Who Owns DFIP?
Dimensional - Inflation-Protected Securities ETF — Institutional Ownership & 13F Holdings
$42.09
+0.04 (+0.10%)
Market Cap
$1.1B
Shares Outstanding
25,268,873
Institutional Holders
136
Total Inst. Value
$656.2M
% of Float Held
—
QoQ Holder Change
+82
Institutional data as of Q1 2025
New Positions
47
Closed Positions
4
Increased
51
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Matson Money. Inc. | $150.6M | 3,573,124 |
| 2 | Heirloom Wealth ManagementNew | $43.2M | 1,025,828 |
| 3 | Planning Center, Inc. | $35.8M | 849,966 |
| 4 | Hill Investment Group Partners, LLC | $33.3M | 789,684 |
| 5 | Hemington Wealth ManagementNew | $30.3M | 719,376 |
| 6 | Geometric Wealth Advisors | $21.0M | 497,976 |
| 7 | CPA Asset Management Group, LLC | $17.8M | 422,132 |
| 8 | Rather & Kittrell, Inc. | $17.7M | 419,710 |
| 9 | PINNEY & SCOFIELD, INC. | $16.9M | 400,986 |
| 10 | Leading Edge Financial Planning LLCNew | $15.0M | 357,263 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Matson Money. Inc. | +58K | $150.6M |
| Heirloom Wealth ManagementNew | +1.0M | $43.2M |
| Planning Center, Inc. | +96K | $35.8M |
| Hemington Wealth ManagementNew | +719K | $30.3M |
| Geometric Wealth Advisors | +47K | $21.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -78K | $536K |
| CURIO WEALTH, LLC | -47K | $1.9M |
| FLOW TRADERS U.S. LLC | -39K | $2.8M |
| LPL Financial LLC | -36K | $633K |
| Yardley Wealth Management LLC | -32K | $10.2M |
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Frequently Asked Questions
How many institutional investors hold DFIP?
As of Q1 2025, 136 institutional investors report holding DFIP (Dimensional - Inflation-Protected Securities ETF) in their 13F filings.
Which hedge fund owns the most DFIP?
The largest institutional holder of DFIP is Matson Money. Inc. with $150.6M in shares.
Are institutions buying or selling DFIP?
This quarter, 47 institutions opened new positions in DFIP and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.