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Disclosery

DFIP DIMENSIONAL ETF TRUST

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INFLATION PROTE (fund)

159 managers (161 13F filers) reported a position in DFIP shares at 2025-12-31, 18,657,356 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
159
13F filers
161
New
19
Added
82
Reduced
34
Sold out
11
Shares held by filers
18,657,356

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,735,599$155M4.91%+162,05213F-HRTimeline
Beacon Pointe Advisors, LLC1,133,875$47.1M0.33%+1,116,58613F-HRTimeline
Heirloom Wealth Management1,096,011$45.5M10.53%+30,35113F-HRTimeline
Planning Center, Inc.1,016,625$42.2M4.31%+118,28313F-HRTimeline
Hill Investment Group Partners, LLC802,608$33.4M3.97%+2,61813F-HRTimeline
Geometric Wealth Advisors525,921$21.9M2.81%+4,68713F-HRTimeline
PINNEY & SCOFIELD, INC.520,444$21.6M12.27%+77,83713F-HRTimeline
Rather & Kittrell, Inc.505,517$21M3.38%+61,10713F-HRTimeline
Leading Edge Financial Planning LLC475,655$19.8M4.5%+51,06513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.445,779$18.5M0.74%+22,14813F-HRTimelineGroup
Fortitude Family Office, LLC428,494$17.8M4.17%+143,92313F-HRTimeline
Physician Wealth Solutions Inc.393,446$16.3M6.93%+22,56113F-HRTimeline
Level Financial Advisors320,062$13.3M3.52%+35,34013F-HRTimeline
SCRATCH CAPITAL LLC318,495$13.2M8.66%+66,53113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…301,097$12.5M1.95%+2,64213F-HRTimeline
Austin Wealth Management, LLC272,681$11.3M1.68%+9,14813F-HRTimeline
Yardley Wealth Management LLC270,023$11.2M5.96%+31,49513F-HRTimeline
Five Oceans Advisors254,432$10.6M3.74%+11513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC241,114$10M0.06%new13F-HRTimelineGroup
Core Wealth Management, Inc.240,688$10M3.12%+9,59213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC231,701$9.63M1.29%+16,80013F-HRTimeline
New Dimensions Wealth Management, LLC226,896$9.43M8.06%+11,41613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC224,135$9.31M0.91%+3,86613F-HRTimeline
Apella Capital, LLC188,708$7.84M0.15%+15,07513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.183,849$7.65M1.13%+111,10513F-HRTimeline
CPA Asset Management Group, LLC165,469$6.88M2.41%-193,84013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP164,063$6.82M0.09%-76,17013F-HRTimelineGroup
Sterling Financial Planning, Inc.154,691$6.43M1.94%+15,52813F-HRTimeline
Vestment Financial LLC154,322$6.43M3.33%+16,95513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding147,276$6.12M+40,113Timeline
Financial Plan, Inc.146,870$6.1M0.7%13F-HRTimeline
Krilogy Financial LLC138,286$5.77M0.2%+8,96813F-HRTimeline
Larson Financial Group LLC119,284$4.96M0.17%-9,33913F-HRTimeline
BCU Wealth Advisors, LLC112,903$4.69M1.8%+9,07313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,720$4.68M<0.01%-5,89913F-HR/ATimelineGroup
Ares Financial Consulting, LLC99,250$4.12M3.93%13F-HRTimeline
McCartney Wealth Management LLC98,448$4.09M3.53%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,857$3.94M<0.01%-19,49313F-HRTimelineGroup
Grove Street Fiduciary, LLC94,826$3.94M1.65%-16213F-HRTimeline
Porter White Investment Advisors, Inc.89,362$3.71M1.52%+15,85213F-HRTimeline
AWM CAPITAL, LLC84,892$3.53M0.32%+7,05413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,630$3.48M0.03%+6,40613F-HRTimelineGroup
Altiora Financial Group, LLC78,596$3.27M0.56%-3,63513F-HRTimeline
ENTREWEALTH, LLC75,187$3.15M1.42%+3,84913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC72,128$3M0.01%-90813F-HRTimelineGroup
Broadhurst Jeffrey B64,223$2.67M2.77%13F-HRTimeline
Farther Finance Advisors, LLC63,162$2.62M0.03%+54,15813F-HRTimeline
