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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

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$42.09 +0.01 (+0.02%)
Closing price 08/8/2025 04:10 PM Eastern
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$42.07 -0.02 (-0.05%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$209.73M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$34.11M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/7/2025 Nwam LLC40,917$1.71M0.1%+3.2%0.183%
8/7/2025 Samalin Investment Counsel LLC29,250$1.22M0.5%-15.0%0.131%
8/6/2025 Vestmark Advisory Solutions Inc.19,798$828K0.0%+146.8%0.088%
8/6/2025 Savant Capital LLC7,523$315K0.0%N/A0.034%
8/6/2025 Geometric Wealth Advisors498,824$20.86M3.1%+0.2%2.229%
8/6/2025 Entrewealth LLC61,488$2.57M1.8%+27.9%0.275%
8/4/2025 Saxony Capital Management LLC41,633$1.74M1.3%-21.6%0.186%
8/4/2025 Assetmark Inc.73,475$3.07M0.0%N/A0.328%
8/1/2025 Envestnet Asset Management Inc.84,242$3.52M0.0%+354.0%0.377%
7/31/2025 Heirloom Wealth Management983,348$41.11M10.9%-4.1%4.395%
7/31/2025 Core Wealth Management Inc.222,731$9.31M3.3%+6.4%0.995%
7/31/2025 City State Bank6,250$261K0.1%+150.0%0.028%
7/31/2025 Focus Partners Advisor Solutions LLC31,111$1.30M0.0%+8.2%0.139%
7/31/2025 Curio Wealth LLC17,610$736K0.3%+31,346.4%0.079%
7/31/2025 Planning Center Inc.868,594$36.32M4.0%+2.2%3.882%
7/30/2025 Forum Financial Management LP83,158$3.48M0.1%-3.1%0.372%
7/30/2025 Exencial Wealth Advisors LLC43,643$1.83M0.1%-6.7%0.195%
7/30/2025 Klingman & Associates LLC31,534$1.32M0.1%-4.0%0.141%
7/30/2025 Drive Wealth Management LLC6,351$266K0.1%-24.9%0.028%
7/29/2025 Two West Capital Advisors LLC6,491$271K0.2%-7.0%0.029%
7/29/2025 Stratos Investment Management LLC349,242$14.60M0.7%+6.8%1.561%
7/28/2025 Sterling Financial Planning Inc.132,599$5.54M1.8%+6.1%0.593%
7/25/2025 Envestnet Portfolio Solutions Inc.9,692$405K0.0%N/A0.043%
7/25/2025 Concord Wealth Partners3,595$150K0.0%+202.1%0.016%
7/25/2025 Hemington Wealth Management765,886$32.02M4.6%+6.5%3.423%
7/23/2025 Sax Wealth Advisors LLC8,243$345K0.0%+52.8%0.037%
7/22/2025 AWM Capital LLC78,517$3.28M0.3%+1.3%0.351%
7/22/2025 David Wealth Management LLC152,228$6.37M4.7%+6.4%0.680%
7/22/2025 Yardley Wealth Management LLC250,286$10.46M5.7%+3.7%1.119%
7/21/2025 Onyx Financial Advisors LLC38,116$1.59M0.8%+49.1%0.170%
7/18/2025 Meritas Wealth Management LLC4,788$200K0.1%N/A0.021%
7/18/2025 PBMares Wealth Management LLC30,290$1.27M0.2%-2.1%0.135%
7/18/2025 FMB Wealth Management29,242$1.22M0.6%-2.1%0.131%
7/18/2025 BCU Wealth Advisors LLC96,949$4.05M1.8%+16.7%0.433%
7/17/2025 Northwest Wealth Management LLC16,991$710K0.1%+1.8%0.076%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
7/17/2025 Global Trust Asset Management LLC2,900$121K0.1%+2,800.0%0.013%
7/17/2025 Porter White Investment Advisors Inc.48,010$2.01M0.9%+6.3%0.215%
7/17/2025 Willow Creek Wealth Management Inc.35,279$1.48M0.1%-1.9%0.158%
7/17/2025 XY Planning Network Inc.19,416$812K0.3%+8.5%0.087%
7/17/2025 Blossom Wealth Management7,753$324K0.6%+12.6%0.035%
7/16/2025 TRU Independence Asset Management 2 LLC20,023$837K0.6%-49.3%0.090%
7/16/2025 Vestia Personal Wealth Advisors31,286$1.31M0.8%+15.1%0.140%
7/16/2025 Strategic Investment Solutions Inc. IL5,710$239K0.1%+602.3%0.026%
7/16/2025 Five Oceans Advisors254,918$10.66M4.5%+3.5%1.141%
7/16/2025 Leading Edge Financial Planning LLC382,545$15.99M4.4%+7.1%1.712%
7/15/2025 Level Financial Advisors199,579$8.34M2.6%+6.6%0.893%
7/15/2025 Total Wealth Planning LLC21,509$899K0.1%-27.3%0.096%
