Dimensional Inflation-ProtecDFIPETF
13F holders, Q2 2026 (June 30)169holders +4
12new positions
8sold out
1famous investor
$41.28avg. 13F price*
At the end of Q2 2026, 169 institutions reported holding Dimensional Inflation-Protec (DFIP) in their 13F filings, up 4 from Q1 2026. 12 opened new positions and 8 sold out. The largest holders were Matson Money. Inc. ($169.9M), Beacon Pointe Advisors, LLC ($48.8M) and Planning Center, Inc. ($44.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $12.1M |
| Exits | 8 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,625,604 shares bought and 483,611 shares sold, net +1,141,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Matson Money. Inc. | 4.73% | Add +5.6% | 4,102,699 | $169.9M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +4.2% | 1,182,158 | $48.8M |
| Planning Center, Inc. | 4.23% | Add +2.5% | 1,085,533 | $44.8M |
| Hill Investment Group Partners, LLC | 3.24% | Reduce -2.7% | 769,537 | $31.7M |
| Pinney & Scofield, Inc. | 12.42% | Add +9.0% | 615,557 | $25.4M |
| Rather & Kittrell, Inc. | 3.38% | Add +10.0% | 586,834 | $24.2M |
| Leading Edge Financial Planning LLC | 4.27% | Add +12.7% | 580,584 | $24.0M |
| Fortitude Family Office, LLC | 4.38% | Add +7.9% | 543,933 | $22.4M |
| Geometric Wealth Advisors | 2.37% | Add +3.8% | 531,015 | $21.9M |
| Stratos Investment Management, LLC | 0.73% | Add +5.2% | 490,315 | $20.2M |
| Physician Wealth Solutions Inc. | 7.24% | Add +8.1% | 462,726 | $19.1M |
| Level Financial Advisors | 3.34% | Add +5.8% | 362,625 | $15.0M |
| Scratch Capital LLC | 7.17% | Add +0.3% | 350,137 | $14.4M |
| Core Wealth Management, Inc. | 3.66% | Add +24.3% | 315,342 | $13.0M |
| Yardley Wealth Management LLC | 5.90% | Add +9.3% | 315,060 | $13.0M |
| Market Street Wealth Management Advisors LLC | 1.82% | Add +1.6% | 310,187 | $12.8M |
| KFG Wealth Management, LLC | 1.23% | Add +3.9% | 264,903 | $10.9M |
| Savant Capital, LLC | 0.03% | Add +9.9% | 263,878 | $10.9M |
| New Dimensions Wealth Management, LLC | 8.00% | Add +9.1% | 256,742 | $10.6M |
| Five Oceans Advisors | 3.37% | No change | 254,425 | $10.5M |
| Monograph Wealth Advisors, LLC | 0.80% | Add +1.6% | 237,163 | $9.8M |
| Apella Capital, LLC | 0.14% | Add +2.5% | 233,025 | $9.6M |
| Financial Plan, Inc. | 0.91% | Add +19.6% | 231,318 | $9.5M |
| Heirloom Wealth Management | 1.13% | Reduce -1.8% | 188,774 | $7.8M |
| Austin Wealth Management, LLC | 1.58% | Add +1.0% | 181,479 | $7.5M |
| Sterling Financial Planning, Inc. | 2.02% | Add +5.3% | 179,710 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.6% | 162,472 | $6.7M |
| Vestment Financial LLC | 2.94% | Add +0.5% | 159,371 | $6.6M |
| Forum Financial Management, LP | 0.08% | Reduce -10.3% | 146,508 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.2% | 146,317 | $6.0M |
| Foundry Financial LLC | 1.93% | Add +16.0% | 138,594 | $5.7M |
| BCU Wealth Advisors, LLC | 1.75% | Add +10.0% | 127,636 | $5.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.26% | Add +13.6% | 125,241 | $5.2M |
| Ares Financial Consulting, LLC | 3.21% | Add +3.7% | 108,404 | $4.5M |
| McCartney Wealth Management LLC | 3.32% | Add +6.1% | 106,130 | $4.4M |
| Wealthspire Advisors, LLC | 0.02% | New | 100,344 | $4.1M |
| Park Avenue Securities LLC | 0.03% | Add +24.1% | 97,723 | $4.0M |
| Porter White Investment Advisors, Inc. | 1.55% | Add +3.5% | 97,595 | $4.0M |
| Awm Capital, LLC | 0.32% | Add +16.0% | 97,231 | $4.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +12.5% | 96,227 | $4.0M |
| Grove Street Fiduciary, LLC | 1.62% | Reduce -0.3% | 92,861 | $3.8M |
| Entrewealth, LLC | 1.39% | Add +13.9% | 92,575 | $3.8M |
| Flow Traders U.S. LLC | 0.15% | New | 87,453 | $3.6M |
| Altiora Financial Group, LLC | 0.51% | Add +0.5% | 78,994 | $3.3M |
| City State Bank | 0.73% | Add +28.3% | 77,711 | $3.2M |
| Amicus Financial Advisors, LLC | 0.78% | Add +38.2% | 77,154 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +8.6% | 76,723 | $3.2M |
| Brighton Jones LLC | 0.06% | Add +1335.3% | 74,292 | $3.1M |
