inc | 0.15% | Reduce -3.1% | 111,696 | $4.5M |
| Monograph Wealth Advisors, LLC | 0.59% | Add +10.1% | 110,067 | $4.5M |
| Flow Traders U.S. LLC | 0.17% | New | 105,665 | $4.3M |
| Fortitude Family Office, LLC | 1.52% | New | 104,851 | $4.2M |
| Krilogy Financial LLC | 0.26% | Add +6.3% | 97,921 | $4.0M |
| Sterling Financial Planning, Inc. | 1.44% | Reduce -4.7% | 96,527 | $3.9M |
| Grove Street Fiduciary, LLC | 2.00% | — | 94,280 | $3.8M |
| Citadel Advisors | 0.00% | New | 90,886 | $3.7M |
| BCU Wealth Advisors, LLC | 2.07% | Add +96.9% | 89,401 | $3.6M |
| Forum Financial Management, LP | 0.06% | Add +0.4% | 82,555 | $3.3M |
| Altiora Financial Group, LLC | 0.72% | Add +13.4% | 81,468 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +117.8% | 73,862 | $3.0M |
| Awm Capital, LLC | 0.36% | Reduce -4.4% | 72,934 | $3.0M |
| Tru Independence Asset Management 2, LLC | 1.84% | Reduce -49.7% | 54,637 | $2.2M |
| Essential Planning, LLC. | 0.01% | New | 52,393 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.8% | 52,944 | $2.1M |
| LPL Financial LLC | 0.00% | Add +101.9% | 50,751 | $2.1M |
| Curio Wealth, LLC | 1.02% | — | 46,857 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +1.5% | 46,100 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +98.4% | 43,391 | $1.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.70% | Add +24.8% | 42,530 | $1.7M |
| Shearwater Capital LLC | 1.06% | Add +1.5% | 38,738 | $1.6M |
| Entrewealth, LLC | 1.41% | — | 36,116 | $1.5M |
| SageView Advisory Group, LLC | 0.07% | Add +2.6% | 37,484 | $1.5M |
| Willow Creek Wealth Management Inc. | 0.15% | Reduce -2.7% | 35,942 | $1.5M |
| Nwam LLC | 0.09% | Add +14.3% | 34,502 | $1.4M |
| Samalin Investment Counsel, LLC | 0.60% | Reduce -4.1% | 34,328 | $1.4M |
| Klingman & Associates, LLC | 0.08% | Reduce -59.9% | 32,841 | $1.3M |
| PBMares Wealth Management LLC | 0.26% | Reduce -2.4% | 31,270 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.9% | 30,924 | $1.3M |
| TCP Asset Management, LLC | 0.28% | Add +15.8% | 30,843 | $1.2M |
| Root Financial Partners, LLC | 0.15% | Reduce -36.0% | 30,665 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.62% | Add +18.4% | 30,150 | $1.2M |
| Total Wealth Planning, LLC | 0.18% | Add +12.5% | 28,895 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +5.5% | 27,572 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -7.8% | 25,786 | $1.0M |
| Vestia Personal Wealth Advisors | 0.85% | Add +42.3% | 25,453 | $1.0M |
| Onyx Financial Advisors, LLC | 0.54% | Add +68.0% | 24,379 | $987K |
| FMB Wealth Management | 0.55% | Add +17.9% | 24,260 | $982K |
| Centennial Bank | 0.44% | Add +14.8% | 22,856 | $925K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -34.4% | 22,408 | $907K |
| Equitable Holdings, Inc. | 0.01% | Reduce -30.6% | 21,920 | $888K |
| Midwest Heritage Bank, FSB | 0.37% | Reduce -58.6% | 19,873 | $805K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +21.4% | 19,766 | $800K |
| Tortoise Investment Management, LLC | 0.08% | Add +379.3% | 18,643 | $755K |
| Northwest Wealth Management, LLC | 0.16% | Reduce -32.6% | 18,584 | $752K |
| Foster Group, Inc. | 0.03% | No change | 18,094 | $733K |
| CreativeOne Wealth, LLC | 0.02% | Add +40.1% | 17,674 | $716K |
| XY Planning Network, Inc. | 0.54% | — | 17,602 | $713K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +8.7% | 16,847 | $682K |
