Vault-13

DIMENSIONAL ETF TRUST DFIP

INFLATION PROTE · ETP · CUSIP 25434V856

139 institutional holders -1 vs Q1 2025
15,886,41415.9m shares reported held*
$664.1mreported value*
9 new 74 added 40 reduced 10 sold out net bought ≈ $14.9m (+347.7k 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 ≈ $41.81.

Trends to Q2 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: 140Q2 25: 139139Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025139

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 44 bought or addedQ3 23: 31 cut or sold outQ4 23: 50 bought or addedQ4 23: 38 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 33 cut or sold outQ2 24: 63 bought or addedQ2 24: 37 cut or sold outQ2 24Q3 24: 72 bought or addedQ3 24: 29 cut or sold outQ4 24: 79 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 88 bought or addedQ1 25: 38 cut or sold outQ2 25: 83 bought or addedQ2 25: 50 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234431
Q4 20235038
Q1 20245833
Q2 20246337
Q3 20247229
Q4 20247935
Q1 20258838
Q2 20258350

Biggest buyers

Fortitude Family Office, LLC Added +97,992+98.0k
ASSETMARK, INC New +73,475+73.5k
PARK AVENUE SECURITIES LLC New +68,750+68.8k
ENVESTNET ASSET MANAGEMENT INC Added +65,688+65.7k
ROYAL BANK OF CANADA Added +52,040+52.0k
Balanced Rock Investment Advisors LLC New +51,707+51.7k
SCRATCH CAPITAL LLC Added +47,031+47.0k
Hemington Wealth Management Added +46,510+46.5k
Leading Edge Financial Planning LLC Added +25,282+25.3k
Stratos Investment Management, LLC Added +22,248+22.2k

