Skip to content
Disclosery

DFIP DIMENSIONAL ETF TRUST

Follow

INFLATION PROTE (fund)

164 managers (167 13F filers) reported a position in DFIP shares at 2026-06-30, 19,288,218 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
164
13F filers
167
New
10
Added
94
Reduced
41
Sold out
8
Shares held by filers
19,288,218

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Matson Money. Inc.4,102,699$170M4.73%+216,75813F-HRTimeline
Beacon Pointe Advisors, LLC1,182,158$48.8M0.23%+47,48813F-HRTimeline
Planning Center, Inc.1,085,533$44.8M4.23%+26,74313F-HRTimeline
Hill Investment Group Partners, LLC769,537$31.7M3.24%-21,68813F-HRTimeline
PINNEY & SCOFIELD, INC.615,557$25.4M12.42%+50,67013F-HRTimeline
Rather & Kittrell, Inc.586,834$24.2M3.38%+53,16413F-HRTimeline
Leading Edge Financial Planning LLC580,584$24M4.27%+65,56013F-HRTimeline
Fortitude Family Office, LLC543,933$22.4M4.38%+39,66713F-HRTimeline
Geometric Wealth Advisors531,015$21.9M2.37%+19,45213F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.490,315$20.2M0.73%+24,25513F-HRTimelineGroup
Physician Wealth Solutions Inc.462,726$19.1M7.24%+34,81213F-HRTimeline
Level Financial Advisors362,625$15M3.34%+20,01413F-HRTimeline
SCRATCH CAPITAL LLC350,137$14.4M7.17%+1,11613F-HRTimeline
Core Wealth Management, Inc.315,342$13M3.66%+61,60713F-HRTimeline
Yardley Wealth Management LLC315,060$13M5.9%+26,93513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…310,187$12.8M1.82%+5,04413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC264,903$10.9M1.23%+9,85813F-HRTimeline
Savant Capital, LLC263,878$10.9M0.03%+23,70513F-HRTimeline
New Dimensions Wealth Management, LLC256,742$10.6M8%+21,46613F-HRTimeline
Five Oceans Advisors254,425$10.5M3.37%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC237,163$9.78M0.8%+3,78813F-HRTimeline
Apella Capital, LLC233,025$9.6M0.14%+5,61413F-HRTimeline
Financial Plan, Inc.231,318$9.54M0.91%+37,90313F-HRTimeline
Heirloom Wealth Management188,774$7.79M1.13%-3,44013F-HRTimeline
Austin Wealth Management, LLC181,479$7.48M1.58%+1,76613F-HRTimeline
Sterling Financial Planning, Inc.179,710$7.41M2.02%+8,96213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding172,365$7.11M+26,477Timeline
Vestment Financial LLC159,371$6.56M2.94%+82513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP146,508$6.04M0.08%-16,85113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC146,317$6.04M<0.01%+28,49013F-HRTimelineGroup
Foundry Financial LLC138,594$5.72M1.93%+19,11613F-HRTimeline
BCU Wealth Advisors, LLC127,636$5.27M1.75%+11,63613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.125,241$5.17M1.26%+15,01013F-HRTimeline
Ares Financial Consulting, LLC108,404$4.47M3.21%+3,89613F-HRTimeline
McCartney Wealth Management LLC106,130$4.38M3.32%+6,11913F-HRTimeline
Wealthspire Advisors, LLC100,344$4.14M0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC97,723$4.03M0.03%+18,99013F-HRTimelineGroup
Porter White Investment Advisors, Inc.97,595$4.03M1.55%+3,34813F-HRTimeline
AWM CAPITAL, LLC97,231$4.01M0.32%+13,39013F-HRTimeline
Farther Finance Advisors, LLC96,227$3.97M0.03%+10,70213F-HRTimeline
Grove Street Fiduciary, LLC92,861$3.83M1.62%-32713F-HRTimeline
ENTREWEALTH, LLC92,575$3.75M1.39%+11,30813F-HRTimeline
FLOW TRADERS U.S. LLC87,453$3.61M0.15%new13F-HRTimeline
Altiora Financial Group, LLC78,994$3.26M0.51%+39813F-HRTimeline
City State Bank77,711$3.21M0.73%+17,14413F-HRTimeline
Amicus Financial Advisors, LLC77,154$3.18M0.78%+21,31613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC76,723$3.17M0.01%+6,06013F-HRTimelineGroup
BRIGHTON JONES LLC74,292$3.06M0.06%+69,11613F-HRTimeline
Balanced Rock Investment Advisors LLC69,050$2.85M1.78%+7,49713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding67,235$2.77M+5,987Timeline
