Vault-13

DIMENSIONAL ETF TRUST DFIP

INFLATION PROTE · ETP · CUSIP 25434V856

140 institutional holders +11 vs Q4 2024
15,542,25415.5m shares reported held*
$654.0mreported value*
12 new 76 added 35 reduced 3 sold out net bought ≈ $35.7m (+858.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $42.08.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 61Q4 22: 72Q1 23: 74Q2 23: 76Q3 23: 79Q4 23: 90Q1 24: 96Q2 24: 102Q3 24: 111Q4 24: 129Q1 25: 140140Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202261
Q4 202272
Q1 202374
Q2 202376
Q3 202379
Q4 202390
Q1 202496
Q2 2024102
Q3 2024111
Q4 2024129
Q1 2025140

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 42 bought or addedQ2 23: 28 cut or sold outQ3 23: 44 bought or addedQ3 23: 31 cut or sold outQ3 23Q4 23: 50 bought or addedQ4 23: 38 cut or sold outQ1 24: 58 bought or addedQ1 24: 33 cut or sold outQ1 24Q2 24: 63 bought or addedQ2 24: 37 cut or sold outQ3 24: 72 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 79 bought or addedQ4 24: 35 cut or sold outQ1 25: 88 bought or addedQ1 25: 38 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234228
Q3 20234431
Q4 20235038
Q1 20245833
Q2 20246337
Q3 20247229
Q4 20247935
Q1 20258838

Biggest buyers

Hemington Wealth Management Added +470,949+470.9k
Planning Center, Inc. Added +95,866+95.9k
Matson Money. Inc. Added +57,925+57.9k
PINNEY & SCOFIELD, INC. Added +49,586+49.6k
Geometric Wealth Advisors Added +46,864+46.9k
GOLDMAN SACHS GROUP INC Added +44,757+44.8k
Fortitude Family Office, LLC Added +41,124+41.1k
SCRATCH CAPITAL LLC Added +40,652+40.7k
Rather & Kittrell, Inc. Added +40,087+40.1k
Saxony Capital Management, LLC Added +37,315+37.3k

