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Disclosery

DFIP DIMENSIONAL ETF TRUST

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INFLATION PROTE (fund)

163 managers (166 13F filers) reported a position in DFIP shares at 2026-03-31, 18,229,566 shares in all. 21 filers opened a position and 16 filers sold out during the quarter.

Managers
163
13F filers
166
New
21
Added
74
Reduced
45
Sold out
16
Shares held by filers
18,229,566

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.3,885,941$162M4.97%+150,34213F-HRTimeline
Beacon Pointe Advisors, LLC1,134,670$47.3M0.25%+79513F-HRTimeline
Planning Center, Inc.1,058,790$44.2M4.48%+42,16513F-HRTimeline
Hill Investment Group Partners, LLC791,225$33M3.65%-11,38313F-HRTimeline
PINNEY & SCOFIELD, INC.564,887$23.6M12.71%+44,44313F-HRTimeline
Rather & Kittrell, Inc.533,670$22.3M3.44%+28,15313F-HRTimeline
Leading Edge Financial Planning LLC515,024$21.5M4.52%+39,36913F-HRTimeline
Geometric Wealth Advisors511,563$21.3M2.67%-14,35813F-HRTimeline
Fortitude Family Office, LLC504,266$21M4.73%+75,77213F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.466,060$19.4M0.78%+20,28113F-HRTimelineGroup
Physician Wealth Solutions Inc.427,914$17.9M7.39%+34,46813F-HRTimeline
SCRATCH CAPITAL LLC349,021$14.6M8.34%+30,52613F-HRTimeline
Level Financial Advisors342,611$14.3M3.65%+22,54913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…305,143$12.7M2.01%+4,04613F-HRTimeline
Yardley Wealth Management LLC288,125$12M6.16%+18,10213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC255,045$10.6M1.38%+23,34413F-HRTimeline
Five Oceans Advisors254,425$10.6M3.84%-713F-HRTimeline
Core Wealth Management, Inc.253,735$10.6M3.24%+13,04713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC240,173$10M0.05%-94113F-HRTimelineGroup
New Dimensions Wealth Management, LLC235,276$9.82M8.35%+8,38013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC233,375$9.74M0.92%+9,24013F-HRTimeline
Apella Capital, LLC227,411$9.59M0.14%+38,70313F-HRTimeline
Financial Plan, Inc.193,415$8.07M0.86%+46,54513F-HRTimeline
Heirloom Wealth Management192,214$8.02M1.44%-903,79713F-HRTimeline
Austin Wealth Management, LLC179,713$7.53M1.71%-92,96813F-HRTimeline
Sterling Financial Planning, Inc.170,748$7.12M2.11%+16,05713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP163,359$6.82M0.1%-70413F-HRTimelineGroup
Vestment Financial LLC158,546$6.69M3.15%+4,22413F-HRTimeline
CPA Asset Management Group, LLC147,462$6.15M2.06%-18,00713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding145,888$6.09M-1,388Timeline
Krilogy Financial LLC144,234$6.07M0.2%+5,94813F-HRTimeline
Foundry Financial LLC119,478$4.98M2.11%+59,10613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC117,827$4.92M<0.01%+5,10713F-HRTimelineGroup
BCU Wealth Advisors, LLC116,000$4.84M1.8%+3,09713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.110,231$4.6M1.29%-73,61813F-HRTimeline
Ares Financial Consulting, LLC104,508$4.36M3.43%+5,25813F-HRTimeline
McCartney Wealth Management LLC100,011$4.17M3.51%+1,56313F-HRTimeline
Porter White Investment Advisors, Inc.94,247$3.93M1.57%+4,88513F-HRTimeline
Grove Street Fiduciary, LLC93,188$3.89M1.71%-1,63813F-HRTimeline
Larson Financial Group LLC86,230$3.6M0.12%-33,05413F-HRTimeline
Farther Finance Advisors, LLC85,525$3.57M0.03%+22,36313F-HRTimeline
AWM CAPITAL, LLC83,841$3.5M0.32%-1,05113F-HRTimeline
ENTREWEALTH, LLC81,267$3.39M1.52%+6,08013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,733$3.29M0.03%-4,89713F-HRTimelineGroup
Altiora Financial Group, LLC78,596$3.28M0.54%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC70,663$2.95M0.01%-1,46513F-HRTimelineGroup
Broadhurst Jeffrey B65,967$2.75M2.82%+1,74413F-HRTimeline