MB Generational Wealth, LLC65,950$2.72M1.33%+10,87513F-HRTimeline
Merit Financial Group, LLC63,389$2.62M0.02%+14,69913F-HR/ATimeline
CFS Investment Advisory Services, LLC57,729$2.38M0.16%+1,15313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,616$2.34M<0.01%new13F-HRTimelineGroup
NWAM LLC56,035$2.31M0.12%+3,56413F-HRTimeline
TCP Asset Management, LLC55,207$2.28M0.26%+8,40813F-HRTimeline
Onyx Financial Advisors, LLC54,231$2.24M0.81%+17413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,375$2.16M0.05%+19,08913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,083$2.15M<0.01%+4,34413F-HRTimeline
LPL Financial LLC47,530$1.96M<0.01%+20,82513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,151$1.78M0.01%+4,67713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,361$1.75M<0.01%+2,20113F-HRTimelineGroup
XY Planning Network, Inc.40,592$1.67M0.21%+10,37313F-HRTimeline
Saxony Capital Management, LLC40,339$1.66M0.76%+27,26513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS39,739$1.64M0.64%+7,89913F-HRTimeline
Shearwater Capital LLC39,646$1.64M0.78%-2,89313F-HRTimeline
FMB WEALTH MANAGEMENT35,756$1.48M0.54%+4,16713F-HRTimeline
Larson Financial Group LLC35,672$1.47M0.04%-50,55813F-HRTimeline
Creative Planningin group Creative Planning34,682$1.43M<0.01%-2,30313F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/33,892$1.4M0.45%+51213F-HRTimelineGroup
SageView Advisory Group, LLC33,648$1.39M0.05%-2,97213F-HRTimeline
Samalin Investment Counsel, LLC30,470$1.26M0.4%+85813F-HRTimeline
Krilogy Financial LLC29,022$1.2M0.04%-115,21213F-HRTimeline
Tortoise Investment Management, LLC28,642$1.18M0.09%+1,70013F-HRTimeline
Cambridge Investment Research Advisors,…27,985$1.16M<0.01%+53313F-HR/ATimeline
Modera Wealth Management, LLC27,733$1.14M0.01%+14,90013F-HRTimeline
Klingman & Associates, LLC26,685$1.1M0.05%013F-HRTimeline
Allworth Financial LP25,730$1.06M<0.01%-33513F-HRTimeline
CPA Asset Management Group, LLC24,935$1.03M0.3%-122,52713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,667$1.02M<0.01%+34813F-HRTimeline
Kane Co Wealth Management, Inc.22,366$923K0.7%+7,62113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,421$884K0.02%new13F-HRTimelineGroup
Plan Group Financial, LLC20,528$847K0.18%-3,94313F-HRTimeline
SeedSafe Financial LLC19,613$809K0.58%-30213F-HRTimeline
Essential Planning, LLC.19,164$791K0.22%+4,59113F-HRTimeline
Coston, McIsaac & Partners19,023$784K0.16%+2,45613F-HRTimeline
Meritas Wealth Management, LLC18,520$764K0.3%+11,00413F-HRTimeline
Foster Group, Inc.18,094$746K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,908$698K<0.01%-31,07813F-HRTimelineGroup
Aspire Private Capital, LLC16,749$691K0.14%+5,19013F-HRTimeline
Visionary Horizons, LLC16,294$672K0.28%+24513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,264$671K0.09%-24113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,554$642K<0.01%+2,36113F-HRTimelineGroup
Greenspring Advisors, LLC15,232$628K0.03%-1,22013F-HRTimeline
CURIO WEALTH, LLC14,406$594K0.18%-22713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,665$564K0.18%-18913F-HRTimeline
Donalies Financial Planning, LLC13,189$544K0.4%+58113F-HRTimeline
Lynx Investment Advisory13,045$538K0.18%+4,39413F-HRTimeline
Factor Wealth Management LTD13,040$538K0.08%+3,79613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,020$537K<0.01%+6,84013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.12,117$500K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,933$451K<0.01%+1,85013F-HRTimelineGroup
Foundations Investment Advisors, LLC10,896$450K<0.01%-24613F-HRTimeline
NewEdge Advisors, LLC10,800$446K<0.01%+9,70413F-HRTimeline