Biggest sellers

Five Oceans Advisors Reduced -87,876-87.9k
CITADEL ADVISORS LLC Reduced -78,147-78.1k
Essential Planning, LLC. Sold out -52,393-52.4k
FLOW TRADERS U.S. LLC Reduced -39,225-39.2k
LPL Financial LLC Reduced -35,729-35.7k
Yardley Wealth Management LLC Reduced -32,103-32.1k
Larson Financial Group LLC Reduced -26,695-26.7k
Heirloom Wealth Management Reduced -25,102-25.1k
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Reduced -15,139-15.1k
Midwest Heritage Bank, FSB Reduced -11,860-11.9k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Matson Money. Inc. 5.48% of their portfolio MASON, OH 3,573,1243.6m $150.6m $150.6m 5.48% Added +57.9k +57,925
2 Heirloom Wealth Management 12.38% of their portfolio GREENWOOD VILLAGE, CO 1,025,8281.0m $43.2m $43.2m 12.38% Reduced -25.1k -25,102
3 Planning Center, Inc. 4.24% of their portfolio MOLINE, IL 849,966850.0k $35.8m $35.8m 4.24% Added +95.9k +95,866
4 Hill Investment Group Partners, LLC 4.57% of their portfolio ST. LOUIS, MO 789,684789.7k $33.3m $33.3m 4.57% Reduced -8.3k -8,299
5 Hemington Wealth Management 4.70% of their portfolio FALLS CHURCH, VA 719,376719.4k $30.3m $30.3m 4.70% Added +470.9k +470,949
6 Geometric Wealth Advisors 3.58% of their portfolio WASHINGTON, DC 497,976498.0k $21.0m $21.0m 3.58% Added +46.9k +46,864
7 CPA Asset Management Group, LLC 7.82% of their portfolio WEST PALM BEACH, FL 422,132422.1k $17.8m $17.8m 7.82% Added +1.2k +1,167
8 Rather & Kittrell, Inc. 3.83% of their portfolio Knoxville, TN 419,710419.7k $17.7m $17.7m 3.83% Added +40.1k +40,087
9 PINNEY & SCOFIELD, INC. 12.22% of their portfolio CAMBRIDGE, MA 400,986401.0k $16.9m $16.9m 12.22% Added +49.6k +49,586
10 Leading Edge Financial Planning LLC 4.70% of their portfolio KNOXVILLE, TN 357,263357.3k $15.0m $15.0m 4.70% Added +11.3k +11,304
11 Physician Wealth Solutions Inc. 7.44% of their portfolio NORTH LAS VEGAS, NV 351,418351.4k $14.8m $14.8m 7.44% Reduced -3.5k -3,496
12 Stratos Investment Management, LLC 0.73% of their portfolio BEACHWOOD, OH 326,994327.0k $13.8m $13.8m 0.73% Added +19.0k +18,958
13 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.03% of their portfolio INDIANAPOLIS, IN 284,005284.0k $12.0m $12.0m 2.03% Added +902 +902
14 Five Oceans Advisors 4.96% of their portfolio SANTA MONICA, CA 246,180246.2k $10.4m $10.4m 4.96% Reduced -87.9k -87,876
15 Austin Wealth Management, LLC 2.02% of their portfolio Austin, TX 241,472241.5k $10.1m $10.1m 2.02% Added +19.4k +19,406
16 Yardley Wealth Management LLC 5.99% of their portfolio YARDLEY, PA 241,401241.4k $10.2m $10.2m 5.99% Reduced -32.1k -32,103
17 Larson Financial Group LLC 0.47% of their portfolio ST LOUIS, MO 234,463234.5k $9.9m $9.9m 0.47% Reduced -26.7k -26,695
18 Core Wealth Management, Inc. 3.38% of their portfolio JUPITER, FL 209,407209.4k $8.8m $8.8m 3.38% Added +7.8k +7,837
19 New Dimensions Wealth Management, LLC 8.28% of their portfolio ALLEN, TX 196,631196.6k $8.3m $8.3m 8.28% First filing
20 KFG WEALTH MANAGEMENT, LLC 1.46% of their portfolio GRANGER, IN 190,357190.4k $8.0m $8.0m 1.46% Added +12.2k +12,239
21 SCRATCH CAPITAL LLC 8.17% of their portfolio BOISE, ID 187,869187.9k $7.9m $7.9m 8.17% Added +40.7k +40,652
22 Level Financial Advisors 2.68% of their portfolio EAST AMHERST, NY 187,253187.3k $7.9m $7.9m 2.68% Added +24.2k +24,226
23 Sensible Financial Planning & Management, LLC. 1.56% of their portfolio WALTHAM, MA 185,332185.3k $7.8m $7.8m 1.56% Added +11.7k +11,691
24 Apella Capital, LLC 0.24% of their portfolio WEST HARTFORD, CT 166,051166.1k $6.9m $6.9m 0.24% Added +19.8k +19,796
25 Fortitude Family Office, LLC 2.20% of their portfolio SCOTTSDALE, AZ 145,975146.0k $6.1m $6.1m 2.20% Added +41.1k +41,124
26 David Wealth Management LLC 5.04% of their portfolio Fairfax, VA 143,012143.0k $6.0m $6.0m 5.04% Reduced -1.7k -1,707
27 Plan Group Financial, LLC 2.06% of their portfolio OKLAHOMA CITY, OK 136,740136.7k $5.8m $5.8m 2.06% Added +13.9k +13,913
28 MONOGRAPH WEALTH ADVISORS, LLC 0.74% of their portfolio MANHATTAN BEACH, CA 129,881129.9k $5.5m $5.5m 0.74% Added +19.8k +19,814