| Balanced Rock Investment Advisors LLC | 1.78% | Add +12.2% | 69,050 | $2.8M |
| MB Generational Wealth, LLC | 1.33% | Add +19.8% | 65,950 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Add +30.2% | 63,389 | $2.6M |
| CFS Investment Advisory Services, LLC | 0.16% | Add +2.0% | 57,729 | $2.4M |
| Citadel Advisors | 0.00% | New | 56,616 | $2.3M |
| Nwam LLC | 0.12% | Add +6.8% | 56,035 | $2.3M |
| TCP Asset Management, LLC | 0.26% | Add +18.0% | 55,207 | $2.3M |
| Onyx Financial Advisors, LLC | 0.81% | Add +0.3% | 54,231 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +57.4% | 52,375 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.1% | 52,083 | $2.1M |
| LPL Financial LLC | 0.00% | Add +78.0% | 47,530 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +12.2% | 43,151 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +5.5% | 42,361 | $1.7M |
| XY Planning Network, Inc. | 0.21% | Add +34.3% | 40,592 | $1.7M |
| Saxony Capital Management, LLC | 0.76% | Add +208.5% | 40,339 | $1.7M |
| Vestia Personal Wealth Advisors | 0.64% | Add +24.8% | 39,739 | $1.6M |
| Shearwater Capital LLC | 0.78% | Reduce -6.8% | 39,646 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.8% | 36,068 | $1.5M |
| FMB Wealth Management | 0.54% | Add +13.2% | 35,756 | $1.5M |
| Larson Financial Group LLC | 0.04% | Reduce -58.6% | 35,672 | $1.5M |
| Creative Planning | 0.00% | Reduce -6.2% | 34,682 | $1.4M |
| Centennial Bank | 0.45% | Add +1.5% | 33,892 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Reduce -8.1% | 33,648 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +11.0% | 31,167 | $1.3M |
| Samalin Investment Counsel, LLC | 0.40% | Add +2.9% | 30,470 | $1.3M |
| Krilogy Financial LLC | 0.04% | Reduce -79.9% | 29,022 | $1.2M |
| Tortoise Investment Management, LLC | 0.09% | Add +6.3% | 28,642 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 27,985 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Add +116.1% | 27,733 | $1.1M |
| Klingman & Associates, LLC | 0.05% | No change | 26,685 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -1.3% | 25,730 | $1.1M |
| CPA Asset Management Group, LLC | 0.30% | Reduce -83.1% | 24,935 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 24,667 | $1.0M |
| Kane Co Wealth Management, Inc. | 0.70% | Add +51.7% | 22,366 | $923K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 21,421 | $884K |
| Plan Group Financial, LLC | 0.18% | Reduce -16.1% | 20,528 | $847K |
| SeedSafe Financial LLC | 0.58% | Reduce -1.5% | 19,613 | $809K |
| Essential Planning, LLC. | 0.22% | Add +31.5% | 19,164 | $791K |
| Coston, McIsaac & Partners | 0.16% | Add +14.8% | 19,023 | $784K |
| Meritas Wealth Management, LLC | 0.30% | Add +146.4% | 18,520 | $764K |
| Foster Group, Inc. | 0.02% | No change | 18,094 | $746K |
| Royal Bank of Canada | 0.00% | Reduce -64.8% | 16,908 | $698K |
| Aspire Private Capital, LLC | 0.14% | Add +44.9% | 16,749 | $691K |
| Visionary Horizons, LLC | 0.28% | Add +1.5% | 16,294 | $672K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -1.5% | 16,264 | $671K |
| Citigroup Inc. | 0.00% | Add +17.9% | 15,554 | $642K |
| Greenspring Advisors, LLC | 0.03% | Reduce -7.4% | 15,232 | $628K |
| Curio Wealth, LLC | 0.18% | Reduce -1.6% | 14,406 | $594K |
| Firethorn Wealth Partners, LLC | 0.18% | Reduce -1.4% | 13,665 | $564K |
| Donalies Financial Planning, LLC | 0.40% | Add +4.6% | 13,189 | $544K |
| Lynx Investment Advisory | 0.18% | Add +50.8% | 13,045 | $538K |
| Factor Wealth Management LTD | 0.08% | Add +41.1% | 13,040 | $538K |
| Raymond James Financial Inc. | 0.00% | Add +110.7% | 13,020 | $537K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 12,117 | $500K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.4% | 10,933 | $451K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -2.2% | 10,896 | $450K |
| NewEdge Advisors, LLC | 0.00% | Add +885.4% | 10,800 | $446K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 10,463 | $432K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +1.9% | 10,453 | $431K |
| Note Advisors, LLC | 0.18% | No change | 10,249 | $423K |
