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Disclosery

DFIP DIMENSIONAL ETF TRUST

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INFLATION PROTE (fund)

144 managers (146 13F filers) reported a position in DFIP shares at 2025-09-30, 17,317,854 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
144
13F filers
146
New
14
Added
82
Reduced
34
Sold out
5
Shares held by filers
17,317,854

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.3,573,547$151M4.97%+21213F-HRTimeline
Heirloom Wealth Management1,065,660$45M10.87%+82,31213F-HRTimeline
Hemington Wealth Management912,827$38.5M5.01%+146,94113F-HRTimeline
Planning Center, Inc.898,342$37.9M3.98%+29,74813F-HRTimeline
Hill Investment Group Partners, LLC799,990$33.8M4.12%+1,88513F-HRTimeline
Geometric Wealth Advisors521,234$22M2.93%+22,41013F-HRTimeline
Insight Wealth Strategies, LLC449,081$19M2.23%new13F-HRTimeline
Rather & Kittrell, Inc.444,410$18.8M3.29%+27,02913F-HRTimeline
PINNEY & SCOFIELD, INC.442,607$18.7M11.61%+42,30413F-HRTimeline
Leading Edge Financial Planning LLC424,590$17.9M4.5%+42,04513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.423,631$17.9M0.74%+74,38913F-HRTimelineGroup
Physician Wealth Solutions Inc.370,885$15.7M6.84%+20,45013F-HRTimeline
CPA Asset Management Group, LLC359,309$15.2M5.85%-72,73513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…298,455$12.6M2%+8,28413F-HRTimeline
Level Financial Advisors284,722$12M3.39%+85,14313F-HRTimeline
Fortitude Family Office, LLC284,571$12M3.25%+40,60413F-HRTimeline
Austin Wealth Management, LLC263,533$11.2M1.76%+2,24613F-HRTimeline
Five Oceans Advisors254,317$10.7M3.95%-60113F-HRTimeline
SCRATCH CAPITAL LLC251,964$10.6M7.02%+17,06413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP240,233$10.1M0.14%+157,07513F-HRTimelineGroup
Yardley Wealth Management LLC238,528$10.1M5.63%-11,75813F-HRTimeline
Core Wealth Management, Inc.231,096$9.76M3.14%+8,36513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC220,269$9.3M0.94%+83,84213F-HRTimeline
New Dimensions Wealth Management, LLC215,480$9.1M7.97%+13,27613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC214,901$9.08M1.31%+19,94613F-HRTimeline
Sensible Financial Planning & Managemen…194,181$8.2M1.49%+23,69213F-HRTimeline
Apella Capital, LLC173,633$7.39M0.16%+6,12013F-HRTimeline
Sterling Financial Planning, Inc.139,163$5.88M1.85%+6,56413F-HRTimeline
Vestment Financial LLC137,367$5.81M3.32%+6,93513F-HRTimeline
Krilogy Financial LLC129,318$5.43M0.2%+24,86013F-HRTimeline
Larson Financial Group LLC128,623$5.43M0.19%-54,40913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC118,619$5.01M<0.01%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding120,096$4.94M+88,985Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC114,350$4.83M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding107,163$4.53M+13,229Timeline
BCU Wealth Advisors, LLC103,830$4.38M1.77%+6,88113F-HRTimeline
Grove Street Fiduciary, LLC94,988$4.01M1.9%+3,34413F-HRTimeline
Altiora Financial Group, LLC82,231$3.47M0.64%+28513F-HRTimeline
AWM CAPITAL, LLC77,838$3.29M0.3%-67913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,224$3.26M0.03%+8,47413F-HRTimelineGroup
Porter White Investment Advisors, Inc.73,510$3.1M1.33%+25,50013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC73,036$3.08M0.01%-43913F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.72,744$3.07M0.97%+8,70613F-HRTimeline
ENTREWEALTH, LLC71,338$3.01M1.55%+9,85013F-HRTimeline
Plan Group Financial, LLC66,242$2.8M0.75%-32,13313F-HRTimeline
Saxony Capital Management, LLC62,145$2.62M1.73%+20,51213F-HRTimeline
Binnacle Investments Inc58,444$2.47M1.45%+3,46213F-HRTimeline
Balanced Rock Investment Advisors LLC56,274$2.38M1.74%+4,56713F-HRTimeline
CFS Investment Advisory Services, LLC49,472$2.1M0.16%+42213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,433$1.92M<0.01%-66213F-HRTimeline
NWAM LLC43,229$1.83M0.1%+2,31213F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC42,859$1.81M0.06%-78413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,629$1.76M0.01%+7,14113F-HRTimelineGroup
Shearwater Capital LLC40,480$1.71M1.01%+70713F-HRTimeline
TCP Asset Management, LLC39,983$1.69M0.3%+2,78613F-HRTimeline
Onyx Financial Advisors, LLC38,926$1.64M0.73%+81013F-HRTimeline
SageView Advisory Group, LLC37,684$1.59M0.05%-5913F-HRTimeline
Willow Creek Wealth Management Inc.35,724$1.51M0.12%+44513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS32,701$1.38M0.8%+1,41513F-HRTimeline
FMB WEALTH MANAGEMENT31,609$1.33M0.57%+2,36713F-HRTimeline
Samalin Investment Counsel, LLC30,174$1.27M0.44%+92413F-HRTimeline
PBMares Wealth Management LLC30,090$1.27M0.21%-20013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,642$1.25M<0.01%-41713F-HRTimeline
Klingman & Associates, LLC29,440$1.24M0.06%-2,09413F-HRTimeline
Tortoise Investment Management, LLC26,923$1.14M0.1%+1513F-HRTimeline
