Dimensional Inflation-ProtecDFIPETF
13F holders, Q2 2025 (June 30)138holders −1
9new positions
10sold out
$41.81avg. 13F price*
At the end of Q2 2025, 138 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, down 1 from Q1 2025. 9 opened new positions and 10 sold out. The largest holders were Matson Money. Inc. ($149.4M), Heirloom Wealth Management ($41.1M) and Planning Center, Inc. ($36.3M).
- Company
- Dimensional Inflation-Protec
- CUSIP
- 25434V856
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.8M |
| Exits | 10 | $4.5M |
All 13F filers, Q1 2025 → Q2 2025: 863,611 shares bought and 493,348 shares sold, net +370,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Matson Money. Inc. | 5.18% | Add +0.0% | 3,573,335 | $149.4M |
| Heirloom Wealth Management | 10.85% | Reduce -4.1% | 983,348 | $41.1M |
| Planning Center, Inc. | 4.02% | Add +2.2% | 868,594 | $36.3M |
| Hill Investment Group Partners, LLC | 4.35% | Add +1.1% | 798,105 | $33.4M |
| Hemington Wealth Management | 4.64% | Add +6.5% | 765,886 | $32.0M |
| Geometric Wealth Advisors | 3.12% | Add +0.2% | 498,824 | $20.9M |
| CPA Asset Management Group, LLC | 7.59% | Add +2.4% | 432,044 | $18.1M |
| Rather & Kittrell, Inc. | 3.46% | Reduce -0.6% | 417,381 | $17.5M |
| Pinney & Scofield, Inc. | 11.33% | Reduce -0.2% | 400,303 | $16.7M |
| Leading Edge Financial Planning LLC | 4.45% | Add +7.1% | 382,545 | $16.0M |
| Physician Wealth Solutions Inc. | 6.79% | Reduce -0.3% | 350,435 | $14.7M |
| Stratos Investment Management, LLC | 0.67% | Add +6.8% | 349,242 | $14.6M |
| Market Street Wealth Management Advisors LLC | 1.98% | Add +2.2% | 290,171 | $12.1M |
| Austin Wealth Management, LLC | 1.94% | Add +8.2% | 261,287 | $10.9M |
| Five Oceans Advisors | 4.55% | Add +3.5% | 254,918 | $10.7M |
| Yardley Wealth Management LLC | 5.72% | Add +3.7% | 250,286 | $10.5M |
| Fortitude Family Office, LLC | 3.38% | Add +67.1% | 243,967 | $10.2M |
| Scratch Capital LLC | 7.99% | Add +25.0% | 234,900 | $9.8M |
| Core Wealth Management, Inc. | 3.28% | Add +6.4% | 222,731 | $9.3M |
| New Dimensions Wealth Management, LLC | 7.71% | Add +2.8% | 202,204 | $8.4M |
| Level Financial Advisors | 2.60% | Add +6.6% | 199,579 | $8.3M |
| KFG Wealth Management, LLC | 1.31% | Add +2.4% | 194,955 | $8.2M |
| Larson Financial Group LLC | 0.31% | Reduce -21.9% | 183,032 | $7.7M |
| Sensible Financial Planning & Management, LLC. | 1.35% | Reduce -8.0% | 170,489 | $7.1M |
| Apella Capital, LLC | 0.19% | Add +0.9% | 167,513 | $7.0M |
| David Wealth Management LLC | 4.74% | Add +6.4% | 152,228 | $6.4M |
| Monograph Wealth Advisors, LLC | 0.70% | Add +5.0% | 136,427 | $5.7M |
| Sterling Financial Planning, Inc. | 1.85% | Add +6.1% | 132,599 | $5.5M |
| Vestment Financial LLC | 3.45% | Add +5.7% | 130,432 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 118,619 | $5.0M |
| Krilogy Financial LLC | 0.25% | Add +1.6% | 104,458 | $4.4M |
| Plan Group Financial, LLC | 1.35% | Reduce -28.1% | 98,375 | $4.1M |
| BCU Wealth Advisors, LLC | 1.82% | Add +16.7% | 96,949 | $4.1M |
| Grove Street Fiduciary, LLC | 1.85% | Reduce -2.8% | 91,644 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +354.0% | 84,242 | $3.5M |
| Forum Financial Management, LP | 0.05% | Reduce -3.1% | 83,158 | $3.5M |
| Altiora Financial Group, LLC | 0.67% | Add +0.5% | 81,946 | $3.4M |
| Awm Capital, LLC | 0.35% | Add +1.3% | 78,517 | $3.3M |
| Assetmark, Inc. | 0.01% | New | 73,475 | $3.1M |
| Park Avenue Securities LLC | 0.03% | New | 68,750 | $2.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.93% | Add +15.1% | 64,038 | $2.7M |
| Entrewealth, LLC | 1.78% | Add +27.9% | 61,488 | $2.6M |
| Binnacle Investments Inc | 1.50% | Add +4.8% | 54,982 | $2.3M |
| Balanced Rock Investment Advisors LLC | 1.70% | New | 51,707 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +0.4% | 49,050 | $2.1M |