Foundry Financial LLC60,372$2.51M1.32%13F-HRTimeline
Yeomans Consulting Group, Inc.59,722$2.48M0.73%new13F-HRTimeline
Balanced Rock Investment Advisors LLC59,543$2.47M1.76%+3,26913F-HRTimeline
CFS Investment Advisory Services, LLC53,941$2.24M0.16%+4,46913F-HRTimeline
NWAM LLC50,056$2.08M0.12%+6,82713F-HRTimeline
Amicus Financial Advisors, LLC48,084$2M0.56%13F-HRTimeline
MB Generational Wealth, LLC47,794$1.99M1.05%+39,24813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC44,617$1.85M0.06%+1,75813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding42,931$1.78M-77,165Timeline
Onyx Financial Advisors, LLC42,500$1.77M0.75%+3,57413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,143$1.75M<0.01%-3,29013F-HRTimeline
Shearwater Capital LLC42,069$1.75M1%+1,58913F-HRTimeline
TCP Asset Management, LLC41,729$1.73M0.29%+1,74613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,818$1.7M0.01%-81113F-HRTimelineGroup
Plan Group Financial, LLC40,442$1.68M0.44%-25,80013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,862$1.66M<0.01%+30,49613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,169$1.63M<0.01%+14,22313F-HRTimelineGroup
SageView Advisory Group, LLC38,758$1.61M0.05%+1,07413F-HRTimeline
City State Bank38,400$1.6M0.44%+26,25013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,840$1.41M0.25%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS33,260$1.38M0.7%+55913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC33,194$1.38M0.02%new13F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,752$1.32M0.03%+7,71313F-HRTimelineGroup
FMB WEALTH MANAGEMENT31,589$1.31M0.52%-2013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,317$1.26M<0.01%+67513F-HRTimeline
Samalin Investment Counsel, LLC29,955$1.24M0.44%-21913F-HRTimeline
Tortoise Investment Management, LLC26,942$1.12M0.1%+1913F-HRTimeline
Klingman & Associates, LLC26,933$1.12M0.05%-2,50713F-HRTimeline
Allworth Financial LP26,187$1.09M<0.01%+31813F-HRTimeline
Cambridge Investment Research Advisors,…25,391$1.05M<0.01%new13F-HRTimeline
Pioneer Wealth Management Group25,279$1.05M0.32%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/25,122$1.04M0.41%+1,31313F-HRTimelineGroup
XY Planning Network, Inc.24,527$1.02M0.18%+5,11113F-HRTimeline
LPL Financial LLC24,092$1M<0.01%+6,96213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,256$883K<0.01%+6,02913F-HRTimelineGroup
SeedSafe Financial LLC19,915$828K0.73%13F-HRTimeline
Foster Group, Inc.18,094$752K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC17,755$738K<0.01%+17,26213F-HRTimelineGroup
Coston, McIsaac & Partners17,253$716K0.17%+9,98713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,624$691K0.11%-2,90913F-HRTimeline
Greenspring Advisors, LLC16,032$666K0.04%new13F-HRTimeline
Saxony Capital Management, LLC15,828$658K0.4%-46,31713F-HRTimeline
Applied Capital LLC15,299$636K0.24%+8013F-HRTimeline
CURIO WEALTH, LLC14,974$623K0.22%-2,20313F-HRTimeline
Visionary Horizons, LLC14,346$596K0.31%-89013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,144$588K0.22%-9413F-HRTimeline
Foundations Investment Advisors, LLC13,467$560K0.01%+1,48713F-HRTimeline
Aspire Private Capital, LLC13,097$544K0.12%+71413F-HRTimeline
Modera Wealth Management, LLC12,833$533K0.01%013F-HRTimeline
Donalies Financial Planning, LLC12,812$532K0.45%13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC12,167$506K0.32%-1,80813F-HRTimeline
Vestmark Advisory Solutions, Inc.11,839$492K0.01%+2,25213F-HRTimeline
Root Financial Partners, LLC11,760$489K0.03%-2,92313F-HRTimeline
OneDigital Investment Advisors LLC10,903$453K<0.01%new13F-HRTimeline