| Jones Financial Companies LLLP | 0.00% | Add +13.3% | 10,206 | $422K |
| Stewardship Advisors, LLC | 0.09% | Add +3.9% | 10,213 | $421K |
| Invst, LLC | 0.04% | Add +75.2% | 10,067 | $415K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.5% | 9,893 | $408K |
| Tru Independence Asset Management 2, LLC | 0.22% | Reduce -18.8% | 9,881 | $408K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -7.5% | 9,598 | $396K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 9,505 | $392K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.8% | 9,268 | $382K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +1.5% | 9,063 | $374K |
| Strategic Investment Solutions, Inc. | 0.09% | Reduce -9.3% | 9,040 | $373K |
| Forteris Wealth Management Inc. | 0.30% | Add +12.6% | 8,958 | $370K |
| Two West Capital Advisors LLC | 0.18% | Reduce -11.1% | 8,846 | $364K |
| Security National Bank of So Dak | 0.16% | New | 8,288 | $342K |
| Blossom Wealth Management | 0.48% | Reduce -2.3% | 8,204 | $338K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +0.5% | 7,925 | $327K |
| Savvy Advisors, Inc. | 0.01% | Add +4.4% | 7,486 | $309K |
| Root Financial Partners, LLC | 0.01% | Reduce -31.0% | 7,393 | $305K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -0.3% | 7,227 | $298K |
| HFG Wealth Management, LLC | 0.29% | Reduce -34.5% | 7,042 | $291K |
| Vise Technologies, Inc. | 0.00% | Reduce -25.3% | 6,440 | $266K |
| UBS Group AG | 0.00% | Add +34.7% | 6,212 | $256K |
| Betterment LLC | 0.00% | Reduce -1.8% | 6,173 | $255K |
| First Financial Group Corp | 0.17% | Reduce -18.7% | 5,808 | $240K |
| Security National Bank of Sioux City Iowa | 0.09% | New | 5,424 | $224K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 5,303 | $219K |
| SageOak Financial, LLC | 0.14% | Reduce -4.9% | 5,169 | $213K |
| HighTower Advisors, LLC | 0.00% | No change | 4,926 | $203K |
| Bridge Generations Wealth Management LLC | 0.10% | New | 4,878 | $201K |
| Concord Wealth Partners | 0.02% | New | 4,373 | $180K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,294 | $177K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 4,252 | $175K |
| Innovative Asset Advisors Group, LLC | 0.07% | Reduce -10.4% | 3,989 | $165K |
| Harbour Investments, Inc. | 0.00% | Add +8.1% | 3,460 | $143K |
| Nemes Rush Group LLC | 0.01% | Reduce -10.2% | 3,243 | $134K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,601 | $107K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 2,402 | $99K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,070 | $85K |
| Maseco LLP | 0.00% | No change | 1,866 | $77K |
| Lam Group, Inc. | 0.03% | Add +8.2% | 1,515 | $63K |
| IFG Advisory, LLC | 0.00% | Add +1.7% | 1,387 | $57K |
| Washington Trust Advisors, Inc. | 0.00% | Add +1.9% | 1,332 | $55K |
| Morgan Stanley | 0.00% | Reduce -2.2% | 1,313 | $54K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 1,301 | $54K |
| Crewe Advisors LLC | 0.00% | No change | 945 | $39K |
| Torren Management, LLC | 0.02% | No change | 913 | $38K |
| Burk Holdings LLC | 0.01% | No change | 726 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 563 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 550 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -33.3% | 453 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 343 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 296 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 279 | $12K |
| Orion Capital Management LLC | 0.00% | No change | 255 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 182 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +128.2% | 178 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.2% | 122 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -21.4% | 110 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 99 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 63 | $3K |
| CX Institutional | 0.00% | New | 20 | $1K |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $41 |
"% of holder's portfolio" is DFIP's weight in each manager's 13F, not the share of Dimensional Inflation-Protec the manager owns.