Dimensional Inflation-ProtecDFIPETF
13F holders, Q1 2026 (March 31)165holders +5
21new positions
16sold out
$41.73avg. 13F price*
At the end of Q1 2026, 165 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 5 from Q4 2025. 21 opened new positions and 16 sold out. The largest holders were Matson Money. Inc. ($162.1M), Beacon Pointe Advisors, LLC ($47.3M) and Planning Center, Inc. ($44.2M).
- Company
- Dimensional Inflation-Protec
- CUSIP
- 25434V856
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $7.1M |
| Exits | 16 | $11.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,116,355 shares bought and 1,488,875 shares sold, net −372,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Matson Money. Inc. | 4.97% | Add +4.0% | 3,885,941 | $162.1M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +0.1% | 1,134,670 | $47.3M |
| Planning Center, Inc. | 4.48% | Add +4.2% | 1,058,790 | $44.2M |
| Hill Investment Group Partners, LLC | 3.65% | Reduce -1.4% | 791,225 | $33.0M |
| Pinney & Scofield, Inc. | 12.71% | Add +8.5% | 564,887 | $23.6M |
| Rather & Kittrell, Inc. | 3.44% | Add +5.6% | 533,670 | $22.3M |
| Leading Edge Financial Planning LLC | 4.52% | Add +8.3% | 515,024 | $21.5M |
| Geometric Wealth Advisors | 2.67% | Reduce -2.7% | 511,563 | $21.3M |
| Fortitude Family Office, LLC | 4.73% | Add +17.7% | 504,266 | $21.0M |
| Stratos Investment Management, LLC | 0.78% | Add +4.5% | 466,060 | $19.4M |
| Physician Wealth Solutions Inc. | 7.39% | Add +8.8% | 427,914 | $17.9M |
| Scratch Capital LLC | 8.34% | Add +9.6% | 349,021 | $14.6M |
| Level Financial Advisors | 3.65% | Add +7.0% | 342,611 | $14.3M |
| Market Street Wealth Management Advisors LLC | 2.01% | Add +1.3% | 305,143 | $12.7M |
| Yardley Wealth Management LLC | 6.16% | Add +6.7% | 288,125 | $12.0M |
| KFG Wealth Management, LLC | 1.38% | Add +10.1% | 255,045 | $10.6M |
| Five Oceans Advisors | 3.84% | Reduce 0.0% | 254,425 | $10.6M |
| Core Wealth Management, Inc. | 3.24% | Add +5.4% | 253,735 | $10.6M |
| Savant Capital, LLC | 0.05% | Reduce -0.4% | 240,173 | $10.0M |
| New Dimensions Wealth Management, LLC | 8.35% | Add +3.7% | 235,276 | $9.8M |
| Monograph Wealth Advisors, LLC | 0.92% | Add +4.1% | 233,375 | $9.7M |
| Apella Capital, LLC | 0.14% | Add +20.5% | 227,411 | $9.6M |
| Financial Plan, Inc. | 0.87% | Add +31.7% | 193,415 | $8.1M |
| Heirloom Wealth Management | 1.44% | Reduce -82.5% | 192,214 | $8.0M |
| Austin Wealth Management, LLC | 1.71% | Reduce -34.1% | 179,713 | $7.5M |
| Sterling Financial Planning, Inc. | 2.11% | Add +10.4% | 170,748 | $7.1M |
| Forum Financial Management, LP | 0.10% | Reduce -0.4% | 163,359 | $6.8M |
| Vestment Financial LLC | 3.15% | Add +2.7% | 158,546 | $6.7M |
| CPA Asset Management Group, LLC | 2.06% | Reduce -10.9% | 147,462 | $6.2M |
| Krilogy Financial LLC | 0.20% | Add +4.3% | 144,234 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 136,938 | $5.7M |
| Foundry Financial LLC | 2.11% | Add +97.9% | 119,478 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.5% | 117,827 | $4.9M |
| BCU Wealth Advisors, LLC | 1.80% | Add +2.7% | 116,000 | $4.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.29% | Reduce -40.0% | 110,231 | $4.6M |
| Ares Financial Consulting, LLC | 3.43% | Add +5.3% | 104,508 | $4.4M |
| McCartney Wealth Management LLC | 3.51% | Add +1.6% | 100,011 | $4.2M |
| Porter White Investment Advisors, Inc. | 1.57% | Add +5.5% | 94,247 | $3.9M |
| Grove Street Fiduciary, LLC | 1.71% | Reduce -1.7% | 93,188 | $3.9M |
| Larson Financial Group LLC | 0.12% | Reduce -27.7% | 86,230 | $3.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +35.4% | 85,525 | $3.6M |
| Awm Capital, LLC | 0.32% | Reduce -1.2% | 83,841 | $3.5M |
| Entrewealth, LLC | 1.52% | Add +8.1% | 81,267 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.9% | 78,733 | $3.3M |