Allworth Financial LP25,869$1.09M<0.01%-33013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,946$1.05M<0.01%-8,94513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,039$1.02M0.02%+99613F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/23,809$1.01M0.4%+1,54013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …23,534$994K0.06%+2,29113F-HRTimeline
Total Wealth Planning, LLC22,389$946K0.11%+88013F-HRTimeline
Dynamic Advisor Solutions LLC21,489$907K0.03%+2,53813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC19,533$825K0.14%+2,54213F-HRTimeline
XY Planning Network, Inc.19,416$812K0.28%013F-HRTimeline
Foster Group, Inc.18,094$764K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC17,289$730K0.01%new13F-HRTimeline
CURIO WEALTH, LLC17,177$725K0.3%-43313F-HRTimeline
LPL Financial LLC17,130$723K<0.01%+1,52613F-HRTimeline
Visionary Horizons, LLC15,236$643K0.36%+54513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,227$643K<0.01%-5,78113F-HRTimelineGroup
Applied Capital LLC15,219$643K0.26%013F-HRTimeline
Root Financial Partners, LLC14,683$620K0.04%+3,69413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,238$601K0.24%+7213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC13,975$590K0.39%-6,04813F-HRTimeline
Modera Wealth Management, LLC12,833$542K0.01%013F-HRTimeline
Aspire Private Capital, LLC12,383$523K0.11%+22813F-HR/ATimeline
City State Bank12,150$513K0.15%+5,90013F-HRTimeline
Foundations Investment Advisors, LLC11,980$506K0.01%new13F-HRTimeline
HFG Wealth Management, LLC10,653$450K0.24%-26713F-HR/ATimeline
Note Advisors, LLC10,305$435K0.26%+5513F-HRTimeline
Glass Jacobson Investment Advisors llc9,972$421K0.15%+56413F-HRTimeline
Vestmark Advisory Solutions, Inc.9,587$405K0.01%-10,21113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,366$396K<0.01%+2,37513F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL9,338$394K0.1%+3,62813F-HRTimeline
Farther Finance Advisors, LLC9,004$380K0.01%+5,89713F-HRTimeline
Stewardship Advisors, LLC8,990$380K0.09%-61813F-HRTimeline
MB Generational Wealth, LLC8,546$361K0.23%13F-HRTimeline
Blossom Wealth Management8,296$350K0.57%+54313F-HRTimeline
SAX WEALTH ADVISORS, LLC8,243$348K0.02%013F-HRTimeline
Composition Wealth, LLC7,945$336K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,922$335K0.01%-1113F-HRTimelineGroup
Lynx Investment Advisory7,845$331K0.2%+7113F-HRTimeline
SC&H Financial Advisors, Inc.7,841$331K0.05%+6613F-HRTimeline
Legacy Capital Wealth Partners, LLC7,445$314K0.07%+34313F-HRTimeline
Coston, McIsaac & Partners7,266$306K0.07%+99813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,960$294K<0.01%+48513F-HRTimelineGroup
First Financial Group Corp6,220$263K0.23%013F-HRTimeline
Copperleaf Capital, LLC6,169$261K0.12%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,966$252K<0.01%+3,41613F-HRTimelineGroup
Two West Capital Advisors LLC5,850$248K0.15%-64113F-HRTimeline
Betterment LLC5,688$240K<0.01%-2,28413F-HRTimeline
SageOak Financial, LLC5,331$225K0.17%-10513F-HRTimeline
Verisail Partners, LLC5,305$224K0.1%+18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,168$219K<0.01%+16913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,978$210K<0.01%-2213F-HR/ATimelineGroup
Berger Financial Group, Inc4,971$210K0.01%+7313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,798$203K<0.01%new13F-HRTimelineGroup
Meritas Wealth Management, LLC4,788$202K0.1%013F-HRTimeline
MGO ONE SEVEN LLC4,787$202K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,286$181K0.01%+40513F-HRTimeline
Cloud Capital Management, LLC3,820$161K0.08%new13F-HRTimeline
Nemes Rush Group LLC3,611$152K0.02%+33813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC3,449$146K0.1%-16013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,193$135K<0.01%+9013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC2,601$110K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,070$87.4K<0.01%-3,75013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,986$83.9K<0.01%-44213F-HR/ATimelineGroup
ELEVATE WEALTH ADVISORY, INC1,953$82.5K0.06%013F-HRTimeline
MASECO LLP1,866$78.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,432$60.5K<0.01%-19413F-HRTimelineGroup
Washington Trust Advisors, Inc.1,288$54.4K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,190$50.2K0.01%-2,40513F-HRTimelineGroup
NewEdge Advisors, LLC949$40.1K<0.01%+5413F-HRTimeline
Crewe Advisors LLC945$39.9K<0.01%013F-HRTimeline
IFP Advisors, Inc503$21.2K<0.01%+50013F-HR/ATimeline
CWM, LLCin group CWM, LLC493$21K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC428$18.1K<0.01%013F-HRTimeline
Orion Capital Management LLC255$10.8K<0.01%013F-HRTimeline
AE Wealth Management LLC197$8.32K<0.01%+10013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/163$6.88K<0.01%new13F-HR/ATimelineGroup
Qube Research & Technologies Ltd161$6.8K<0.01%-2713F-HRTimeline
Seneschal Advisors, LLC159$6.71K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.121$5.11K<0.01%+10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17$721<0.01%new13F-HRTimelineGroup