Skip to content
Disclosery

DFIP DIMENSIONAL ETF TRUST

Follow

INFLATION PROTE (fund)

140 managers (140 13F filers) reported a position in DFIP shares at 2025-03-31, 15,486,310 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
140
13F filers
140
New
12
Added
75
Reduced
36
Sold out
3
Shares held by filers
15,486,310

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.3,573,124$151M5.48%+57,92513F-HRTimeline
Heirloom Wealth Management1,025,828$43.2M12.38%-25,10213F-HRTimeline
Planning Center, Inc.849,966$35.8M4.24%+95,86613F-HRTimeline
Hill Investment Group Partners, LLC789,684$33.3M4.57%-8,29913F-HRTimeline
Hemington Wealth Management719,376$30.3M4.7%+470,94913F-HRTimeline
Geometric Wealth Advisors497,976$21M3.58%+46,86413F-HRTimeline
CPA Asset Management Group, LLC422,132$17.8M7.82%+1,16713F-HRTimeline
Rather & Kittrell, Inc.419,710$17.7M3.83%+40,08713F-HRTimeline
PINNEY & SCOFIELD, INC.400,986$16.9M12.22%+49,58613F-HRTimeline
Leading Edge Financial Planning LLC357,263$15M4.7%+11,30413F-HRTimeline
Physician Wealth Solutions Inc.351,418$14.8M7.44%-3,49613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.326,994$13.8M0.73%+18,95813F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…284,005$12M2.03%+90213F-HRTimeline
Five Oceans Advisors246,180$10.4M4.96%-87,87613F-HRTimeline
Yardley Wealth Management LLC241,401$10.2M5.99%-32,10313F-HRTimeline
Austin Wealth Management, LLC241,472$10.1M2.02%+19,40613F-HRTimeline
Larson Financial Group LLC234,463$9.87M0.47%-26,69513F-HRTimeline
Core Wealth Management, Inc.209,407$8.82M3.38%+7,83713F-HRTimeline
New Dimensions Wealth Management, LLC196,631$8.28M8.28%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC190,357$8.02M1.46%+12,23913F-HRTimeline
SCRATCH CAPITAL LLC187,869$7.91M8.17%+40,65213F-HRTimeline
Level Financial Advisors187,253$7.89M2.68%+24,22613F-HRTimeline
Sensible Financial Planning & Managemen…185,332$7.8M1.56%+11,69113F-HRTimeline
Apella Capital, LLC166,051$6.9M0.24%+19,79613F-HRTimeline
Fortitude Family Office, LLC145,975$6.15M2.2%+41,12413F-HRTimeline
David Wealth Management LLC143,012$6.02M5.04%-1,70713F-HRTimeline
Plan Group Financial, LLC136,740$5.76M2.06%+13,91313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC129,881$5.47M0.74%+19,81413F-HRTimeline
Sterling Financial Planning, Inc.125,011$5.26M1.91%+28,48413F-HRTimeline
Vestment Financial LLC123,462$5.21M3.74%+5,42513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC118,619$5M<0.01%+44,75713F-HR/ATimelineGroup
Krilogy Financial LLC102,776$4.33M0.28%+4,85513F-HRTimeline
IFP Advisors, Inc100,791$4.24M0.13%-10,90513F-HRTimeline
Grove Street Fiduciary, LLC94,239$3.97M2.01%-4113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP85,798$3.61M0.06%+3,24313F-HRTimelineGroup
BCU Wealth Advisors, LLC83,097$3.5M1.82%-6,30413F-HRTimeline
Altiora Financial Group, LLC81,573$3.44M0.73%+10513F-HRTimeline
AWM CAPITAL, LLC77,540$3.27M0.38%+4,60613F-HRTimeline
FLOW TRADERS U.S. LLC66,440$2.8M0.12%-39,22513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.55,634$2.29M0.94%+13,10413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,723$2.26M<0.01%+77913F-HRTimeline
Saxony Capital Management, LLC53,086$2.24M1.96%+37,31513F-HRTimeline
Binnacle Investments Inc52,480$2.21M1.61%13F-HRTimeline
CFS Investment Advisory Services, LLC48,857$2.06M0.18%+2,75713F-HRTimeline
ENTREWEALTH, LLC48,074$2.02M1.56%+11,95813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC46,780$1.97M0.07%+3,38913F-HRTimeline
Porter White Investment Advisors, Inc.45,172$1.9M0.94%+15,02213F-HRTimeline
NWAM LLC39,665$1.67M0.14%+5,16313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC39,498$1.66M1.24%-15,13913F-HRTimeline
Shearwater Capital LLC39,374$1.66M1.16%+63613F-HR/ATimeline
SageView Advisory Group, LLC37,592$1.58M0.07%+10813F-HRTimeline
Willow Creek Wealth Management Inc.35,956$1.51M0.15%+1413F-HRTimeline
Samalin Investment Counsel, LLC34,428$1.45M0.59%+10013F-HRTimeline
TCP Asset Management, LLC34,298$1.44M0.32%+3,45513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,829$1.42M0.01%+11,90913F-HRTimelineGroup
Klingman & Associates, LLC32,841$1.38M0.08%013F-HRTimeline
NewEdge Advisors, LLC31,474$1.33M0.01%+3,90213F-HRTimeline
PBMares Wealth Management LLC30,926$1.3M0.26%-34413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,795$1.3M<0.01%-12913F-HRTimeline
FMB WEALTH MANAGEMENT29,874$1.26M0.7%+5,61413F-HRTimeline
Total Wealth Planning, LLC29,592$1.25M0.19%+69713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth28,763$1.21M0.02%+6,35513F-HRTimelineGroup
Root Financial Partners, LLC27,670$1.17M0.12%-2,99513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS27,193$1.15M0.91%+1,74013F-HRTimeline
Allworth Financial LP25,971$1.08M0.01%+18513F-HRTimeline