Biggest sellers

IFP Advisors, Inc Reduced -100,788-100.8k
FLOW TRADERS U.S. LLC Sold out -66,440-66.4k
Larson Financial Group LLC Reduced -51,431-51.4k
Heirloom Wealth Management Reduced -42,480-42.5k
CURIO WEALTH, LLC Reduced -38,390-38.4k
Plan Group Financial, LLC Reduced -38,365-38.4k
NewEdge Advisors, LLC Reduced -30,579-30.6k
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Reduced -19,475-19.5k
Root Financial Partners, LLC Reduced -16,681-16.7k
Sensible Financial Planning & Management, LLC. Reduced -14,843-14.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Matson Money. Inc. 5.18% of their portfolio MASON, OH 3,573,3353.6m $149.4m $149.4m 5.18% Added +211 +211
2 Heirloom Wealth Management 10.85% of their portfolio GREENWOOD VILLAGE, CO 983,348983.3k $41.1m $41.1m 10.85% Reduced -42.5k -42,480
3 Planning Center, Inc. 4.02% of their portfolio MOLINE, IL 868,594868.6k $36.3m $36.3m 4.02% Added +18.6k +18,628
4 Hill Investment Group Partners, LLC 4.35% of their portfolio ST. LOUIS, MO 798,105798.1k $33.4m $33.4m 4.35% Added +8.4k +8,421
5 Hemington Wealth Management 4.64% of their portfolio FALLS CHURCH, VA 765,886765.9k $32.0m $32.0m 4.64% Added +46.5k +46,510
6 Geometric Wealth Advisors 3.12% of their portfolio WASHINGTON, DC 498,824498.8k $20.9m $20.9m 3.12% Added +848 +848
7 CPA Asset Management Group, LLC 7.59% of their portfolio WEST PALM BEACH, FL 432,044432.0k $18.1m $18.1m 7.59% Added +9.9k +9,912
8 Rather & Kittrell, Inc. 3.46% of their portfolio Knoxville, TN 417,381417.4k $17.5m $17.5m 3.46% Reduced -2.3k -2,329
9 PINNEY & SCOFIELD, INC. 11.33% of their portfolio CAMBRIDGE, MA 400,303400.3k $16.7m $16.7m 11.33% Reduced -683 -683
10 Leading Edge Financial Planning LLC 4.45% of their portfolio KNOXVILLE, TN 382,545382.5k $16.0m $16.0m 4.45% Added +25.3k +25,282
11 Physician Wealth Solutions Inc. 6.79% of their portfolio NORTH LAS VEGAS, NV 350,435350.4k $14.7m $14.7m 6.79% Reduced -983 -983
12 Stratos Investment Management, LLC 0.67% of their portfolio BEACHWOOD, OH 349,242349.2k $14.6m $14.6m 0.67% Added +22.2k +22,248
13 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1.98% of their portfolio INDIANAPOLIS, IN 290,171290.2k $12.1m $12.1m 1.98% Added +6.2k +6,166
14 Austin Wealth Management, LLC 1.94% of their portfolio Austin, TX 261,287261.3k $10.9m $10.9m 1.94% Added +19.8k +19,815
15 Five Oceans Advisors 4.55% of their portfolio SANTA MONICA, CA 254,918254.9k $10.7m $10.7m 4.55% Added +8.7k +8,738
16 Yardley Wealth Management LLC 5.72% of their portfolio YARDLEY, PA 250,286250.3k $10.5m $10.5m 5.72% Added +8.9k +8,885
17 Fortitude Family Office, LLC 3.38% of their portfolio SCOTTSDALE, AZ 243,967244.0k $10.2m $10.2m 3.38% Added +98.0k +97,992
18 SCRATCH CAPITAL LLC 7.99% of their portfolio BOISE, ID 234,900234.9k $9.8m $9.8m 7.99% Added +47.0k +47,031
19 Core Wealth Management, Inc. 3.28% of their portfolio JUPITER, FL 222,731222.7k $9.3m $9.3m 3.28% Added +13.3k +13,324
20 New Dimensions Wealth Management, LLC 7.71% of their portfolio ALLEN, TX 202,204202.2k $8.4m $8.4m 7.71% Added +5.6k +5,573
21 Level Financial Advisors 2.60% of their portfolio EAST AMHERST, NY 199,579199.6k $8.3m $8.3m 2.60% Added +12.3k +12,326
22 KFG WEALTH MANAGEMENT, LLC 1.31% of their portfolio GRANGER, IN 194,955195.0k $8.2m $8.2m 1.31% Added +4.6k +4,598
23 Larson Financial Group LLC 0.31% of their portfolio ST LOUIS, MO 183,032183.0k $7.7m $7.7m 0.31% Reduced -51.4k -51,431
24 Sensible Financial Planning & Management, LLC. 1.35% of their portfolio WALTHAM, MA 170,489170.5k $7.1m $7.1m 1.35% Reduced -14.8k -14,843
25 Apella Capital, LLC 0.19% of their portfolio WEST HARTFORD, CT 167,513167.5k $7.0m $7.0m 0.19% Added +1.5k +1,462
26 David Wealth Management LLC 4.74% of their portfolio Fairfax, VA 152,228152.2k $6.4m $6.4m 4.74% Added +9.2k +9,216
27 MONOGRAPH WEALTH ADVISORS, LLC 0.70% of their portfolio MANHATTAN BEACH, CA 136,427136.4k $5.7m $5.7m 0.70% Added +6.5k +6,546
