Skip to content
Disclosery

DFIP DIMENSIONAL ETF TRUST

Follow

INFLATION PROTE (fund)

138 managers (139 13F filers) reported a position in DFIP shares at 2025-06-30, 15,852,523 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
138
13F filers
139
New
9
Added
75
Reduced
39
Sold out
10
Shares held by filers
15,852,523

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.3,573,335$149M5.18%+21113F-HRTimeline
Heirloom Wealth Management983,348$41.1M10.85%-42,48013F-HRTimeline
Planning Center, Inc.868,594$36.3M4.02%+18,62813F-HRTimeline
Hill Investment Group Partners, LLC798,105$33.4M4.35%+8,42113F-HRTimeline
Hemington Wealth Management765,886$32M4.64%+46,51013F-HRTimeline
Geometric Wealth Advisors498,824$20.9M3.12%+84813F-HRTimeline
CPA Asset Management Group, LLC432,044$18.1M7.59%+9,91213F-HRTimeline
Rather & Kittrell, Inc.417,381$17.5M3.46%-2,32913F-HRTimeline
PINNEY & SCOFIELD, INC.400,303$16.7M11.33%-68313F-HRTimeline
Leading Edge Financial Planning LLC382,545$16M4.45%+25,28213F-HRTimeline
Physician Wealth Solutions Inc.350,435$14.7M6.79%-98313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.349,242$14.6M0.67%+22,24813F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…290,171$12.1M1.98%+6,16613F-HRTimeline
Austin Wealth Management, LLC261,287$10.9M1.94%+19,81513F-HRTimeline
Five Oceans Advisors254,918$10.7M4.55%+8,73813F-HRTimeline
Yardley Wealth Management LLC250,286$10.5M5.72%+8,88513F-HRTimeline
Fortitude Family Office, LLC243,967$10.2M3.38%+97,99213F-HRTimeline
SCRATCH CAPITAL LLC234,900$9.82M7.99%+47,03113F-HRTimeline
Core Wealth Management, Inc.222,731$9.31M3.28%+13,32413F-HRTimeline
New Dimensions Wealth Management, LLC202,204$8.44M7.71%+5,57313F-HRTimeline
Level Financial Advisors199,579$8.34M2.6%+12,32613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC194,955$8.15M1.31%+4,59813F-HRTimeline
Larson Financial Group LLC183,032$7.65M0.31%-51,43113F-HRTimeline
Sensible Financial Planning & Managemen…170,489$7.13M1.35%-14,84313F-HRTimeline
Apella Capital, LLC167,513$6.98M0.19%+1,46213F-HRTimeline
David Wealth Management LLC152,228$6.36M4.74%+9,21613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC136,427$5.7M0.7%+6,54613F-HRTimeline
Sterling Financial Planning, Inc.132,599$5.54M1.85%+7,58813F-HRTimeline
Vestment Financial LLC130,432$5.45M3.45%+6,97013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC118,619$4.96M<0.01%013F-HRTimelineGroup
Krilogy Financial LLC104,458$4.37M0.25%+1,68213F-HRTimeline
Plan Group Financial, LLC98,375$4.11M1.35%-38,36513F-HRTimeline
BCU Wealth Advisors, LLC96,949$4.05M1.82%+13,85213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding93,934$3.93M+75,380Timeline
Grove Street Fiduciary, LLC91,644$3.83M1.85%-2,59513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP83,158$3.48M0.05%-2,64013F-HRTimelineGroup
Altiora Financial Group, LLC81,946$3.43M0.67%+37313F-HRTimeline
AWM CAPITAL, LLC78,517$3.28M0.35%+97713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC73,475$3.07M0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,750$2.87M0.03%new13F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.64,038$2.68M0.93%+8,40413F-HRTimeline
ENTREWEALTH, LLC61,488$2.57M1.78%+13,41413F-HRTimeline
Binnacle Investments Inc54,982$2.3M1.5%+2,50213F-HRTimeline
Balanced Rock Investment Advisors LLC51,707$2.16M1.7%new13F-HRTimeline
CFS Investment Advisory Services, LLC49,050$2.05M0.17%+19313F-HRTimeline
Porter White Investment Advisors, Inc.48,010$2.01M0.93%+2,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,095$1.93M<0.01%-7,62813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC43,643$1.82M0.06%-3,13713F-HRTimeline
Saxony Capital Management, LLC41,633$1.74M1.33%-11,45313F-HRTimeline
NWAM LLC40,917$1.71M0.1%+1,25213F-HR/ATimeline
Shearwater Capital LLC39,773$1.66M1.05%+39913F-HRTimeline
Onyx Financial Advisors, LLC38,116$1.59M0.76%+12,55113F-HRTimeline
SageView Advisory Group, LLC37,743$1.57M0.06%+15113F-HRTimeline
TCP Asset Management, LLC37,197$1.56M0.31%+2,89913F-HRTimeline
Willow Creek Wealth Management Inc.35,279$1.48M0.13%-67713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,488$1.44M0.01%+65913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,891$1.42M<0.01%+18,14913F-HR/ATimelineGroup
Klingman & Associates, LLC31,534$1.32M0.07%-1,30713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS31,286$1.31M0.9%+4,09313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth31,111$1.3M0.02%+2,34813F-HRTimelineGroup
PBMares Wealth Management LLC30,290$1.27M0.23%-63613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,059$1.25M<0.01%-73613F-HRTimeline
Samalin Investment Counsel, LLC29,250$1.22M0.47%-5,17813F-HRTimeline
FMB WEALTH MANAGEMENT29,242$1.22M0.58%-63213F-HRTimeline
