Dimensional Inflation-ProtecDFIPETF
13F holders, Q3 2025 (September 30)146holders +8
14new positions
5sold out
1famous investor
$42.23avg. 13F price*
At the end of Q3 2025, 146 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 8 from Q2 2025. 14 opened new positions and 5 sold out. The largest holders were Matson Money. Inc. ($150.9M), Heirloom Wealth Management ($45.0M) and Hemington Wealth Management ($38.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $30.2M |
| Exits | 5 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,879,295 shares bought and 265,854 shares sold, net +1,613,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Matson Money. Inc. | 4.97% | Add +0.0% | 3,573,547 | $150.9M |
| Heirloom Wealth Management | 10.87% | Add +8.4% | 1,065,660 | $45.0M |
| Hemington Wealth Management | 5.01% | Add +19.2% | 912,827 | $38.5M |
| Planning Center, Inc. | 3.98% | Add +3.4% | 898,342 | $37.9M |
| Hill Investment Group Partners, LLC | 4.12% | Add +0.2% | 799,990 | $33.8M |
| Geometric Wealth Advisors | 2.93% | Add +4.5% | 521,234 | $22.0M |
| Insight Wealth Strategies, LLC | 2.23% | New | 449,081 | $19.0M |
| Rather & Kittrell, Inc. | 3.29% | Add +6.5% | 444,410 | $18.8M |
| Pinney & Scofield, Inc. | 11.61% | Add +10.6% | 442,607 | $18.7M |
| Leading Edge Financial Planning LLC | 4.50% | Add +11.0% | 424,590 | $17.9M |
| Stratos Investment Management, LLC | 0.74% | Add +21.3% | 423,631 | $17.9M |
| Physician Wealth Solutions Inc. | 6.84% | Add +5.8% | 370,885 | $15.7M |
| CPA Asset Management Group, LLC | 5.85% | Reduce -16.8% | 359,309 | $15.2M |
| Market Street Wealth Management Advisors LLC | 2.00% | Add +2.9% | 298,455 | $12.6M |
| Level Financial Advisors | 3.39% | Add +42.7% | 284,722 | $12.0M |
| Fortitude Family Office, LLC | 3.25% | Add +16.6% | 284,571 | $12.0M |
| Austin Wealth Management, LLC | 1.76% | Add +0.9% | 263,533 | $11.2M |
| Five Oceans Advisors | 3.95% | Reduce -0.2% | 254,317 | $10.7M |
| Scratch Capital LLC | 7.02% | Add +7.3% | 251,964 | $10.6M |
| Forum Financial Management, LP | 0.14% | Add +188.9% | 240,233 | $10.1M |
| Yardley Wealth Management LLC | 5.63% | Reduce -4.7% | 238,528 | $10.1M |
| Core Wealth Management, Inc. | 3.14% | Add +3.8% | 231,096 | $9.8M |
| Monograph Wealth Advisors, LLC | 0.94% | Add +61.5% | 220,269 | $9.3M |
| New Dimensions Wealth Management, LLC | 7.97% | Add +6.6% | 215,480 | $9.1M |
| KFG Wealth Management, LLC | 1.31% | Add +10.2% | 214,901 | $9.1M |
| Sensible Financial Planning & Management, LLC. | 1.49% | Add +13.9% | 194,181 | $8.2M |
| Apella Capital, LLC | 0.16% | Add +3.6% | 173,633 | $7.4M |
| Sterling Financial Planning, Inc. | 1.85% | Add +5.0% | 139,163 | $5.9M |
| Vestment Financial LLC | 3.32% | Add +5.3% | 137,367 | $5.8M |
| Krilogy Financial LLC | 0.20% | Add +23.8% | 129,318 | $5.4M |
| Larson Financial Group LLC | 0.19% | Reduce -29.7% | 128,623 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 118,619 | $5.0M |
| Citadel Advisors | 0.00% | New | 114,350 | $4.8M |
| BCU Wealth Advisors, LLC | 1.77% | Add +7.1% | 103,830 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.2% | 97,885 | $4.1M |
| Grove Street Fiduciary, LLC | 1.90% | Add +3.6% | 94,988 | $4.0M |
| Focus Partners Wealth | 0.01% | New | 95,931 | $3.9M |
| Altiora Financial Group, LLC | 0.64% | Add +0.3% | 82,231 | $3.5M |
| Awm Capital, LLC | 0.30% | Reduce -0.9% | 77,838 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Add +12.3% | 77,224 | $3.3M |
| Porter White Investment Advisors, Inc. | 1.33% | Add +53.1% | 73,510 | $3.1M |
| Assetmark, Inc. | 0.01% | Reduce -0.6% | 73,036 | $3.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.97% | Add +13.6% | 72,744 | $3.1M |
| Entrewealth, LLC | 1.55% | Add +16.0% | 71,338 | $3.0M |
| Plan Group Financial, LLC | 0.75% | Reduce -32.7% | 66,242 | $2.8M |
