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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$233.80M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$37.58M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025KFG Wealth Management LLC214,901$9.08M1.3%+10.2%0.895%
10/6/2025Insight Wealth Strategies LLC449,081$18.97M2.2%N/A1.871%
9/4/2025Osaic Holdings Inc.4,999$209K0.0%+10.6%0.022%
8/18/2025Geneos Wealth Management Inc.5,820$243K0.0%+35.3%0.026%
8/15/2025Binnacle Investments Inc54,982$2.30M1.5%+4.8%0.244%
8/15/2025Monograph Wealth Advisors LLC136,427$5.70M0.7%+5.0%0.606%
8/15/2025Great Valley Advisor Group Inc.7,933$332K0.0%-59.1%0.035%
8/15/2025EP Wealth Advisors LLC4,428$185K0.0%-5.6%0.020%
8/15/2025Balanced Rock Investment Advisors LLC51,707$2.16M1.7%N/A0.230%
8/14/2025Jane Street Group LLC21,008$878K0.0%+138.8%0.093%
8/14/2025Betterment LLC7,972$333K0.0%-6.9%0.035%
8/14/2025NewEdge Advisors LLC895$37K0.0%-97.2%0.004%
8/13/2025Plan Group Financial LLC98,375$4.11M1.4%-28.1%0.437%
8/13/2025Grove Street Fiduciary LLC91,644$3.83M1.8%-2.8%0.407%
8/13/2025Legacy Capital Wealth Partners LLC7,102$297K0.1%N/A0.032%
8/12/2025Burk Holdings LLC15,619$653K0.4%N/A0.069%
8/12/2025CreativeOne Wealth LLC23,043$963K0.0%+4.6%0.102%
8/12/2025Hill Investment Group Partners LLC798,105$33.37M4.3%+1.1%3.547%
8/12/2025TCP Asset Management LLC37,197$1.56M0.3%+8.5%0.165%
8/12/2025Nemes Rush Group LLC3,273$137K0.0%+33.4%0.015%
8/8/2025Tortoise Investment Management LLC26,908$1.13M0.1%+28.8%0.120%
8/8/2025Pinney & Scofield Inc.400,303$16.74M11.3%-0.2%1.789%
8/8/2025Altiora Financial Group LLC81,946$3.43M0.7%+0.5%0.366%
8/8/2025SageOak Financial LLC5,436$227K0.2%-43.9%0.024%
8/8/2025Austin Wealth Management LLC261,287$10.90M1.9%+8.2%1.168%
8/7/2025Nwam LLC40,917$1.71M0.1%+3.2%0.183%
8/7/2025Samalin Investment Counsel LLC29,250$1.22M0.5%-15.0%0.131%
8/6/2025Vestmark Advisory Solutions Inc.19,798$828K0.0%+146.8%0.088%
8/6/2025Savant Capital LLC7,523$315K0.0%N/A0.034%
8/6/2025Geometric Wealth Advisors498,824$20.86M3.1%+0.2%2.229%
8/6/2025Entrewealth LLC61,488$2.57M1.8%+27.9%0.275%
8/4/2025Saxony Capital Management LLC41,633$1.74M1.3%-21.6%0.186%
8/4/2025Assetmark Inc.73,475$3.07M0.0%N/A0.328%
8/1/2025Envestnet Asset Management Inc.84,242$3.52M0.0%+354.0%0.377%
7/31/2025Heirloom Wealth Management983,348$41.11M10.9%-4.1%4.395%
7/31/2025Core Wealth Management Inc.222,731$9.31M3.3%+6.4%0.995%
7/31/2025City State Bank6,250$261K0.1%+150.0%0.028%
7/31/2025Focus Partners Advisor Solutions LLC31,111$1.30M0.0%+8.2%0.139%
7/31/2025Curio Wealth LLC17,610$736K0.3%+31,346.4%0.079%
7/31/2025Planning Center Inc.868,594$36.32M4.0%+2.2%3.882%
7/30/2025Forum Financial Management LP83,158$3.48M0.1%-3.1%0.372%
7/30/2025Exencial Wealth Advisors LLC43,643$1.83M0.1%-6.7%0.195%
7/30/2025Klingman & Associates LLC31,534$1.32M0.1%-4.0%0.141%
7/30/2025Drive Wealth Management LLC6,351$266K0.1%-24.9%0.028%
7/29/2025Two West Capital Advisors LLC6,491$271K0.2%-7.0%0.029%
7/29/2025Stratos Investment Management LLC349,242$14.60M0.7%+6.8%1.561%
7/28/2025Sterling Financial Planning Inc.132,599$5.54M1.8%+6.1%0.593%
7/25/2025Envestnet Portfolio Solutions Inc.9,692$405K0.0%N/A0.043%
7/25/2025Concord Wealth Partners3,595$150K0.0%+202.1%0.016%