Tortoise Investment Management, LLC26,908$1.13M0.11%+6,02013F-HRTimeline
Allworth Financial LP26,199$1.1M0.01%+22813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,043$963K0.03%+1,02313F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/22,269$931K0.39%-66513F-HR/ATimelineGroup
Total Wealth Planning, LLC21,509$899K0.11%-8,08313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …21,243$888K0.06%-26013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,008$878K<0.01%+12,21213F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC20,023$837K0.57%-19,47513F-HRTimeline
Vestmark Advisory Solutions, Inc.19,798$828K0.01%+11,77713F-HRTimeline
XY Planning Network, Inc.19,416$812K0.28%+1,52113F-HRTimeline
Dynamic Advisor Solutions LLC18,951$792K0.02%+3,56713F-HRTimeline
Foster Group, Inc.18,094$757K0.03%013F-HRTimeline
CURIO WEALTH, LLC17,610$736K0.32%+17,55413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,991$710K0.13%+30713F-HRTimeline
Burk Holdings LLC15,619$653K0.41%+2,26713F-HRTimeline
LPL Financial LLC15,604$652K<0.01%+58213F-HRTimeline
Applied Capital LLC15,219$636K0.28%-1713F-HRTimeline
Visionary Horizons, LLC14,691$614K0.39%+2,03613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,166$592K0.26%+23013F-HRTimeline
UBS Group AGin group UBS Group AG13,967$584K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC12,833$537K0.01%013F-HRTimeline
Aspire Private Capital, LLC12,155$508K0.12%+1,18613F-HRTimeline
HFG Wealth Management, LLC10,920$460K0.28%+24513F-HRTimeline
Root Financial Partners, LLC10,989$459K0.04%-16,68113F-HRTimeline
Note Advisors, LLC10,250$429K0.3%-35913F-HRTimeline
Stewardship Advisors, LLC9,608$402K0.1%-24213F-HRTimeline
Glass Jacobson Investment Advisors llc9,408$393K0.15%+23813F-HRTimeline
SAX WEALTH ADVISORS, LLC8,243$345K0.02%+2,85013F-HRTimeline
Betterment LLC7,972$333K<0.01%-59313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,933$332K0.01%-11,47513F-HRTimelineGroup
SC&H Financial Advisors, Inc.7,775$325K0.06%+8613F-HRTimeline
Lynx Investment Advisory7,774$325K0.21%+8213F-HRTimeline
Blossom Wealth Management7,753$324K0.57%+86713F-HRTimeline
Legacy Capital Wealth Partners, LLC7,102$297K0.07%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,991$292K<0.01%+10613F-HRTimelineGroup
Two West Capital Advisors LLC6,491$271K0.18%-49213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,475$271K<0.01%-15413F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC6,351$266K0.06%-2,10213F-HRTimeline
Coston, McIsaac & Partners6,268$262K0.07%+5,37713F-HRTimeline
City State Bank6,250$261K0.08%+3,75013F-HRTimeline
First Financial Group Corp6,220$260K0.25%-7513F-HRTimeline
Geneos Wealth Management Inc.5,820$243K0.01%+97113F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,710$239K0.07%+4,89713F-HRTimeline
SageOak Financial, LLC5,436$227K0.18%-4,25013F-HRTimeline
Verisail Partners, LLC5,118$214K0.09%+3613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,000$209K<0.01%+1013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,999$209K<0.01%+47913F-HR/ATimelineGroup
Berger Financial Group, Inc4,898$205K0.01%013F-HRTimeline
Meritas Wealth Management, LLC4,788$200K0.11%new13F-HRTimeline
EP Wealth Advisors, LLC4,428$185K<0.01%-26413F-HRTimeline
JFS WEALTH ADVISORS, LLC3,881$162K0.01%-2013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC3,609$151K0.09%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,595$150K0.02%+2,40513F-HRTimelineGroup
Nemes Rush Group LLC3,273$137K0.01%+82013F-HRTimeline
Farther Finance Advisors, LLC3,107$130K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,103$130K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC2,900$121K0.06%+2,80013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,601$109K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,550$106K<0.01%+1,60513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,428$102K<0.01%-1,65113F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC1,953$81.7K0.06%013F-HRTimeline
MASECO LLP1,866$78K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,626$68K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC945$39.5K0.01%013F-HRTimeline
NewEdge Advisors, LLC895$37.4K<0.01%-30,57913F-HRTimeline
CWM, LLCin group CWM, LLC493$21K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC428$17.9K<0.01%013F-HRTimeline
Orion Capital Management LLC255$10.7K<0.01%-7013F-HRTimeline
Qube Research & Technologies Ltd188$7.86K<0.01%013F-HRTimeline
AE Wealth Management LLC97$4.05K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.21$878<0.01%013F-HRTimeline
Park Square Financial Group, LLC13$544<0.01%013F-HRTimeline
IFP Advisors, Inc3$111<0.01%-100,78813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.