| Saxony Capital Management, LLC | 1.73% | Add +49.3% | 62,145 | $2.6M |
| Binnacle Investments Inc | 1.45% | Add +6.3% | 58,444 | $2.5M |
| Balanced Rock Investment Advisors LLC | 1.74% | Add +8.8% | 56,274 | $2.4M |
| CFS Investment Advisory Services, LLC | 0.16% | Add +0.9% | 49,472 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 45,433 | $1.9M |
| Nwam LLC | 0.10% | Add +5.7% | 43,229 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -1.8% | 42,859 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +20.7% | 41,629 | $1.8M |
| Shearwater Capital LLC | 1.01% | Add +1.8% | 40,480 | $1.7M |
| TCP Asset Management, LLC | 0.30% | Add +7.5% | 39,983 | $1.7M |
| Onyx Financial Advisors, LLC | 0.73% | Add +2.1% | 38,926 | $1.6M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.2% | 37,684 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.12% | Add +1.3% | 35,724 | $1.5M |
| Vestia Personal Wealth Advisors | 0.74% | Add +4.5% | 32,701 | $1.4M |
| FMB Wealth Management | 0.57% | Add +8.1% | 31,609 | $1.3M |
| Samalin Investment Counsel, LLC | 0.44% | Add +3.2% | 30,174 | $1.3M |
| PBMares Wealth Management LLC | 0.21% | Reduce -0.7% | 30,090 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 29,642 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Reduce -6.6% | 29,440 | $1.2M |
| Tortoise Investment Management, LLC | 0.10% | Add +0.1% | 26,923 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -1.3% | 25,869 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -26.4% | 24,946 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.3% | 24,165 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +4.3% | 24,039 | $1.0M |
| Centennial Bank | 0.40% | Add +6.9% | 23,809 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +10.8% | 23,534 | $994K |
| Total Wealth Planning, LLC | 0.11% | Add +4.1% | 22,389 | $946K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +13.4% | 21,489 | $907K |
| Northwest Wealth Management, LLC | 0.14% | Add +15.0% | 19,533 | $825K |
| XY Planning Network, Inc. | 0.28% | No change | 19,416 | $812K |
| Foster Group, Inc. | 0.02% | No change | 18,094 | $764K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 17,289 | $730K |
| Curio Wealth, LLC | 0.30% | Reduce -2.5% | 17,177 | $725K |
| LPL Financial LLC | 0.00% | Add +9.8% | 17,130 | $723K |
| Visionary Horizons, LLC | 0.36% | Add +3.7% | 15,236 | $643K |
| Jane Street Group, LLC | 0.00% | Reduce -27.5% | 15,227 | $643K |
| Applied Capital LLC | 0.26% | No change | 15,219 | $643K |
| Root Financial Partners, LLC | 0.04% | Add +33.6% | 14,683 | $620K |
| Firethorn Wealth Partners, LLC | 0.24% | Add +0.5% | 14,238 | $601K |
| Tru Independence Asset Management 2, LLC | 0.39% | Reduce -30.2% | 13,975 | $590K |
| Modera Wealth Management, LLC | 0.01% | No change | 12,833 | $542K |
| Aspire Private Capital, LLC | 0.11% | Add +1.9% | 12,383 | $523K |
| City State Bank | 0.15% | Add +94.4% | 12,150 | $513K |
| Foundations Investment Advisors, LLC | 0.01% | New | 11,980 | $506K |
| HFG Wealth Management, LLC | 0.24% | Reduce -2.5% | 10,653 | $450K |
| Note Advisors, LLC | 0.26% | Add +0.5% | 10,305 | $435K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +6.0% | 9,972 | $421K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -51.6% | 9,587 | $405K |
| Truist Financial Corp. | 0.00% | Add +34.0% | 9,366 | $396K |
| Strategic Investment Solutions, Inc. | 0.10% | Add +63.5% | 9,338 | $394K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.3% | 9,278 | $392K |
| Farther Finance Advisors, LLC | 0.01% | Add +189.8% | 9,004 | $380K |
| Stewardship Advisors, LLC | 0.09% | Reduce -6.4% | 8,990 | $380K |
| MB Generational Wealth, LLC | 0.23% | — | 8,546 | $361K |
| Blossom Wealth Management | 0.57% | Add +7.0% | 8,296 | $350K |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.