Who Owns Dimensional - Inflation-Protected Securities ETF (DFIP)?Hedge Fund & Institutional Holders

$42.12+0.11 (+0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$40.27$40.87$41.47$42.06$42.66Oct 24Jun 25Mar 26

DFIP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Matson Money. Inc.New Position+3.7M+$155.3B
Planning Center, Inc.New Position+1.0M+$42.2B
Rather & Kittrell, Inc.New Position+506K+$21.0B
Stratos Investment Management, LLCNew Position+446K+$18.5B
Fortitude Family Office, LLCNew Position+428K+$17.8B
Austin Wealth Management, LLCNew Position+273K+$11.3B
Five Oceans AdvisorsNew Position+254K+$10.6B
Core Wealth Management, Inc.New Position+241K+$10.0B
New Dimensions Wealth Management, LLCNew Position+227K+$9.4B
Henrickson Nauta Wealth Advisors, Inc.New Position+184K+$7.7B
CPA Asset Management Group, LLCNew Position+165K+$6.9B
Sterling Financial Planning, Inc.New Position+155K+$6.4B
Vestment Financial LLCNew Position+154K+$6.4B
Krilogy Financial LLCNew Position+138K+$5.8B
BCU Wealth Advisors, LLCNew Position+113K+$4.7B

DFIP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Larson Financial Group LLCDecreased-9K-$5.4B
Focus Partners WealthDecreased-63K-$2.9B
Binnacle Investments IncClosed Position-58K-$2.5B
CITADEL ADVISORS LLCDecreased-19K-$1.8B
Willow Creek Wealth Management Inc.Closed Position-36K-$1.5B
GOLDMAN SACHS GROUP INCDecreased-6K-$1.0B
Dynamic Advisor Solutions LLCClosed Position-21K-$907.5M
Equitable Holdings, Inc.Decreased-811-$758.0M
Strategic Investment Solutions, Inc. /ILClosed Position-9K-$394.4M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-624-$334.5M
Berger Financial Group, IncClosed Position-5K-$209.9M
CURIO WEALTH, LLCDecreased-2K-$103.4M
ASSETMARK, INCDecreased-908-$87.3M
WELLS FARGO & COMPANY/MNClosed Position-1K-$60.5M
Legacy Capital Wealth Partners, LLCDecreased-552-$28.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Matson Money. Inc.3,735,599$155.3B4.91%Share
2Heirloom Wealth Management1,096,011$45.5B10.53%Share
3Planning Center, Inc.1,016,625$42.2B4.31%Share
4Hill Investment Group Partners, LLC802,608$33.4B3.97%Share
5Geometric Wealth Advisors525,921$21.9B2.81%Share
6PINNEY & SCOFIELD, INC.520,444$21.6B12.27%Share
7Rather & Kittrell, Inc.505,517$21.0B3.38%Share
8Leading Edge Financial Planning LLC475,655$19.8B4.50%Share
9Stratos Investment Management, LLC445,779$18.5B0.74%Share
10Fortitude Family Office, LLC428,494$17.8B4.14%Share
11Physician Wealth Solutions Inc.393,446$16.3B6.93%Share
12Level Financial Advisors320,062$13.3B3.52%Share
13Austin Wealth Management, LLC272,681$11.3B1.68%Share
14Five Oceans Advisors254,432$10.6B3.74%Share
15Core Wealth Management, Inc.240,688$10.0B3.12%Share
16KFG WEALTH MANAGEMENT, LLC231,701$9.6B1.29%Share
17New Dimensions Wealth Management, LLC226,896$9.4B8.06%Share
18MONOGRAPH WEALTH ADVISORS, LLC224,135$9.3B0.91%Share
19Henrickson Nauta Wealth Advisors, Inc.183,849$7.7B1.13%Share
20CPA Asset Management Group, LLC165,469$6.9B2.41%Share
21Sterling Financial Planning, Inc.154,691$6.4B1.94%Share
22Vestment Financial LLC154,322$6.4B3.33%Share
23Krilogy Financial LLC138,286$5.8B0.20%Share
24BCU Wealth Advisors, LLC112,903$4.7B1.80%Share
25GOLDMAN SACHS GROUP INC112,720$4.0B0.49%Share
26Grove Street Fiduciary, LLC94,826$3.9B1.65%Share
27Porter White Investment Advisors, Inc.89,362$3.7B1.52%Share
28AWM CAPITAL, LLC84,892$3.5B0.32%Share
29Altiora Financial Group, LLC78,596$3.3B0.56%Share
30ENTREWEALTH, LLC75,187$3.1B1.42%Share
31CITADEL ADVISORS LLC94,857$3.0B0.45%Share
32ASSETMARK, INC72,128$3.0B6.11%Share
33Farther Finance Advisors, LLC63,162$2.6B28.11%Share
34Yeomans Consulting Group, Inc.59,722$2.5B0.73%Share
35Balanced Rock Investment Advisors LLC59,543$2.5B1.76%Share
36NWAM LLC50,056$2.1B0.12%Share
37MB Generational Wealth, LLC47,794$2.0B1.05%Share
38Onyx Financial Advisors, LLC42,500$1.8B0.75%Share
39Shearwater Capital LLC42,069$1.7B1.00%Share
40TCP Asset Management, LLC41,729$1.7B0.29%Share
41Plan Group Financial, LLC40,442$1.7B0.44%Share
42City State Bank38,400$1.6B0.44%Share
43PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,840$1.4B0.25%Share
44VESTIA PERSONAL WEALTH ADVISORS33,260$1.4B0.70%Share
45FMB WEALTH MANAGEMENT31,589$1.3B0.52%Share
46Samalin Investment Counsel, LLC29,955$1.2B0.44%Share
47Tortoise Investment Management, LLC26,942$1.1B0.10%Share
48Klingman & Associates, LLC26,933$1.1B0.05%Share
49Pioneer Wealth Management Group25,279$1.1B0.32%Share
50Centennial Bank/AR/25,122$1.0B0.41%Share

DFIP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025156$598.0B+85
Q3 202571$247.9B-60
Q2 2025131$570.4B-5
Q1 2025136$574.4B+43
Q4 202493$2.3T+29
Q3 202464$23.3T+6
Q2 202458$20.2T+4
Q1 202454$21.4T—

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

V

Visa Inc.

VTI

Vanguard Total Stock Market ETF

MA

Mastercard Incorporated

As of Q4 2025, 50 institutional investors hold DFIP (Dimensional - Inflation-Protected Securities ETF). The largest holder is Matson Money. Inc. with $155.3B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own DFIP?

As of Q4 2025, 50 institutional investors report holding DFIP (Dimensional - Inflation-Protected Securities ETF) in their 13F filings.

Who is the largest institutional holder of DFIP?

The largest institutional holder of DFIP is Matson Money. Inc. with $155.3B in shares.

Is institutional ownership of DFIP increasing or decreasing?

This quarter, 15 institutions opened new positions in DFIP and 6 closed their positions.