29 Sterling Financial Planning, Inc. 1.91% of their portfolio SPARTA, NJ 125,011125.0k $5.3m $5.3m 1.91% Added +28.5k +28,484
30 Vestment Financial LLC 3.74% of their portfolio CHANHASSEN, MN 123,462123.5k $5.2m $5.2m 3.74% Added +5.4k +5,425
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 118,619118.6k $5.0m $5.0m 0.00% Added +44.8k +44,757
32 Krilogy Financial LLC 0.28% of their portfolio ST. LOUIS, MO 102,776102.8k $4.3m $4.3m 0.28% Added +4.9k +4,855
33 IFP Advisors, Inc 0.13% of their portfolio TAMPA, FL 100,791100.8k $4.2m $4.2m 0.13% Reduced -10.9k -10,905
34 Grove Street Fiduciary, LLC 2.01% of their portfolio PETERBOROUGH, NH 94,23994.2k $4.0m $4.0m 2.01% Reduced -41 -41
35 Forum Financial Management, LP 0.06% of their portfolio LOMBARD, IL 85,79885.8k $3.6m $3.6m 0.06% Added +3.2k +3,243
36 BCU Wealth Advisors, LLC 1.82% of their portfolio Vernon Hills, IL 83,09783.1k $3.5m $3.5m 1.82% Reduced -6.3k -6,304
37 Altiora Financial Group, LLC 0.73% of their portfolio LEBANON, OH 81,57381.6k $3.4m $3.4m 0.73% Added +105 +105
38 AWM CAPITAL, LLC 0.38% of their portfolio Phoenix, AZ 77,54077.5k $3.3m $3.3m 0.38% Added +4.6k +4,606
39 FLOW TRADERS U.S. LLC 0.12% of their portfolio NEW YORK, NY 66,44066.4k $2.8m $2.8m 0.12% Reduced -39.2k -39,225
40 CURIO WEALTH, LLC 0.99% of their portfolio ANNAPOLIS, MD 56,00056.0k $1.9m $1.9m 0.99% Added +9.1k +9,143
41 Henrickson Nauta Wealth Advisors, Inc. 0.94% of their portfolio BELMONT, MI 55,63455.6k $2.3m $2.3m 0.94% Added +13.1k +13,104
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,72353.7k $2.3m $2.3m 0.00% Added +779 +779
43 Saxony Capital Management, LLC 1.96% of their portfolio ST. LOUIS, MO 53,08653.1k $2.2m $2.2m 1.96% Added +37.3k +37,315
44 Binnacle Investments Inc 1.61% of their portfolio URBANDALE, IA 52,48052.5k $2.2m $2.2m 1.61% First filing
45 CFS Investment Advisory Services, LLC 0.18% of their portfolio TOTOWA, NJ 48,85748.9k $2.1m $2.1m 0.18% Added +2.8k +2,757
46 ENTREWEALTH, LLC 1.56% of their portfolio AUSTIN, TX 48,07448.1k $2.0m $2.0m 1.56% Added +12.0k +11,958
47 EXENCIAL WEALTH ADVISORS, LLC 0.07% of their portfolio OKLAHOMA CITY, OK 46,78046.8k $2.0m $2.0m 0.07% Added +3.4k +3,389
48 Porter White Investment Advisors, Inc. 0.94% of their portfolio Birmingham, AL 45,17245.2k $1.9m $1.9m 0.94% Added +15.0k +15,022
49 NWAM LLC 0.14% of their portfolio MERCER ISLAND, WA 39,66539.7k $1.7m $1.7m 0.14% Added +5.2k +5,163
50 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1.24% of their portfolio PORTLAND, OR 39,49839.5k $1.7m $1.7m 1.24% Reduced -15.1k -15,139
51 Shearwater Capital LLC 1.16% of their portfolio DENVER, CO 39,37439.4k $1.7m $1.7m 1.16% Added +636 +636
52 SageView Advisory Group, LLC 0.07% of their portfolio Newport Beach, CA 37,59237.6k $1.6m $1.6m 0.07% Added +108 +108
53 Willow Creek Wealth Management Inc. 0.15% of their portfolio Sebastopol, CA 35,95636.0k $1.5m $1.5m 0.15% Added +14 +14
54 Samalin Investment Counsel, LLC 0.59% of their portfolio CHAPPAQUA, NY 34,42834.4k $1.4m $1.4m 0.59% Added +100 +100
55 TCP Asset Management, LLC 0.32% of their portfolio Upper Arlington, OH 34,29834.3k $1.4m $1.4m 0.32% Added +3.5k +3,455
56 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 33,82933.8k $1.4m $1.4m 0.01% Added +11.9k +11,909
57 Klingman & Associates, LLC 0.08% of their portfolio New York, NY 32,84132.8k $1.4m $1.4m 0.08% Unchanged
58 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 31,47431.5k $1.3m $1.3m 0.01% Added +3.9k +3,902
59 PBMares Wealth Management LLC 0.26% of their portfolio WILLIAMSBURG, VA 30,92630.9k $1.3m $1.3m 0.26% Reduced -344 -344
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,79530.8k $1.3m $1.3m 0.00% Reduced -129 -129
61 FMB WEALTH MANAGEMENT 0.70% of their portfolio WESTLAKE VILLAGE, CA 29,87429.9k $1.3m $1.3m 0.70% Added +5.6k +5,614
62 Total Wealth Planning, LLC 0.19% of their portfolio CINCINNATI, OH 29,59229.6k $1.2m $1.2m 0.19% Added +697 +697
63 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 28,76328.8k $1.2m $1.2m 0.02% Added +6.4k +6,355
64 Root Financial Partners, LLC 0.12% of their portfolio ENCINITAS, CA 27,67027.7k $1.2m $1.2m 0.12% Reduced -3.0k -2,995