7/25/2025Hemington Wealth Management765,886$32.02M4.6%+6.5%3.423%
7/23/2025Sax Wealth Advisors LLC8,243$345K0.0%+52.8%0.037%
7/22/2025AWM Capital LLC78,517$3.28M0.3%+1.3%0.351%
7/22/2025David Wealth Management LLC152,228$6.37M4.7%+6.4%0.680%
7/22/2025Yardley Wealth Management LLC250,286$10.46M5.7%+3.7%1.119%
7/21/2025Onyx Financial Advisors LLC38,116$1.59M0.8%+49.1%0.170%
7/18/2025Meritas Wealth Management LLC4,788$200K0.1%N/A0.021%
7/18/2025PBMares Wealth Management LLC30,290$1.27M0.2%-2.1%0.135%
7/18/2025FMB Wealth Management29,242$1.22M0.6%-2.1%0.131%
7/18/2025BCU Wealth Advisors LLC96,949$4.05M1.8%+16.7%0.433%
7/17/2025Northwest Wealth Management LLC16,991$710K0.1%+1.8%0.076%
7/17/2025Global Trust Asset Management LLC2,900$121K0.1%+2,800.0%0.013%
7/17/2025Porter White Investment Advisors Inc.48,010$2.01M0.9%+6.3%0.215%
7/17/2025Willow Creek Wealth Management Inc.35,279$1.48M0.1%-1.9%0.158%
7/17/2025XY Planning Network Inc.19,416$812K0.3%+8.5%0.087%
7/17/2025Blossom Wealth Management7,753$324K0.6%+12.6%0.035%
7/16/2025TRU Independence Asset Management 2 LLC20,023$837K0.6%-49.3%0.090%
7/16/2025Vestia Personal Wealth Advisors31,286$1.31M0.8%+15.1%0.140%
7/16/2025Strategic Investment Solutions Inc. IL5,710$239K0.1%+602.3%0.026%
7/16/2025Five Oceans Advisors254,918$10.66M4.5%+3.5%1.141%
7/16/2025Leading Edge Financial Planning LLC382,545$15.99M4.4%+7.1%1.712%
7/15/2025Level Financial Advisors199,579$8.34M2.6%+6.6%0.893%
7/15/2025Total Wealth Planning LLC21,509$899K0.1%-27.3%0.096%
7/15/2025Vestment Financial LLC130,432$5.45M3.5%+5.6%0.584%
7/15/2025Maseco LLP1,866$78K0.0%N/A0.008%
7/15/2025Fortitude Family Office LLC243,967$10.20M3.3%+67.1%1.092%
7/14/2025KFG Wealth Management LLC194,955$8.15M1.3%+2.4%0.873%
7/14/2025Park Avenue Securities LLC68,750$2.87M0.0%N/A0.308%
7/14/2025Shearwater Capital LLC39,773$1.66M1.0%+1.0%0.178%
7/11/2025Scratch Capital LLC234,900$9.82M8.0%+25.0%1.055%
7/11/2025Physician Wealth Solutions Inc.350,435$14.65M6.8%-0.3%1.573%
7/11/2025Farther Finance Advisors LLC3,107$130K0.0%N/A0.014%
7/10/2025Wealth Enhancement Advisory Services LLC30,059$1.25M0.0%-2.4%0.135%
7/9/2025Krilogy Financial LLC104,458$4.37M0.3%+1.6%0.469%
7/9/2025Market Street Wealth Management Advisors LLC290,171$12.13M2.0%+2.2%1.303%
7/9/2025 HFG Wealth Management LLC10,920$460K0.3%+2.3%0.049%
7/8/2025Henrickson Nauta Wealth Advisors Inc.64,038$2.68M0.9%+15.1%0.288%
7/8/2025Apella Capital LLC167,513$6.98M0.2%+0.9%0.755%
7/3/2025CPA Asset Management LLC432,044$18.06M7.6%+2.3%1.961%
6/27/2025Goldman Sachs Group Inc.118,619$5.00M0.0%+60.6%0.539%
5/30/2025Porter White Investment Advisors Inc.45,172$1.90M0.9%N/A0.214%
5/21/2025Geneos Wealth Management Inc.4,302$181K0.0%N/A0.020%
5/19/2025Jane Street Group LLC8,796$370K0.0%N/A0.042%
5/16/2025Goldman Sachs Group Inc.118,619$5.00M0.0%+60.6%0.561%
5/16/2025Jones Financial Companies Lllp2,877$121K0.0%N/A0.014%
5/16/2025NewEdge Advisors LLC31,474$1.33M0.0%+14.2%0.149%
5/15/2025EP Wealth Advisors LLC4,692$198K0.0%+7.6%0.022%
5/15/2025Focus Partners Advisor Solutions LLC28,763$1.21M0.0%+28.4%0.136%
5/15/2025Royal Bank of Canada15,742$663K0.0%+8.5%0.074%
5/15/2025Betterment LLC8,565$361K0.0%+19.9%0.040%
5/15/2025Tortoise Investment Management LLC20,888$880K0.1%+12.0%0.099%
(Data available from 1/1/2016 forward)

DFIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIP shares?

During the previous two years, 146 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Heirloom Wealth Management ($41.11M), Planning Center Inc. ($36.32M), Hill Investment Group Partners LLC ($33.37M), Hemington Wealth Management ($32.02M), Geometric Wealth Advisors ($20.86M), Insight Wealth Strategies LLC ($18.97M), and CPA Asset Management LLC ($18.06M).Learn more on Dimensional Inflation-Protected Securities ETF's institutional investors.

Which institutional investors have been buying Dimensional Inflation-Protected Securities ETF's stock?

Of the 136 institutional investors that purchased Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heirloom Wealth Management ($944.31K), Hemington Wealth Management ($667.96K), Insight Wealth Strategies LLC ($449.08K), Pinney & Scofield Inc. ($400.99K), Physician Wealth Solutions Inc. ($326.46K), Yardley Wealth Management LLC ($282.39K), and Market Street Wealth Management Advisors LLC ($278.65K).

How much institutional buying is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have bought a total of 5,637,937 shares in the last 24 months. This purchase volume represents approximately $233.80M in transactions.

Which of Dimensional Inflation-Protected Securities ETF's major shareholders have been selling company stock?

Of the 49 institutional investors that sold Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Larson Financial Group LLC ($91.26K), TRU Independence Asset Management 2 LLC ($88.56K), Five Oceans Advisors ($87.88K), Heirloom Wealth Management ($67.58K), Saxony Capital Management LLC ($63.56K), Spinnaker Investment Group LLC ($54.57K), and Klingman & Associates LLC ($52.27K).

How much institutional selling is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have sold a total of 905,322 shares in the last 24 months. This volume of shares sold represents approximately $37.58M in transactions.


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This page (NYSEARCA:DFIP) was last updated on 10/7/2025 by MarketBeat.com Staff
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