Who owns DFIP?
Dimensional Inflation-Protected Securities ETF · Dimensional
167 institutions reported holding DFIP, worth $797.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFIP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Matson Money. Inc. | Mason, OH | $169.9M | 4,102,699 | +216,758 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $48.8M | 1,182,158 | +47,488 shares |
| Planning Center, Inc. | Moline, IL | $44.8M | 1,085,533 | +26,743 shares |
| Hill Investment Group Partners, LLC | St. Louis, MO | $31.7M | 769,537 | −21,688 shares |
| Pinney & Scofield, Inc. | Cambridge, MA | $25.4M | 615,557 | +50,670 shares |
| Rather & Kittrell, Inc. | Knoxville, TN | $24.2M | 586,834 | +53,164 shares |
| Leading Edge Financial Planning LLC | Knoxville, TN | $24.0M | 580,584 | +65,560 shares |
| Fortitude Family Office, LLC | Scottsdale, AZ | $22.4M | 543,933 | +39,667 shares |
| Geometric Wealth Advisors | Washington, DC | $21.9M | 531,015 | +19,452 shares |
| Stratos Investment Management, LLC | Beachwood, OH | $20.2M | 490,315 | +24,255 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFIP?
167 institutional managers reported holding DFIP in Form 13F filings for June 30, 2026, worth $797.4M in total. The largest reported position was held by Matson Money. Inc., at $169.9M.
Did institutions buy or sell DFIP last quarter?
Reported 13F value rose 5.6% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFIP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.