UBS Group AGgroup of 2 filers holding10,464$432K+1,600Timeline
MERCER GLOBAL ADVISORS INC /ADV10,463$432K<0.01%+7513F-HR/ATimeline
Glass Jacobson Investment Advisors llc10,453$431K0.13%+19813F-HRTimeline
Note Advisors, LLC10,249$423K0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,206$422K<0.01%+1,19813F-HRTimelineGroup
Stewardship Advisors, LLC10,213$421K0.09%+38413F-HRTimeline
Invst, LLC10,067$415K0.04%+4,32213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,881$408K0.22%-2,28613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,598$396K0.02%-77413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,505$392K<0.01%-47313F-HRTimelineGroup
OneDigital Investment Advisors LLC9,268$382K<0.01%-1,36713F-HRTimeline
SC&H Financial Advisors, Inc.9,063$374K0.05%+13013F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,040$373K0.09%-93013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.8,958$370K0.3%+1,00013F-HRTimeline
Two West Capital Advisors LLC8,846$364K0.18%-1,10213F-HRTimeline
Blossom Wealth Management8,204$338K0.48%-19513F-HRTimeline
Integrity Advisory Solutions, LLC7,925$327K0.03%+4013F-HRTimeline
Savvy Advisors, Inc.7,486$309K0.01%+31313F-HRTimeline
Root Financial Partners, LLC7,393$305K0.01%-3,31813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.7,227$298K<0.01%-1813F-HRTimeline
HFG Wealth Management, LLC7,042$291K0.29%-3,70413F-HRTimeline
Vise Technologies, Inc.6,440$266K<0.01%-2,17513F-HRTimeline
Betterment LLC6,173$255K<0.01%-11013F-HRTimeline
First Financial Group Corp5,808$240K0.17%-1,33213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,303$219K<0.01%-13013F-HRTimelineGroup
SageOak Financial, LLC5,169$213K0.14%-26413F-HRTimeline
HighTower Advisors, LLC4,926$203K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,878$201K0.1%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,373$180K0.02%new13F-HRTimelineGroup
EP Wealth Advisors, LLC4,294$177K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC3,989$165K0.07%-46313F-HRTimeline
HARBOUR INVESTMENTS, INC.3,460$143K<0.01%+25913F-HRTimeline
Nemes Rush Group LLC3,243$134K0.01%-36813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,601$107K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,402$99.1K0.06%013F-HRTimeline
Geneos Wealth Management Inc.2,070$85.4K<0.01%013F-HRTimeline
MASECO LLP1,866$77K<0.01%013F-HRTimeline
LAM GROUP, INC.1,515$62.5K0.03%+11513F-HRTimeline
IFG Advisory, LLC1,387$57.2K<0.01%+2313F-HRTimeline
Washington Trust Advisors, Inc.1,332$55K<0.01%+2513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,313$54.2K<0.01%-2913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,301$53.9K<0.01%-9413F-HRTimelineGroup
Crewe Advisors LLC945$39K<0.01%013F-HRTimeline
Torren Management, LLC913$37.7K0.02%013F-HRTimeline
Burk Holdings LLC726$30K0.01%013F-HRTimeline
Smartleaf Asset Management LLC563$23.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources550$22.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc453$18.7K<0.01%-22613F-HRTimeline
Ashton Thomas Private Wealth, LLC343$14.2K<0.01%013F-HRTimeline
Rossby Financial, LCC296$12.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…279$11.5K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC255$10.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC182$7.51K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC178$7.34K<0.01%+10013F-HRTimeline
Qube Research & Technologies Ltd122$5.03K<0.01%-3913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.110$4.54K<0.01%-3013F-HRTimeline
AE Wealth Management LLC99$4.08K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.63$2.6K<0.01%new13F-HRTimeline
CX Institutional20$1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1$41<0.01%13F-HRTimeline