HFG Wealth Management, LLC10,647$442K0.24%-613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,636$442K0.03%-12,89813F-HRTimeline
Kane Co Wealth Management, Inc.10,583$440K0.39%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,496$436K0.02%new13F-HRTimelineGroup
Note Advisors, LLC10,250$427K0.22%-5513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,247$426K<0.01%+5,07913F-HRTimelineGroup
Glass Jacobson Investment Advisors llc10,190$423K0.15%+21813F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,473$394K0.09%+13513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,449$393K<0.01%+2,48913F-HRTimelineGroup
Stewardship Advisors, LLC9,350$389K0.09%+36013F-HRTimeline
SC&H Financial Advisors, Inc.8,933$371K0.06%+1,09213F-HRTimeline
Blossom Wealth Management8,626$358K0.59%+33013F-HRTimeline
Vise Technologies, Inc.8,615$358K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,298$345K<0.01%+3,50013F-HRTimelineGroup
Essential Planning, LLC.8,202$341K0.11%new13F-HRTimeline
Lynx Investment Advisory8,021$333K0.18%+17613F-HRTimeline
HRT FINANCIAL LP7,738$321K<0.01%new13F-HRTimeline
Composition Wealth, LLC7,533$313K<0.01%-41213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,298$303K0.01%-62413F-HRTimelineGroup
First Financial Group Corp7,140$297K0.25%+92013F-HRTimeline
EP Wealth Advisors, LLC7,086$294K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,046$293K<0.01%+2,06813F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.6,958$289K0.28%13F-HRTimeline
Legacy Capital Wealth Partners, LLC6,893$286K0.06%-55213F-HRTimeline
Two West Capital Advisors LLC5,850$243K0.14%013F-HRTimeline
Betterment LLC5,584$232K<0.01%-10413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,483$228K<0.01%-48313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,433$226K<0.01%new13F-HRTimelineGroup
SageOak Financial, LLC5,368$223K0.16%+3713F-HRTimeline
Verisail Partners, LLC5,325$221K0.09%+2013F-HRTimeline
SpringVest Wealth Management LLC5,264$219K0.15%new13F-HRTimeline
Meritas Wealth Management, LLC5,153$214K0.1%+36513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,280$178K0.01%-613F-HRTimeline
Nemes Rush Group LLC3,611$150K0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC3,449$143K0.09%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,980$124K0.02%+1,79013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC2,601$108K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,402$99.8K0.07%+44913F-HRTimeline
Geneos Wealth Management Inc.2,070$86K<0.01%013F-HRTimeline
MASECO LLP1,866$77.5K<0.01%013F-HRTimeline
Torren Management, LLC1,541$64K0.03%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,342$55.8K<0.01%-64413F-HR/ATimelineGroup
Washington Trust Advisors, Inc.1,307$54.3K<0.01%+1913F-HRTimeline
Tradewinds Capital Management, LLC1,292$53.7K0.01%new13F-HRTimeline
NewEdge Advisors, LLC956$39.7K<0.01%+713F-HRTimeline
Crewe Advisors LLC945$39.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.902$37.5K<0.01%+78113F-HRTimeline
IFP Advisors, Inc626$26K<0.01%+12313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources550$22.9K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC428$17.8K<0.01%013F-HRTimeline
Orion Capital Management LLC255$10.6K<0.01%013F-HRTimeline
AE Wealth Management LLC198$8.24K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd161$6.69K<0.01%013F-HRTimeline
Seneschal Advisors, LLC159$6.61K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.140$5.82K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC98$4.07K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC1$42<0.01%new13F-HRTimeline
SIGNATUREFD, LLC0$11<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.