Dimensional Inflation-ProtecDFIPETF
13F holders, Q4 2025 (December 31)160holders +14
19new positions
11sold out
1famous investor
$41.56avg. 13F price*
At the end of Q4 2025, 160 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 14 from Q3 2025. 19 opened new positions and 11 sold out. The largest holders were Matson Money. Inc. ($155.3M), Beacon Pointe Advisors, LLC ($47.1M) and Heirloom Wealth Management ($45.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $20.5M |
| Exits | 11 | $21.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,012,723 shares bought and 1,012,026 shares sold, net +2,000,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Matson Money. Inc. | 4.91% | Add +4.5% | 3,735,599 | $155.3M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +6458.4% | 1,133,875 | $47.1M |
| Heirloom Wealth Management | 10.53% | Add +2.9% | 1,096,011 | $45.5M |
| Planning Center, Inc. | 4.31% | Add +13.2% | 1,016,625 | $42.2M |
| Hill Investment Group Partners, LLC | 3.97% | Add +0.3% | 802,608 | $33.4M |
| Geometric Wealth Advisors | 2.81% | Add +0.9% | 525,921 | $21.9M |
| Pinney & Scofield, Inc. | 12.27% | Add +17.6% | 520,444 | $21.6M |
| Rather & Kittrell, Inc. | 3.38% | Add +13.8% | 505,517 | $21.0M |
| Leading Edge Financial Planning LLC | 4.50% | Add +12.0% | 475,655 | $19.8M |
| Stratos Investment Management, LLC | 0.74% | Add +5.2% | 445,779 | $18.5M |
| Fortitude Family Office, LLC | 4.17% | Add +50.6% | 428,494 | $17.8M |
| Physician Wealth Solutions Inc. | 6.93% | Add +6.1% | 393,446 | $16.3M |
| Level Financial Advisors | 3.52% | Add +12.4% | 320,062 | $13.3M |
| Scratch Capital LLC | 8.66% | Add +26.4% | 318,495 | $13.2M |
| Market Street Wealth Management Advisors LLC | 1.95% | Add +0.9% | 301,097 | $12.5M |
| Austin Wealth Management, LLC | 1.68% | Add +3.5% | 272,681 | $11.3M |
| Yardley Wealth Management LLC | 5.96% | Add +13.2% | 270,023 | $11.2M |
| Five Oceans Advisors | 3.74% | Add +0.1% | 254,432 | $10.6M |
| Savant Capital, LLC | 0.06% | New | 241,114 | $10.0M |
| Core Wealth Management, Inc. | 3.12% | Add +4.2% | 240,688 | $10.0M |
| KFG Wealth Management, LLC | 1.29% | Add +7.8% | 231,701 | $9.6M |
| New Dimensions Wealth Management, LLC | 8.06% | Add +5.3% | 226,896 | $9.4M |
| Monograph Wealth Advisors, LLC | 0.91% | Add +1.8% | 224,135 | $9.3M |
| Apella Capital, LLC | 0.15% | Add +8.7% | 188,708 | $7.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.13% | Add +152.7% | 183,849 | $7.7M |
| CPA Asset Management Group, LLC | 2.41% | Reduce -54.0% | 165,469 | $6.9M |
| Forum Financial Management, LP | 0.09% | Reduce -31.7% | 164,063 | $6.8M |
| Sterling Financial Planning, Inc. | 1.94% | Add +11.2% | 154,691 | $6.4M |
| Vestment Financial LLC | 3.33% | Add +12.3% | 154,322 | $6.4M |
| Financial Plan, Inc. | 0.70% | — | 146,870 | $6.1M |
| Krilogy Financial LLC | 0.20% | Add +6.9% | 138,286 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.2% | 138,253 | $5.7M |
| Larson Financial Group LLC | 0.17% | Reduce -7.3% | 119,284 | $5.0M |
| BCU Wealth Advisors, LLC | 1.80% | Add +8.7% | 112,903 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.0% | 112,720 | $4.7M |
| Ares Financial Consulting, LLC | 3.93% | — | 99,250 | $4.1M |
| McCartney Wealth Management LLC | 3.53% | — | 98,448 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -17.1% | 94,857 | $3.9M |
| Grove Street Fiduciary, LLC | 1.65% | Reduce -0.2% | 94,826 | $3.9M |
| Porter White Investment Advisors, Inc. | 1.52% | Add +21.6% | 89,362 | $3.7M |
| Awm Capital, LLC | 0.32% | Add +9.1% | 84,892 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Add +8.3% | 83,630 | $3.5M |
| Altiora Financial Group, LLC | 0.56% | Reduce -4.4% | 78,596 | $3.3M |
| Entrewealth, LLC | 1.42% | Add +5.4% | 75,187 | $3.1M |
