Skip to content
Disclosery

DFIP DIMENSIONAL ETF TRUST

Follow

INFLATION PROTE (fund)

129 managers (129 13F filers) reported a position in DFIP shares at 2024-12-31, 14,435,054 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
129
13F filers
129
New
12
Added
67
Reduced
27
Sold out
8
Shares held by filers
14,435,054

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.3,515,199$142M5.11%+24,81713F-HRTimeline
Heirloom Wealth Management1,050,930$42.6M12.77%+59,62513F-HRTimeline
Hill Investment Group Partners, LLC797,983$32.3M4.33%-4,79913F-HRTimeline
Planning Center, Inc.754,100$30.5M3.87%+9,73613F-HRTimeline
Geometric Wealth Advisors451,112$18.3M3.32%+21,24213F-HRTimeline
CPA Asset Management Group, LLC420,965$17M7.92%+15,08113F-HRTimeline
Rather & Kittrell, Inc.379,623$15.4M3.61%+47,06513F-HRTimeline
Physician Wealth Solutions Inc.354,914$14.4M7.2%+1,81113F-HRTimeline
PINNEY & SCOFIELD, INC.351,400$14.2M10.77%13F-HRTimeline
Leading Edge Financial Planning LLC345,959$14M4.6%+98,39513F-HRTimeline
Five Oceans Advisors334,056$13.5M6.2%+130,69313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.308,036$12.5M0.75%+95,15113F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…283,103$11.5M1.92%+13,61513F-HRTimeline
Yardley Wealth Management LLC273,504$11.1M5.41%+37,99013F-HRTimeline
Larson Financial Group LLC261,158$10.6M0.55%-42,00013F-HRTimeline
Hemington Wealth Management248,427$10.1M2.53%+63,39013F-HRTimeline
Austin Wealth Management, LLC222,066$9.04M1.87%+11,69113F-HRTimeline
Core Wealth Management, Inc.201,570$8.16M3.19%+15,26913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC178,118$7.21M1.35%+75,07213F-HRTimeline
Sensible Financial Planning & Managemen…173,641$7.03M1.46%+41,39413F-HRTimeline
Level Financial Advisors163,027$6.6M2.42%+30,27713F-HRTimeline
SCRATCH CAPITAL LLC147,217$5.96M7.28%13F-HRTimeline
Apella Capital, LLC146,255$5.92M0.23%+12,92813F-HRTimeline
David Wealth Management LLC144,719$5.86M4.84%13F-HRTimeline
Plan Group Financial, LLC122,827$4.97M2.63%+2,59213F-HRTimeline
Vestment Financial LLC118,037$4.77M3.65%13F-HRTimeline
IFP Advisors, Inc111,696$4.52M0.15%-3,54213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC110,067$4.46M0.59%+10,06613F-HRTimeline
FLOW TRADERS U.S. LLC105,665$4.28M0.17%new13F-HRTimeline
Fortitude Family Office, LLC104,851$4.25M1.52%new13F-HRTimeline
Krilogy Financial LLC97,921$3.96M0.26%+5,77513F-HRTimeline
Sterling Financial Planning, Inc.96,527$3.91M1.44%-4,77613F-HRTimeline
Grove Street Fiduciary, LLC94,280$3.82M2%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,886$3.68M<0.01%new13F-HRTimelineGroup
BCU Wealth Advisors, LLC89,401$3.62M2.07%+44,00313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP82,555$3.34M0.06%+32313F-HR/ATimelineGroup
Altiora Financial Group, LLC81,468$3.3M0.72%+9,59913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,862$2.99M<0.01%+39,95013F-HRTimelineGroup
AWM CAPITAL, LLC72,934$2.95M0.36%-3,36013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC54,637$2.21M1.84%-53,94713F-HRTimeline
Essential Planning, LLC.52,393$2.16M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC52,944$2.14M<0.01%+8,39013F-HRTimeline
LPL Financial LLC50,751$2.05M<0.01%+25,61913F-HRTimeline
CURIO WEALTH, LLC46,857$1.9M1.02%13F-HRTimeline
CFS Investment Advisory Services, LLC46,100$1.87M0.17%+67713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC43,391$1.76M0.06%+21,51713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.42,530$1.72M0.7%+8,44913F-HRTimeline
Shearwater Capital LLC38,738$1.57M1.06%+56013F-HRTimeline
ENTREWEALTH, LLC36,116$1.53M1.41%13F-HRTimeline
SageView Advisory Group, LLC37,484$1.52M0.07%+93413F-HRTimeline
Willow Creek Wealth Management Inc.35,942$1.46M0.15%-98213F-HRTimeline
NWAM LLC34,502$1.4M0.09%+4,31013F-HRTimeline
Samalin Investment Counsel, LLC34,328$1.39M0.6%-1,45813F-HRTimeline
Klingman & Associates, LLC32,841$1.33M0.08%-48,97613F-HRTimeline
PBMares Wealth Management LLC31,270$1.27M0.26%-78313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,924$1.25M<0.01%-1,24313F-HR/ATimeline
TCP Asset Management, LLC30,843$1.25M0.28%+4,21513F-HRTimeline
Root Financial Partners, LLC30,665$1.24M0.15%-17,24013F-HRTimeline
Porter White Investment Advisors, Inc.30,150$1.22M0.62%+4,68013F-HRTimeline
Total Wealth Planning, LLC28,895$1.17M0.18%+3,21913F-HRTimeline
NewEdge Advisors, LLC27,572$1.12M0.01%+1,42613F-HRTimeline