| Altiora Financial Group, LLC | 0.54% | No change | 78,596 | $3.3M |
| Assetmark, Inc. | 0.01% | Reduce -2.0% | 70,663 | $2.9M |
| Broadhurst Jeffrey B | 2.82% | Add +2.7% | 65,967 | $2.8M |
| Balanced Rock Investment Advisors LLC | 1.80% | Add +3.4% | 61,553 | $2.6M |
| City State Bank | 0.66% | Add +57.7% | 60,567 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.16% | Add +4.9% | 56,576 | $2.4M |
| Amicus Financial Advisors, LLC | 0.64% | Add +16.1% | 55,838 | $2.3M |
| MB Generational Wealth, LLC | 1.27% | Add +15.2% | 55,075 | $2.3M |
| Onyx Financial Advisors, LLC | 0.94% | Add +27.2% | 54,057 | $2.3M |
| Nwam LLC | 0.13% | Add +4.8% | 52,471 | $2.2M |
| Merit Financial Group, LLC | 0.02% | New | 48,690 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +22.5% | 47,986 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 47,739 | $2.0M |
| TCP Asset Management, LLC | 0.25% | Add +12.2% | 46,799 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +2.5% | 45,726 | $1.9M |
| Shearwater Capital LLC | 0.93% | Add +1.1% | 42,539 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 40,160 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.7% | 38,474 | $1.6M |
| Creative Planning | 0.00% | New | 36,985 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Reduce -5.5% | 36,620 | $1.5M |
| Centennial Bank | 0.50% | Add +32.9% | 33,380 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +4.8% | 33,286 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +228.2% | 33,165 | $1.4M |
| Vestia Personal Wealth Advisors | 0.62% | Reduce -4.3% | 31,840 | $1.3M |
| FMB Wealth Management | 0.55% | No change | 31,589 | $1.3M |
| XY Planning Network, Inc. | 0.20% | Add +23.2% | 30,219 | $1.3M |
| Samalin Investment Counsel, LLC | 0.44% | Reduce -1.1% | 29,612 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -14.4% | 28,083 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 27,452 | $1.1M |
| Tortoise Investment Management, LLC | 0.09% | No change | 26,942 | $1.1M |
| LPL Financial LLC | 0.00% | Add +10.8% | 26,705 | $1.1M |
| Klingman & Associates, LLC | 0.05% | Reduce -0.9% | 26,685 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 26,065 | $1.1M |
| Plan Group Financial, LLC | 0.24% | Reduce -39.5% | 24,471 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.8% | 24,319 | $1.0M |
| Cwm, LLC | 0.00% | Add +34.6% | 23,904 | $997K |
| SeedSafe Financial LLC | 0.68% | No change | 19,915 | $831K |
| Foster Group, Inc. | 0.02% | No change | 18,094 | $755K |
| Coston, McIsaac & Partners | 0.16% | Reduce -4.0% | 16,567 | $691K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -0.7% | 16,505 | $689K |
| Greenspring Advisors, LLC | 0.04% | Add +2.6% | 16,452 | $686K |
| Visionary Horizons, LLC | 0.33% | Add +11.9% | 16,049 | $670K |
| Kane Co Wealth Management, Inc. | 0.52% | Add +39.3% | 14,745 | $615K |
| Curio Wealth, LLC | 0.21% | Reduce -2.3% | 14,633 | $610K |
| Essential Planning, LLC. | 0.19% | Add +77.7% | 14,573 | $608K |
| Firethorn Wealth Partners, LLC | 0.21% | Reduce -2.0% | 13,854 | $578K |
| Citigroup Inc. | 0.00% | Add +39.6% | 13,193 | $550K |
| Saxony Capital Management, LLC | 0.32% | Reduce -17.4% | 13,074 | $545K |
| Modera Wealth Management, LLC | 0.01% | No change | 12,833 | $535K |
| Donalies Financial Planning, LLC | 0.45% | Reduce -1.6% | 12,608 | $526K |
| Tru Independence Asset Management 2, LLC | 0.31% | No change | 12,167 | $508K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +2.4% | 12,117 | $506K |
| Aspire Private Capital, LLC | 0.11% | Reduce -11.7% | 11,559 | $482K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -17.3% | 11,142 | $465K |
| HFG Wealth Management, LLC | 0.25% | Add +0.9% | 10,746 | $448K |
| Root Financial Partners, LLC | 0.02% | Reduce -8.9% | 10,711 | $447K |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.