Balanced Rock Investment Advisors LLC61,553$2.57M1.8%+2,01013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding61,248$2.56M+18,317Timeline
City State Bank60,567$2.53M0.66%+22,16713F-HRTimeline
CFS Investment Advisory Services, LLC56,576$2.39M0.16%+2,63513F-HRTimeline
Amicus Financial Advisors, LLC55,838$2.33M0.64%+7,75413F-HRTimeline
MB Generational Wealth, LLC55,075$2.3M1.27%+7,28113F-HRTimeline
Onyx Financial Advisors, LLC54,057$2.26M0.94%+11,55713F-HRTimeline
NWAM LLC52,471$2.19M0.13%+2,41513F-HRTimeline
Merit Financial Group, LLC48,690$2.03M0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,986$2M<0.01%+8,81713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC47,739$1.99M<0.01%+5,59613F-HRTimeline
TCP Asset Management, LLC46,799$1.95M0.25%+5,07013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC45,726$1.91M0.06%+1,10913F-HRTimeline
Shearwater Capital LLC42,539$1.77M0.93%+47013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,160$1.68M<0.01%+29813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,474$1.6M0.01%-2,34413F-HRTimelineGroup
Creative Planningin group Creative Planning36,985$1.54M<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC36,620$1.53M0.06%-2,13813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/33,380$1.39M0.5%+8,25813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,286$1.39M0.03%+1,53413F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS31,840$1.33M0.62%-1,42013F-HRTimeline
FMB WEALTH MANAGEMENT31,589$1.32M0.55%013F-HRTimeline
XY Planning Network, Inc.30,219$1.26M0.2%+5,69213F-HRTimeline
Samalin Investment Counsel, LLC29,612$1.24M0.44%-34313F-HRTimeline
Cambridge Investment Research Advisors,…27,452$1.15M<0.01%+2,06113F-HRTimeline
Tortoise Investment Management, LLC26,942$1.12M0.09%013F-HRTimeline
LPL Financial LLC26,705$1.11M<0.01%+2,61313F-HRTimeline
Klingman & Associates, LLC26,685$1.11M0.05%-24813F-HRTimeline
Allworth Financial LP26,065$1.09M<0.01%-12213F-HRTimeline
Plan Group Financial, LLC24,471$1.02M0.24%-15,97113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,319$1.02M<0.01%-5,99813F-HRTimeline
CWM, LLCin group CWM, LLC23,904$997K<0.01%+6,14913F-HRTimelineGroup
SeedSafe Financial LLC19,915$831K0.68%013F-HRTimeline
Foster Group, Inc.18,094$755K0.02%013F-HRTimeline
Coston, McIsaac & Partners16,567$691K0.16%-68613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,505$689K0.1%-11913F-HRTimeline
Greenspring Advisors, LLC16,452$686K0.04%+42013F-HRTimeline
Visionary Horizons, LLC16,049$670K0.33%+1,70313F-HRTimeline
Kane Co Wealth Management, Inc.14,745$615K0.52%+4,16213F-HRTimeline
CURIO WEALTH, LLC14,633$610K0.21%-34113F-HRTimeline
Essential Planning, LLC.14,573$608K0.19%+6,37113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,854$578K0.21%-29013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,193$550K<0.01%+3,74413F-HRTimelineGroup
Saxony Capital Management, LLC13,074$545K0.32%-2,75413F-HRTimeline
Modera Wealth Management, LLC12,833$535K0.01%013F-HRTimeline
Donalies Financial Planning, LLC12,608$526K0.45%-20413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC12,167$508K0.31%013F-HRTimeline
Vestmark Advisory Solutions, Inc.12,117$506K0.01%+27813F-HRTimeline
Aspire Private Capital, LLC11,559$482K0.11%-1,53813F-HRTimeline
Foundations Investment Advisors, LLC11,142$465K0.01%-2,32513F-HRTimeline
HFG Wealth Management, LLC10,746$448K0.25%+9913F-HRTimeline
Root Financial Partners, LLC10,711$447K0.02%-1,04913F-HRTimeline
OneDigital Investment Advisors LLC10,635$444K<0.01%-26813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,388$433K<0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,372$433K0.02%-26413F-HRTimeline
