Dimensional Inflation-ProtecDFIPETF
13F holders, Q1 2025 (March 31)139holders +11
12new positions
3sold out
1famous investor
$42.22avg. 13F price*
At the end of Q1 2025, 139 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 11 from Q4 2024. 12 opened new positions and 3 sold out. The largest holders were Matson Money. Inc. ($150.6M), Heirloom Wealth Management ($43.2M) and Planning Center, Inc. ($35.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.9M |
| Exits | 3 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,308,354 shares bought and 506,756 shares sold, net +801,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Matson Money. Inc. | 5.48% | Add +1.6% | 3,573,124 | $150.6M |
| Heirloom Wealth Management | 12.38% | Reduce -2.4% | 1,025,828 | $43.2M |
| Planning Center, Inc. | 4.24% | Add +12.7% | 849,966 | $35.8M |
| Hill Investment Group Partners, LLC | 4.57% | Reduce -1.0% | 789,684 | $33.3M |
| Hemington Wealth Management | 4.70% | Add +189.6% | 719,376 | $30.3M |
| Geometric Wealth Advisors | 3.58% | Add +10.4% | 497,976 | $21.0M |
| CPA Asset Management Group, LLC | 7.83% | Add +0.3% | 422,132 | $17.8M |
| Rather & Kittrell, Inc. | 3.83% | Add +10.6% | 419,710 | $17.7M |
| Pinney & Scofield, Inc. | 12.22% | Add +14.1% | 400,986 | $16.9M |
| Leading Edge Financial Planning LLC | 4.70% | Add +3.3% | 357,263 | $15.0M |
| Physician Wealth Solutions Inc. | 7.44% | Reduce -1.0% | 351,418 | $14.8M |
| Stratos Investment Management, LLC | 0.73% | Add +6.2% | 326,994 | $13.8M |
| Market Street Wealth Management Advisors LLC | 2.03% | Add +0.3% | 284,005 | $12.0M |
| Five Oceans Advisors | 4.96% | Reduce -26.3% | 246,180 | $10.4M |
| Yardley Wealth Management LLC | 5.99% | Reduce -11.7% | 241,401 | $10.2M |
| Austin Wealth Management, LLC | 2.02% | Add +8.7% | 241,472 | $10.1M |
| Larson Financial Group LLC | 0.47% | Reduce -10.2% | 234,463 | $9.9M |
| Core Wealth Management, Inc. | 3.38% | Add +3.9% | 209,407 | $8.8M |
| New Dimensions Wealth Management, LLC | 8.28% | — | 196,631 | $8.3M |
| KFG Wealth Management, LLC | 1.46% | Add +6.9% | 190,357 | $8.0M |
| Scratch Capital LLC | 8.17% | Add +27.6% | 187,869 | $7.9M |
| Level Financial Advisors | 2.68% | Add +14.9% | 187,253 | $7.9M |
| Sensible Financial Planning & Management, LLC. | 1.56% | Add +6.7% | 185,332 | $7.8M |
| Apella Capital, LLC | 0.24% | Add +13.5% | 166,051 | $6.9M |
| Fortitude Family Office, LLC | 2.20% | Add +39.2% | 145,975 | $6.1M |
| David Wealth Management LLC | 5.04% | Reduce -1.2% | 143,012 | $6.0M |
| Plan Group Financial, LLC | 2.06% | Add +11.3% | 136,740 | $5.8M |
| Monograph Wealth Advisors, LLC | 0.74% | Add +18.0% | 129,881 | $5.5M |
| Sterling Financial Planning, Inc. | 1.91% | Add +29.5% | 125,011 | $5.3M |
| Vestment Financial LLC | 3.74% | Add +4.6% | 123,462 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.6% | 118,619 | $5.0M |
| Krilogy Financial LLC | 0.28% | Add +5.0% | 102,776 | $4.3M |
| IFP Advisors, Inc | 0.13% | Reduce -9.8% | 100,791 | $4.2M |
| Grove Street Fiduciary, LLC | 2.01% | Reduce -0.0% | 94,239 | $4.0M |
| Forum Financial Management, LP | 0.06% | Add +3.9% | 85,798 | $3.6M |
| BCU Wealth Advisors, LLC | 1.82% | Reduce -7.0% | 83,097 | $3.5M |
| Altiora Financial Group, LLC | 0.73% | Add +0.1% | 81,573 | $3.4M |
| Awm Capital, LLC | 0.38% | Add +6.3% | 77,540 | $3.3M |
| Flow Traders U.S. LLC | 0.12% | Reduce -37.1% | 66,440 | $2.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.94% | Add +30.8% | 55,634 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 53,723 | $2.3M |
| Saxony Capital Management, LLC | 1.96% | Add +236.6% | 53,086 | $2.2M |
| Binnacle Investments Inc | 1.61% | — | 52,480 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.18% | Add +6.0% | 48,857 | $2.1M |