| Assetmark, Inc. | 0.01% | Reduce -1.2% | 72,128 | $3.0M |
| Broadhurst Jeffrey B | 2.77% | — | 64,223 | $2.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +601.5% | 63,162 | $2.6M |
| Foundry Financial LLC | 1.32% | — | 60,372 | $2.5M |
| Yeomans Consulting Group, Inc. | 0.73% | New | 59,722 | $2.5M |
| Balanced Rock Investment Advisors LLC | 1.76% | Add +5.8% | 59,543 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.16% | Add +9.0% | 53,941 | $2.2M |
| Nwam LLC | 0.12% | Add +15.8% | 50,056 | $2.1M |
| Amicus Financial Advisors, LLC | 0.56% | — | 48,084 | $2.0M |
| MB Generational Wealth, LLC | 1.05% | Add +459.3% | 47,794 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +4.1% | 44,617 | $1.9M |
| Onyx Financial Advisors, LLC | 0.75% | Add +9.2% | 42,500 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 42,143 | $1.8M |
| Shearwater Capital LLC | 1.00% | Add +3.9% | 42,069 | $1.7M |
| TCP Asset Management, LLC | 0.29% | Add +4.4% | 41,729 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.9% | 40,818 | $1.7M |
| Plan Group Financial, LLC | 0.44% | Reduce -39.0% | 40,442 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +325.6% | 39,862 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +57.0% | 39,169 | $1.6M |
| SageView Advisory Group, LLC | 0.05% | Add +2.9% | 38,758 | $1.6M |
| City State Bank | 0.44% | Add +216.1% | 38,400 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.25% | New | 33,840 | $1.4M |
| Vestia Personal Wealth Advisors | 0.70% | Add +1.7% | 33,260 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | New | 33,194 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -65.8% | 32,827 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +32.1% | 31,752 | $1.3M |
| FMB Wealth Management | 0.52% | Reduce -0.1% | 31,589 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.3% | 30,317 | $1.3M |
| Samalin Investment Counsel, LLC | 0.44% | Reduce -0.7% | 29,955 | $1.2M |
| Tortoise Investment Management, LLC | 0.10% | Add +0.1% | 26,942 | $1.1M |
| Klingman & Associates, LLC | 0.05% | Reduce -8.5% | 26,933 | $1.1M |
| Allworth Financial LP | 0.00% | Add +1.2% | 26,187 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 25,391 | $1.1M |
| Pioneer Wealth Management Group | 0.32% | New | 25,279 | $1.1M |
| Centennial Bank | 0.41% | Add +5.5% | 25,122 | $1.0M |
| XY Planning Network, Inc. | 0.18% | Add +26.3% | 24,527 | $1.0M |
| LPL Financial LLC | 0.00% | Add +40.6% | 24,092 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +39.6% | 21,256 | $883K |
| SeedSafe Financial LLC | 0.73% | — | 19,915 | $828K |
| Foster Group, Inc. | 0.02% | No change | 18,094 | $752K |
| Cwm, LLC | 0.00% | Add +3501.4% | 17,755 | $738K |
| Coston, McIsaac & Partners | 0.17% | Add +137.4% | 17,253 | $716K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -14.9% | 16,624 | $691K |
| Greenspring Advisors, LLC | 0.04% | New | 16,032 | $666K |
| Saxony Capital Management, LLC | 0.40% | Reduce -74.5% | 15,828 | $658K |
| Applied Capital LLC | 0.24% | Add +0.5% | 15,299 | $636K |
| Curio Wealth, LLC | 0.22% | Reduce -12.8% | 14,974 | $623K |
| Visionary Horizons, LLC | 0.31% | Reduce -5.8% | 14,346 | $596K |
| Firethorn Wealth Partners, LLC | 0.22% | Reduce -0.7% | 14,144 | $588K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.4% | 13,467 | $560K |
| Aspire Private Capital, LLC | 0.12% | Add +5.8% | 13,097 | $544K |
| Modera Wealth Management, LLC | 0.01% | No change | 12,833 | $533K |
| Donalies Financial Planning, LLC | 0.45% | — | 12,812 | $532K |
| Tru Independence Asset Management 2, LLC | 0.32% | Reduce -12.9% | 12,167 | $506K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +23.5% | 11,839 | $492K |
| Root Financial Partners, LLC | 0.03% | Reduce -19.9% | 11,760 | $489K |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.