28 Sterling Financial Planning, Inc. 1.85% of their portfolio SPARTA, NJ 132,599132.6k $5.5m $5.5m 1.85% Added +7.6k +7,588
29 Vestment Financial LLC 3.45% of their portfolio CHANHASSEN, MN 130,432130.4k $5.4m $5.4m 3.45% Added +7.0k +6,970
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 118,619118.6k $5.0m $5.0m 0.00% Unchanged
31 Krilogy Financial LLC 0.25% of their portfolio ST. LOUIS, MO 104,458104.5k $4.4m $4.4m 0.25% Added +1.7k +1,682
32 Plan Group Financial, LLC 1.35% of their portfolio OKLAHOMA CITY, OK 98,37598.4k $4.1m $4.1m 1.35% Reduced -38.4k -38,365
33 BCU Wealth Advisors, LLC 1.82% of their portfolio Vernon Hills, IL 96,94996.9k $4.1m $4.1m 1.82% Added +13.9k +13,852
34 Grove Street Fiduciary, LLC 1.85% of their portfolio PETERBOROUGH, NH 91,64491.6k $3.8m $3.8m 1.85% Reduced -2.6k -2,595
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,24284.2k $3.5m $3.5m 0.00% Added +65.7k +65,688
36 Forum Financial Management, LP 0.05% of their portfolio LOMBARD, IL 83,15883.2k $3.5m $3.5m 0.05% Reduced -2.6k -2,640
37 Altiora Financial Group, LLC 0.67% of their portfolio LEBANON, OH 81,94681.9k $3.4m $3.4m 0.67% Added +373 +373
38 AWM CAPITAL, LLC 0.35% of their portfolio Phoenix, AZ 78,51778.5k $3.3m $3.3m 0.35% Added +977 +977
39 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 73,47573.5k $3.1m $3.1m 0.01% New
40 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 68,75068.8k $2.9m $2.9m 0.03% New
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 67,78267.8k $2.8m $2.8m 0.00% Added +52.0k +52,040
42 Henrickson Nauta Wealth Advisors, Inc. 0.93% of their portfolio BELMONT, MI 64,03864.0k $2.7m $2.7m 0.93% Added +8.4k +8,404
43 ENTREWEALTH, LLC 1.78% of their portfolio AUSTIN, TX 61,48861.5k $2.6m $2.6m 1.78% Added +13.4k +13,414
44 Binnacle Investments Inc 1.50% of their portfolio URBANDALE, IA 54,98255.0k $2.3m $2.3m 1.50% Added +2.5k +2,502
45 Balanced Rock Investment Advisors LLC 1.70% of their portfolio ROSLINDALE, MA 51,70751.7k $2.2m $2.2m 1.70% New
46 CFS Investment Advisory Services, LLC 0.17% of their portfolio TOTOWA, NJ 49,05049.0k $2.1m $2.1m 0.17% Added +193 +193
47 Porter White Investment Advisors, Inc. 0.93% of their portfolio Birmingham, AL 48,01048.0k $2.0m $2.0m 0.93% Added +2.8k +2,838
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,09546.1k $1.9m $1.9m 0.00% Reduced -7.6k -7,628
49 EXENCIAL WEALTH ADVISORS, LLC 0.06% of their portfolio OKLAHOMA CITY, OK 43,64343.6k $1.8m $1.8m 0.06% Reduced -3.1k -3,137
50 Saxony Capital Management, LLC 1.33% of their portfolio ST. LOUIS, MO 41,63341.6k $1.7m $1.7m 1.33% Reduced -11.5k -11,453
51 NWAM LLC 0.10% of their portfolio MERCER ISLAND, WA 40,91740.9k $1.7m $1.7m 0.10% Added +1.3k +1,252
52 Shearwater Capital LLC 1.05% of their portfolio DENVER, CO 39,77339.8k $1.7m $1.7m 1.05% Added +399 +399
53 Onyx Financial Advisors, LLC 0.76% of their portfolio IDAHO FALLS, ID 38,11638.1k $1.6m $1.6m 0.76% Added +12.6k +12,551
54 SageView Advisory Group, LLC 0.06% of their portfolio Newport Beach, CA 37,74337.7k $1.6m $1.6m 0.06% Added +151 +151
55 TCP Asset Management, LLC 0.31% of their portfolio Upper Arlington, OH 37,19737.2k $1.6m $1.6m 0.31% Added +2.9k +2,899
56 Willow Creek Wealth Management Inc. 0.13% of their portfolio Sebastopol, CA 35,27935.3k $1.5m $1.5m 0.13% Reduced -677 -677
57 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 34,48834.5k $1.4m $1.4m 0.01% Added +659 +659
58 Klingman & Associates, LLC 0.07% of their portfolio New York, NY 31,53431.5k $1.3m $1.3m 0.07% Reduced -1.3k -1,307
59 VESTIA PERSONAL WEALTH ADVISORS 0.90% of their portfolio FORT WAYNE, IN 31,28631.3k $1.3m $1.3m 0.90% Added +4.1k +4,093
60 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 31,11131.1k $1.3m $1.3m 0.02% Added +2.3k +2,348
61 PBMares Wealth Management LLC 0.23% of their portfolio WILLIAMSBURG, VA 30,29030.3k $1.3m $1.3m 0.23% Reduced -636 -636
62 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,05930.1k $1.3m $1.3m 0.00% Reduced -736 -736