7/15/2025 Vestment Financial LLC130,432$5.45M3.5%+5.6%0.584%
7/15/2025 Maseco LLP1,866$78K0.0%N/A0.008%
7/15/2025 Fortitude Family Office LLC243,967$10.20M3.3%+67.1%1.092%
7/14/2025 KFG Wealth Management LLC194,955$8.15M1.3%+2.4%0.873%
7/14/2025 Park Avenue Securities LLC68,750$2.87M0.0%N/A0.308%
7/14/2025 Shearwater Capital LLC39,773$1.66M1.0%+1.0%0.178%
7/11/2025 Scratch Capital LLC234,900$9.82M8.0%+25.0%1.055%
7/11/2025 Physician Wealth Solutions Inc.350,435$14.65M6.8%-0.3%1.573%
7/11/2025 Farther Finance Advisors LLC3,107$130K0.0%N/A0.014%
7/10/2025 Wealth Enhancement Advisory Services LLC30,059$1.25M0.0%-2.4%0.135%
7/9/2025 Krilogy Financial LLC104,458$4.37M0.3%+1.6%0.469%
7/9/2025 Market 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%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.64,038$2.68M0.9%+15.1%0.288%
7/8/2025 Apella Capital LLC167,513$6.98M0.2%+0.9%0.755%
7/3/2025 CPA 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%
5/30/2025 Porter 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%
5/15/2025 Focus 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%
5/14/2025CreativeOne Wealth LLC22,020$927K0.0%+24.6%0.104%
5/14/2025 Entrewealth LLC48,074$2.02M1.6%+33.1%0.227%
5/14/2025Hill Investment Group Partners LLC789,684$33.25M4.6%-1.0%3.734%
5/14/2025 Sax Wealth Advisors LLC5,393$227K0.0%N/A0.025%
5/14/2025Flow Traders U.S. LLC66,440$2.80M0.1%-37.1%0.314%
5/13/2025 Vestmark Advisory Solutions Inc.8,021$338K0.0%+36.2%0.038%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,503$906K0.1%+27.6%0.102%
5/12/2025 Berger Financial Group Inc4,898$206K0.0%-13.0%0.023%
5/12/2025Townsquare Capital LLC8,224$346K0.0%N/A0.039%
5/9/2025Pinney & Scofield Inc.400,986$16.89M12.2%+14.1%1.896%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
5/9/2025 Geometric Wealth Advisors497,976$20.97M3.6%+10.4%2.354%
5/9/2025 Hemington Wealth Management719,376$30.29M4.7%+189.6%3.401%
5/9/2025 Exencial Wealth Advisors LLC46,780$1.97M0.1%+7.8%0.221%
5/9/2025Plan Group Financial LLC136,740$5.76M2.1%+11.3%0.647%
5/9/2025 Strategic Investment Solutions Inc. IL813$34K0.0%-75.1%0.004%
5/7/2025 AWM Capital LLC77,540$3.27M0.4%+6.3%0.367%
5/7/2025Nemes Rush Group LLC2,453$103K0.0%+153.1%0.012%
5/7/2025 Drive Wealth Management LLC8,453$356K0.1%-8.4%0.040%
5/6/2025 Physician Wealth Solutions Inc.351,418$14.80M7.4%-1.0%1.662%
5/5/2025 IFP Advisors Inc100,791$4.24M0.1%-9.8%0.477%
(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, 141 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 ($33.25M), Hemington Wealth Management ($32.02M), Geometric Wealth Advisors ($20.86M), CPA Asset Management LLC ($18.06M), and Pinney & Scofield Inc. ($16.74M).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 130 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), Pinney & Scofield Inc. ($400.99K), Physician Wealth Solutions Inc. ($326.46K), Yardley Wealth Management LLC ($282.39K), Market Street Wealth Management Advisors LLC ($278.65K), and Austin Wealth Management LLC ($261.29K).

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

Institutional investors have bought a total of 5,066,975 shares in the last 24 months. This purchase volume represents approximately $209.73M in transactions.

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

Of the 44 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 822,422 shares in the last 24 months. This volume of shares sold represents approximately $34.11M in transactions.



This page (NYSEARCA:DFIP) was last updated on 8/9/2025 by MarketBeat.com Staff
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