Glass Jacobson Investment Advisors llc10,255$428K0.15%+6513F-HRTimeline
Note Advisors, LLC10,249$428K0.21%-113F-HRTimeline
Two West Capital Advisors LLC9,948$418K0.22%+4,09813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,978$416K<0.01%-26913F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL9,970$416K0.1%+49713F-HRTimeline
Stewardship Advisors, LLC9,829$410K0.09%+47913F-HRTimeline
GTS SECURITIES LLC9,481$396K0.01%new13F-HRTimeline
Factor Wealth Management LTD9,244$386K0.07%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,083$379K<0.01%+78513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,008$373K<0.01%+3,52513F-HRTimelineGroup
SC&H Financial Advisors, Inc.8,933$373K0.06%013F-HRTimeline
UBS Group AGgroup of 2 filers holding8,864$370KnewTimeline
Lynx Investment Advisory8,651$361K0.17%+63013F-HRTimeline
Vise Technologies, Inc.8,615$358K0.01%013F-HRTimeline
Blossom Wealth Management8,399$350K0.52%-22713F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.7,958$332K0.32%+1,00013F-HRTimeline
Integrity Advisory Solutions, LLC7,885$329K0.04%new13F-HRTimeline
Meritas Wealth Management, LLC7,516$314K0.14%+2,36313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,245$302K0.01%-5313F-HRTimelineGroup
Savvy Advisors, Inc.7,173$299K0.01%new13F-HRTimeline
First Financial Group Corp7,140$298K0.24%013F-HRTimeline
Betterment LLC6,283$262K<0.01%+69913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,180$258K<0.01%new13F-HRTimelineGroup
Invst, LLC5,745$240K0.03%new13F-HRTimeline
Verisail Partners, LLC5,506$230K0.09%+18113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,433$227K<0.01%013F-HRTimelineGroup
SageOak Financial, LLC5,433$227K0.16%+6513F-HRTimeline
BRIGHTON JONES LLC5,176$216K<0.01%new13F-HR/ATimeline
HighTower Advisors, LLC4,926$206K<0.01%new13F-HRTimeline
Berger Financial Group, Inc4,817$201K0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC4,452$186K0.11%13F-HRTimeline
Nemes Rush Group LLC3,611$151K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,201$134K<0.01%+2,29913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,601$109K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,402$100K0.06%013F-HRTimeline
Geneos Wealth Management Inc.2,070$86.4K<0.01%013F-HRTimeline
MASECO LLP1,866$77.9K<0.01%013F-HRTimeline
LAM GROUP, INC.1,400$58.4K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,395$58.2K<0.01%-5,65113F-HR/ATimelineGroup
IFG Advisory, LLC1,364$56.9K0.16%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,342$56K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.1,307$54.5K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,292$53.9K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,096$45.7K<0.01%+14013F-HR/ATimeline
Crewe Advisors LLC945$39.4K<0.01%013F-HRTimeline
Torren Management, LLC913$38.1K0.02%-62813F-HRTimeline
Burk Holdings LLC726$30.3K0.01%new13F-HRTimeline
IFP Advisors, Inc679$28.3K<0.01%+5313F-HRTimeline
Smartleaf Asset Management LLC563$23.5K<0.01%+13513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources550$22.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450$18.8K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC343$14.3K<0.01%new13F-HRTimeline
Rossby Financial, LCC296$12.3K<0.01%new13F-HRTimeline
Orion Capital Management LLC255$10.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC182$7.59K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd161$6.72K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.140$5.84K<0.01%013F-HRTimeline
Seneschal Advisors, LLC119$4.96K<0.01%-4013F-HRTimeline
AE Wealth Management LLC99$4.13K<0.01%-9913F-HRTimeline
JFS WEALTH ADVISORS, LLC78$3.25K<0.01%-4,20213F-HRTimeline
SIGNATUREFD, LLC0$11<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.