Allworth Financial LP25,786$1.05M0.01%-2,19413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS25,453$1.03M0.85%+7,57013F-HRTimeline
Onyx Financial Advisors, LLC24,379$987K0.54%+9,86513F-HRTimeline
FMB WEALTH MANAGEMENT24,260$982K0.55%+3,69213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/22,856$925K0.44%+2,95313F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth22,408$907K0.02%-11,74513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,920$888K0.01%-9,67913F-HRTimelineGroup
Midwest Heritage Bank, FSB19,873$805K0.37%-28,11013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,766$800K0.02%+3,48613F-HRTimelineGroup
Tortoise Investment Management, LLC18,643$755K0.08%+14,75313F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,584$752K0.16%-8,98013F-HRTimeline
Foster Group, Inc.18,094$733K0.03%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,674$716K0.02%+5,06113F-HRTimelineGroup
XY Planning Network, Inc.17,602$713K0.54%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,847$682K0.06%+1,34213F-HR/ATimeline
Saxony Capital Management, LLC15,771$639K0.56%-51,31313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC15,011$608K0.3%+19113F-HRTimeline
Applied Capital LLC14,995$607K0.31%+20213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,512$588K<0.01%+1,46113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,337$581K<0.01%-83813F-HRTimelineGroup
Burk Holdings LLC13,113$531K0.43%13F-HRTimeline
Dynamic Advisor Solutions LLC13,048$528K0.02%+2,07813F-HRTimeline
Modera Wealth Management, LLC12,833$520K0.01%new13F-HRTimeline
Visionary Horizons, LLC12,175$493K0.32%+39513F-HRTimeline
Aspire Private Capital, LLC10,690$433K0.11%+67413F-HRTimeline
Note Advisors, LLC10,619$430K0.38%13F-HRTimeline
HFG Wealth Management, LLC10,030$424K0.27%+18913F-HRTimeline
SageOak Financial, LLC9,944$403K0.37%13F-HRTimeline
Two West Capital Advisors LLC9,905$401K0.34%+91413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,225$374K0.09%-1,21913F-HRTimeline
Glass Jacobson Investment Advisors llc9,170$371K0.12%+62213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spinnaker Investment Group, LLC8,873$359K0.09%-7,01313F-HRTimeline
Stewardship Advisors, LLC8,513$345K0.1%+1,45213F-HRTimeline
SC&H Financial Advisors, Inc.7,790$315K0.07%+313F-HRTimeline
Lynx Investment Advisory7,575$307K0.21%+4913F-HRTimeline
Betterment LLC7,142$289K<0.01%+1,59213F-HRTimeline
First Financial Group Corp6,445$261K0.29%13F-HRTimeline
LAM GROUP, INC.6,185$250K0.18%-1,05013F-HRTimeline
Vestmark Advisory Solutions, Inc.5,890$238K0.01%+17113F-HRTimeline
Berger Financial Group, Inc5,631$228K0.02%new13F-HRTimeline
Blossom Wealth Management5,481$222K0.43%+22913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,447$221K<0.01%-1,37713F-HRTimelineGroup
Verisail Partners, LLC5,141$208K0.1%13F-HRTimeline
EP Wealth Advisors, LLC4,362$177K<0.01%+3013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC3,652$148K0.1%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,343$135K<0.01%+25613F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL3,267$134K0.04%+98613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,103$126K<0.01%+6513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,034$123K<0.01%-29713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC2,632$107K0.01%-80113F-HRTimeline
City State Bank2,500$101K0.04%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,317$93.8K<0.01%+92913F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC1,953$79.1K0.06%013F-HRTimeline
Global Trust Asset Management, LLC1,804$73K0.03%-3,31413F-HRTimeline
Nemes Rush Group LLC969$39.2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC785$32K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners560$22K0.01%+513F-HRTimeline
Smartleaf Asset Management LLC428$17.3K<0.01%013F-HRTimeline
Orion Capital Management LLC325$13.2K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd188$7.61K<0.01%013F-HRTimeline
AE Wealth Management LLC95$3.84K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC77$3.12K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22$891<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21$850<0.01%013F-HRTimeline
AdvisorNet Financial, Inc20$810<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16$648<0.01%-1,10013F-HR/ATimelineGroup
Park Square Financial Group, LLC13$526<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.