| Entrewealth, LLC | 1.56% | Add +33.1% | 48,074 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +7.8% | 46,780 | $2.0M |
| Porter White Investment Advisors, Inc. | 0.94% | Add +49.8% | 45,172 | $1.9M |
| Curio Wealth, LLC | 0.99% | Reduce -99.9% | 56 | $1.9M |
| Nwam LLC | 0.14% | Add +15.0% | 39,665 | $1.7M |
| Tru Independence Asset Management 2, LLC | 1.24% | Reduce -27.7% | 39,498 | $1.7M |
| Shearwater Capital LLC | 1.16% | Add +1.6% | 39,374 | $1.7M |
| SageView Advisory Group, LLC | 0.07% | Add +0.3% | 37,592 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.15% | Add +0.0% | 35,956 | $1.5M |
| Samalin Investment Counsel, LLC | 0.59% | Add +0.3% | 34,428 | $1.4M |
| TCP Asset Management, LLC | 0.32% | Add +11.2% | 34,298 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +54.3% | 33,829 | $1.4M |
| Klingman & Associates, LLC | 0.08% | No change | 32,841 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +14.2% | 31,474 | $1.3M |
| PBMares Wealth Management LLC | 0.26% | Reduce -1.1% | 30,926 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 30,795 | $1.3M |
| FMB Wealth Management | 0.70% | Add +23.1% | 29,874 | $1.3M |
| Total Wealth Planning, LLC | 0.19% | Add +2.4% | 29,592 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +28.4% | 28,763 | $1.2M |
| Root Financial Partners, LLC | 0.12% | Reduce -9.8% | 27,670 | $1.2M |
| Vestia Personal Wealth Advisors | 0.91% | Add +6.8% | 27,193 | $1.1M |
| Allworth Financial LP | 0.01% | Add +0.7% | 25,971 | $1.1M |
| Onyx Financial Advisors, LLC | 0.57% | Add +4.9% | 25,565 | $1.1M |
| Centennial Bank | 0.46% | Add +0.3% | 22,934 | $966K |
| CreativeOne Wealth, LLC | 0.03% | Add +24.6% | 22,020 | $927K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +27.6% | 21,503 | $906K |
| Tortoise Investment Management, LLC | 0.09% | Add +12.0% | 20,888 | $880K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.8% | 19,408 | $817K |
| Envestnet Asset Management Inc. | 0.00% | Add +29.4% | 18,554 | $781K |
| Foster Group, Inc. | 0.03% | No change | 18,094 | $762K |
| XY Planning Network, Inc. | 0.50% | Add +1.7% | 17,895 | $754K |
| Northwest Wealth Management, LLC | 0.14% | Reduce -10.2% | 16,684 | $703K |
| Royal Bank of Canada | 0.00% | Add +8.5% | 15,742 | $663K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +17.9% | 15,384 | $648K |
| Applied Capital LLC | 0.31% | Add +1.6% | 15,236 | $642K |
| LPL Financial LLC | 0.00% | Reduce -70.4% | 15,022 | $633K |
| Firethorn Wealth Partners, LLC | 0.28% | Reduce -7.2% | 13,936 | $587K |
| Burk Holdings LLC | 0.42% | Add +1.8% | 13,352 | $562K |
| Modera Wealth Management, LLC | 0.01% | No change | 12,833 | $540K |
| Citadel Advisors | 0.00% | Reduce -86.0% | 12,739 | $536K |
| Visionary Horizons, LLC | 0.38% | Add +3.9% | 12,655 | $533K |
| Aspire Private Capital, LLC | 0.11% | Add +2.6% | 10,969 | $462K |
| Note Advisors, LLC | 0.37% | Reduce -0.1% | 10,609 | $447K |
| HFG Wealth Management, LLC | 0.26% | Add +6.4% | 10,675 | $432K |
| Stewardship Advisors, LLC | 0.11% | Add +15.7% | 9,850 | $415K |
| SageOak Financial, LLC | 0.36% | Reduce -2.6% | 9,686 | $408K |
| Glass Jacobson Investment Advisors llc | 0.12% | No change | 9,170 | $371K |
| Jane Street Group, LLC | 0.00% | New | 8,796 | $370K |
| Betterment LLC | 0.00% | Add +19.9% | 8,565 | $361K |
| Drive Wealth Management, LLC | 0.08% | Reduce -8.4% | 8,453 | $356K |
| Townsquare Capital LLC | 0.00% | New | 8,224 | $346K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +36.2% | 8,021 | $338K |
| Midwest Heritage Bank, FSB | 0.14% | Reduce -59.7% | 8,013 | $337K |
| Lynx Investment Advisory | 0.22% | Add +1.5% | 7,692 | $324K |
| SC&H Financial Advisors, Inc. | 0.06% | Reduce -1.3% | 7,689 | $324K |
| Blossom Wealth Management | 0.58% | Add +25.6% | 6,886 | $290K |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.