| Porter White Investment Advisors, Inc. | 0.93% | Add +6.3% | 48,010 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.2% | 46,095 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -6.7% | 43,643 | $1.8M |
| Saxony Capital Management, LLC | 1.33% | Reduce -21.6% | 41,633 | $1.7M |
| Nwam LLC | 0.10% | Add +3.2% | 40,917 | $1.7M |
| Shearwater Capital LLC | 1.05% | Add +1.0% | 39,773 | $1.7M |
| Onyx Financial Advisors, LLC | 0.76% | Add +49.1% | 38,116 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Add +0.4% | 37,743 | $1.6M |
| TCP Asset Management, LLC | 0.31% | Add +8.4% | 37,197 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.13% | Reduce -1.9% | 35,279 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +1.9% | 34,488 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +115.3% | 33,891 | $1.4M |
| Klingman & Associates, LLC | 0.07% | Reduce -4.0% | 31,534 | $1.3M |
| Vestia Personal Wealth Advisors | 0.90% | Add +15.1% | 31,286 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.2% | 31,111 | $1.3M |
| PBMares Wealth Management LLC | 0.23% | Reduce -2.1% | 30,290 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 30,059 | $1.3M |
| Samalin Investment Counsel, LLC | 0.47% | Reduce -15.0% | 29,250 | $1.2M |
| FMB Wealth Management | 0.58% | Reduce -2.1% | 29,242 | $1.2M |
| Tortoise Investment Management, LLC | 0.11% | Add +28.8% | 26,908 | $1.1M |
| Allworth Financial LP | 0.01% | Add +0.9% | 26,199 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +4.7% | 23,043 | $963K |
| Centennial Bank | 0.39% | Reduce -2.9% | 22,269 | $931K |
| Total Wealth Planning, LLC | 0.11% | Reduce -27.3% | 21,509 | $899K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -1.2% | 21,243 | $888K |
| Jane Street Group, LLC | 0.00% | Add +138.8% | 21,008 | $878K |
| Tru Independence Asset Management 2, LLC | 0.57% | Reduce -49.3% | 20,023 | $837K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +146.8% | 19,798 | $828K |
| XY Planning Network, Inc. | 0.28% | Add +8.5% | 19,416 | $812K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +23.2% | 18,951 | $792K |
| Foster Group, Inc. | 0.03% | No change | 18,094 | $757K |
| Curio Wealth, LLC | 0.32% | Add +31346.4% | 17,610 | $736K |
| Northwest Wealth Management, LLC | 0.13% | Add +1.8% | 16,991 | $710K |
| Burk Holdings LLC | 0.41% | Add +17.0% | 15,619 | $653K |
| LPL Financial LLC | 0.00% | Add +3.9% | 15,604 | $652K |
| Applied Capital LLC | 0.28% | Reduce -0.1% | 15,219 | $636K |
| Visionary Horizons, LLC | 0.39% | Add +16.1% | 14,691 | $614K |
| Firethorn Wealth Partners, LLC | 0.26% | Add +1.6% | 14,166 | $592K |
| UBS Group AG | 0.00% | New | 13,967 | $584K |
| Modera Wealth Management, LLC | 0.01% | No change | 12,833 | $537K |
| Aspire Private Capital, LLC | 0.12% | Add +10.8% | 12,155 | $508K |
| HFG Wealth Management, LLC | 0.28% | Add +2.3% | 10,920 | $460K |
| Root Financial Partners, LLC | 0.04% | Reduce -60.3% | 10,989 | $459K |
| Note Advisors, LLC | 0.30% | Reduce -3.4% | 10,250 | $429K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,692 | $405K |
| Stewardship Advisors, LLC | 0.10% | Reduce -2.5% | 9,608 | $402K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +2.6% | 9,408 | $393K |
| Sax Wealth Advisors, LLC | 0.02% | Add +52.9% | 8,243 | $345K |
| Betterment LLC | 0.00% | Reduce -6.9% | 7,972 | $333K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -59.1% | 7,933 | $332K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +1.1% | 7,775 | $325K |
| Lynx Investment Advisory | 0.21% | Add +1.1% | 7,774 | $325K |
| Blossom Wealth Management | 0.57% | Add +12.6% | 7,753 | $324K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 7,102 | $297K |
| Truist Financial Corp. | 0.00% | Add +1.5% | 6,991 | $292K |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.