Onyx Financial Advisors, LLC25,565$1.08M0.57%+1,18613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/22,934$966K0.46%+7813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,020$927K0.03%+4,34613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …21,503$906K0.07%+4,65613F-HRTimeline
Tortoise Investment Management, LLC20,888$880K0.09%+2,24513F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,408$817K0.02%-35813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,554$781K<0.01%+4,21713F-HRTimelineGroup
Foster Group, Inc.18,094$762K0.03%013F-HRTimeline
XY Planning Network, Inc.17,895$754K0.5%+29313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,684$703K0.14%-1,90013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,742$663K<0.01%+1,23013F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC15,384$648K0.02%+2,33613F-HRTimeline
Applied Capital LLC15,236$642K0.31%+24113F-HRTimeline
LPL Financial LLC15,022$633K<0.01%-35,72913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,936$587K0.28%-1,07513F-HRTimeline
Burk Holdings LLC13,352$562K0.42%+23913F-HRTimeline
Modera Wealth Management, LLC12,833$540K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,739$536K<0.01%-78,14713F-HRTimelineGroup
Visionary Horizons, LLC12,655$533K0.38%+48013F-HRTimeline
Aspire Private Capital, LLC10,969$462K0.11%+27913F-HRTimeline
Note Advisors, LLC10,609$447K0.37%-1013F-HRTimeline
HFG Wealth Management, LLC10,675$432K0.26%+64513F-HRTimeline
Stewardship Advisors, LLC9,850$415K0.11%+1,33713F-HRTimeline
SageOak Financial, LLC9,686$408K0.36%-25813F-HRTimeline
Glass Jacobson Investment Advisors llc9,170$371K0.12%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,796$370K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.4,849$362K0.01%new13F-HRTimeline
Betterment LLC8,565$361K<0.01%+1,42313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,453$356K0.08%-77213F-HRTimeline
TOWNSQUARE CAPITAL LLC8,224$346K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.8,021$338K0.01%+2,13113F-HRTimeline
Midwest Heritage Bank, FSB8,013$337K0.14%-11,86013F-HRTimeline
Lynx Investment Advisory7,692$324K0.22%+11713F-HRTimeline
SC&H Financial Advisors, Inc.7,689$324K0.06%-10113F-HRTimeline
Blossom Wealth Management6,886$290K0.58%+1,40513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,885$290K<0.01%+1,43813F-HRTimelineGroup
Two West Capital Advisors LLC6,983$287K0.24%-2,92213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,629$279K<0.01%+4,31213F-HRTimelineGroup
Spinnaker Investment Group, LLC6,531$275K0.06%-2,34213F-HRTimeline
First Financial Group Corp6,295$265K0.3%-15013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,393$227K0.02%new13F-HRTimeline
MB Generational Wealth, LLC5,369$226K0.17%new13F-HRTimeline
Verisail Partners, LLC5,082$214K0.1%-5913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,990$210K<0.01%+1,95613F-HRTimelineGroup
Berger Financial Group, Inc4,898$206K0.01%-73313F-HRTimeline
MGO ONE SEVEN LLC4,756$200K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC4,692$198K<0.01%+33013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,520$190K<0.01%+1,17713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,079$172K<0.01%+4,06313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC3,901$164K0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC3,609$152K0.1%-4313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,103$126K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC2,601$110K0.01%-3113F-HRTimeline
City State Bank2,500$105K0.03%013F-HRTimeline
Nemes Rush Group LLC2,453$103K0.01%+1,48413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,953$82.2K0.06%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,190$50.1K0.01%new13F-HRTimelineGroup
Crewe Advisors LLC945$39.8K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP945$39.7K<0.01%new13F-HR/ATimelineGroup
Coston, McIsaac & Partners891$37K0.01%+33113F-HRTimeline
Strategic Investment Solutions, Inc. /IL813$34.2K0.01%-2,45413F-HRTimeline
CWM, LLCin group CWM, LLC493$21K<0.01%-29213F-HRTimelineGroup
Smartleaf Asset Management LLC428$18K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/349$14.7K<0.01%+32713F-HRTimelineGroup
Orion Capital Management LLC325$13.7K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230$9.69K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd188$7.92K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC100$4.21K<0.01%-1,70413F-HRTimeline
AE Wealth Management LLC95$4.01K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21$884<0.01%013F-HRTimeline
AdvisorNet Financial, Inc20$842<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC18$758<0.01%new13F-HRTimeline
Park Square Financial Group, LLC13$547<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC56$1.9M-46,80113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.