65 VESTIA PERSONAL WEALTH ADVISORS 0.91% of their portfolio FORT WAYNE, IN 27,19327.2k $1.1m $1.1m 0.91% Added +1.7k +1,740
66 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 25,97126.0k $1.1m $1.1m 0.01% Added +185 +185
67 Onyx Financial Advisors, LLC 0.57% of their portfolio IDAHO FALLS, ID 25,56525.6k $1.1m $1.1m 0.57% Added +1.2k +1,186
68 Centennial Bank/AR/ 0.46% of their portfolio CONWAY, AR 22,93422.9k $965.8k $965.8k 0.46% Added +78 +78
69 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 22,02022.0k $927.3k $927.3k 0.03% Added +4.3k +4,346
70 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 21,50321.5k $906.3k $906.3k 0.07% Added +4.7k +4,656
71 Tortoise Investment Management, LLC 0.09% of their portfolio WHITE PLAINS, NY 20,88820.9k $879.6k $879.6k 0.09% Added +2.2k +2,245
72 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 19,40819.4k $817.3k $817.3k 0.02% Reduced -358 -358
73 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,55418.6k $781.3k $781.3k 0.00% Added +4.2k +4,217
74 Foster Group, Inc. 0.03% of their portfolio WEST DES MOINES, IA 18,09418.1k $762.0k $762.0k 0.03% Unchanged
75 XY Planning Network, Inc. 0.50% of their portfolio BOZEMAN, MT 17,89517.9k $753.6k $753.6k 0.50% Added +293 +293
76 NORTHWEST WEALTH MANAGEMENT, LLC 0.14% of their portfolio SPENCER, IA 16,68416.7k $702.6k $702.6k 0.14% Reduced -1.9k -1,900
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,74215.7k $663.0k $663.0k 0.00% Added +1.2k +1,230
78 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 15,38415.4k $647.8k $647.8k 0.02% Added +2.3k +2,336
79 Applied Capital LLC 0.31% of their portfolio LITTLE ROCK, AR 15,23615.2k $641.6k $641.6k 0.31% Added +241 +241
80 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,02215.0k $632.6k $632.6k 0.00% Reduced -35.7k -35,729
81 FIRETHORN WEALTH PARTNERS, LLC 0.28% of their portfolio AUGUSTA, GA 13,93613.9k $586.9k $586.9k 0.28% Reduced -1.1k -1,075
82 Burk Holdings LLC 0.42% of their portfolio TULSA, OK 13,35213.4k $562.3k $562.3k 0.42% Added +239 +239
83 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 12,83312.8k $540.4k $540.4k 0.01% Unchanged
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,73912.7k $536.5k $536.5k 0.00% Reduced -78.1k -78,147
85 Visionary Horizons, LLC 0.38% of their portfolio Knoxville, TN 12,65512.7k $532.9k $532.9k 0.38% Added +480 +480
86 Aspire Private Capital, LLC 0.11% of their portfolio Cornelius, NC 10,96911.0k $461.9k $461.9k 0.11% Added +279 +279
87 HFG Wealth Management, LLC 0.26% of their portfolio The Woodlands, TX 10,67510.7k $432.2k $432.2k 0.26% Added +645 +645
88 Note Advisors, LLC 0.37% of their portfolio BUFFALO, NY 10,60910.6k $446.8k $446.8k 0.37% Reduced -10 -10
89 Stewardship Advisors, LLC 0.11% of their portfolio MOUNT JOY, PA 9,8509.8k $414.8k $414.8k 0.11% Added +1.3k +1,337
90 SageOak Financial, LLC 0.36% of their portfolio TULSA, OK 9,6869.7k $407.9k $407.9k 0.36% Reduced -258 -258
91 Glass Jacobson Investment Advisors llc 0.12% of their portfolio OWINGS MILLS, MD 9,1709.2k $371.3k $371.3k 0.12% Unchanged
92 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,7968.8k $370.4k $370.4k 0.00% New
93 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,5658.6k $361.0k $361.0k 0.00% Added +1.4k +1,423
94 DRIVE WEALTH MANAGEMENT, LLC 0.08% of their portfolio LEHI, UT 8,4538.5k $356.0k $356.0k 0.08% Reduced -772 -772
95 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 8,2248.2k $346.3k $346.3k 0.00% New
96 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 8,0218.0k $337.8k $337.8k 0.01% Added +2.1k +2,131
97 Midwest Heritage Bank, FSB 0.14% of their portfolio WEST DES MOINES, IA 8,0138.0k $337.4k $337.4k 0.14% Reduced -11.9k -11,860
98 Lynx Investment Advisory 0.22% of their portfolio WASHINGTON, DC, DC 7,6927.7k $323.9k $323.9k 0.22% Added +117 +117
99 SC&H Financial Advisors, Inc. 0.06% of their portfolio HUNT VALLEY, MD 7,6897.7k $323.8k $323.8k 0.06% Reduced -101 -101
100 Two West Capital Advisors LLC 0.24% of their portfolio Overland Park, KS 6,9837.0k $287.3k $287.3k 0.24% Reduced -2.9k -2,922