| Saxony Capital Management, LLC | 0.56% | Reduce -76.5% | 15,771 | $639K |
| Firethorn Wealth Partners, LLC | 0.30% | Add +1.3% | 15,011 | $608K |
| Applied Capital LLC | 0.31% | Add +1.4% | 14,995 | $607K |
| Royal Bank of Canada | 0.00% | Add +11.2% | 14,512 | $588K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.5% | 14,337 | $581K |
| Burk Holdings LLC | 0.43% | — | 13,113 | $531K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +18.9% | 13,048 | $528K |
| Modera Wealth Management, LLC | 0.01% | New | 12,833 | $520K |
| Visionary Horizons, LLC | 0.32% | Add +3.4% | 12,175 | $493K |
| Aspire Private Capital, LLC | 0.11% | Add +6.7% | 10,690 | $433K |
| Note Advisors, LLC | 0.38% | — | 10,619 | $430K |
| HFG Wealth Management, LLC | 0.28% | Add +1.9% | 10,030 | $424K |
| SageOak Financial, LLC | 0.37% | — | 9,944 | $403K |
| Two West Capital Advisors LLC | 0.34% | Add +10.2% | 9,905 | $401K |
| Drive Wealth Management, LLC | 0.09% | Reduce -11.7% | 9,225 | $374K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +7.3% | 9,170 | $371K |
| Spinnaker Investment Group, LLC | 0.09% | Reduce -44.1% | 8,873 | $359K |
| Stewardship Advisors, LLC | 0.10% | Add +20.6% | 8,513 | $345K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.0% | 7,790 | $315K |
| Lynx Investment Advisory | 0.21% | Add +0.7% | 7,575 | $307K |
| Betterment LLC | 0.00% | Add +28.7% | 7,142 | $289K |
| First Financial Group Corp | 0.29% | — | 6,445 | $261K |
| Lam Group, Inc. | 0.18% | Reduce -14.5% | 6,185 | $250K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +3.0% | 5,890 | $238K |
| Berger Financial Group, Inc | 0.02% | New | 5,631 | $228K |
| Blossom Wealth Management | 0.43% | Add +4.4% | 5,481 | $222K |
| Truist Financial Corp. | 0.00% | Reduce -20.2% | 5,447 | $221K |
| Verisail Partners, LLC | 0.10% | — | 5,141 | $208K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.7% | 4,362 | $177K |
| Bridge Generations Wealth Management LLC | 0.10% | — | 3,652 | $148K |
| Osaic Holdings, Inc. | 0.00% | Add +8.3% | 3,343 | $135K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +43.2% | 3,267 | $134K |
| Principal Securities, Inc. | 0.00% | Add +2.1% | 3,103 | $126K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.9% | 3,034 | $123K |
| Phillips Financial Management, LLC | 0.01% | Reduce -23.3% | 2,632 | $107K |
| City State Bank | 0.04% | New | 2,500 | $101K |
| Citigroup Inc. | 0.00% | Add +66.9% | 2,317 | $94K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 1,953 | $79K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -64.8% | 1,804 | $73K |
| Nemes Rush Group LLC | 0.00% | New | 969 | $39K |
| Cwm, LLC | 0.00% | No change | 785 | $32K |
| Coston, McIsaac & Partners | 0.01% | Add +0.9% | 560 | $22K |
| Smartleaf Asset Management LLC | 0.00% | No change | 428 | $17K |
| Orion Capital Management LLC | 0.01% | New | 325 | $13K |
| Qube Research & Technologies Ltd | 0.00% | No change | 188 | $8K |
| AE Wealth Management LLC | 0.00% | New | 95 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 77 | $3K |
| Bank of America Corp. | 0.00% | New | 22 | $891 |
| Harbour Investments, Inc. | 0.00% | No change | 21 | $850 |
| AdvisorNet Financial, Inc | 0.00% | New | 20 | $810 |
| Morgan Stanley | 0.00% | Reduce -98.6% | 16 | $648 |
| Park Square Financial Group, LLC | 0.00% | — | 13 | $526 |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.