63 Samalin Investment Counsel, LLC 0.47% of their portfolio CHAPPAQUA, NY 29,25029.2k $1.2m $1.2m 0.47% Reduced -5.2k -5,178
64 FMB WEALTH MANAGEMENT 0.58% of their portfolio WESTLAKE VILLAGE, CA 29,24229.2k $1.2m $1.2m 0.58% Reduced -632 -632
65 Tortoise Investment Management, LLC 0.11% of their portfolio WHITE PLAINS, NY 26,90826.9k $1.1m $1.1m 0.11% Added +6.0k +6,020
66 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 26,19926.2k $1.1m $1.1m 0.01% Added +228 +228
67 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 23,04323.0k $963.4k $963.4k 0.03% Added +1.0k +1,023
68 Centennial Bank/AR/ 0.39% of their portfolio CONWAY, AR 22,26922.3k $931.1k $931.1k 0.39% Reduced -665 -665
69 Total Wealth Planning, LLC 0.11% of their portfolio CINCINNATI, OH 21,50921.5k $899.3k $899.3k 0.11% Reduced -8.1k -8,083
70 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% of their portfolio Westlake, OH 21,24321.2k $888.2k $888.2k 0.06% Reduced -260 -260
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,00821.0k $878.3k $878.3k 0.00% Added +12.2k +12,212
72 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.57% of their portfolio PORTLAND, OR 20,02320.0k $837.2k $837.2k 0.57% Reduced -19.5k -19,475
73 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 19,79819.8k $827.8k $827.8k 0.01% Added +11.8k +11,777
74 XY Planning Network, Inc. 0.28% of their portfolio BOZEMAN, MT 19,41619.4k $811.8k $811.8k 0.28% Added +1.5k +1,521
75 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 18,95119.0k $792.4k $792.4k 0.02% Added +3.6k +3,567
76 Foster Group, Inc. 0.03% of their portfolio WEST DES MOINES, IA 18,09418.1k $756.5k $756.5k 0.03% Unchanged
77 CURIO WEALTH, LLC 0.32% of their portfolio ANNAPOLIS, MD 17,61017.6k $736.3k $736.3k 0.32% Reduced -38.4k -38,390
78 NORTHWEST WEALTH MANAGEMENT, LLC 0.13% of their portfolio SPENCER, IA 16,99117.0k $710.4k $710.4k 0.13% Added +307 +307
79 Burk Holdings LLC 0.41% of their portfolio TULSA, OK 15,61915.6k $653.0k $653.0k 0.41% Added +2.3k +2,267
80 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,60415.6k $652.4k $652.4k 0.00% Added +582 +582
81 Applied Capital LLC 0.28% of their portfolio LITTLE ROCK, AR 15,21915.2k $636.3k $636.3k 0.28% Reduced -17 -17
82 Visionary Horizons, LLC 0.39% of their portfolio Knoxville, TN 14,69114.7k $614.2k $614.2k 0.39% Added +2.0k +2,036
83 FIRETHORN WEALTH PARTNERS, LLC 0.26% of their portfolio AUGUSTA, GA 14,16614.2k $592.3k $592.3k 0.26% Added +230 +230
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,96714.0k $584.0k $584.0k 0.00% New
85 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 12,83312.8k $536.5k $536.5k 0.01% Unchanged
86 Aspire Private Capital, LLC 0.12% of their portfolio Cornelius, NC 12,15512.2k $508.2k $508.2k 0.12% Added +1.2k +1,186
87 Root Financial Partners, LLC 0.04% of their portfolio ENCINITAS, CA 10,98911.0k $459.4k $459.4k 0.04% Reduced -16.7k -16,681
88 HFG Wealth Management, LLC 0.28% of their portfolio The Woodlands, TX 10,92010.9k $459.9k $459.9k 0.28% Added +245 +245
89 Note Advisors, LLC 0.30% of their portfolio BUFFALO, NY 10,25010.2k $428.6k $428.6k 0.30% Reduced -359 -359
90 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,6929.7k $405.2k $405.2k 0.00% New
91 Stewardship Advisors, LLC 0.10% of their portfolio MOUNT JOY, PA 9,6089.6k $401.7k $401.7k 0.10% Reduced -242 -242
92 Glass Jacobson Investment Advisors llc 0.15% of their portfolio OWINGS MILLS, MD 9,4089.4k $393.3k $393.3k 0.15% Added +238 +238
93 SAX WEALTH ADVISORS, LLC 0.02% of their portfolio PARSIPPANY, NJ 8,2438.2k $344.6k $344.6k 0.02% Added +2.9k +2,850
94 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,9728.0k $333.0k $333.0k 0.00% Reduced -593 -593
95 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 7,9337.9k $331.7k $331.7k 0.01% Reduced -11.5k -11,475
96 SC&H Financial Advisors, Inc. 0.06% of their portfolio HUNT VALLEY, MD 7,7757.8k $325.1k $325.1k 0.06% Added +86 +86
97 Lynx Investment Advisory 0.21% of their portfolio WASHINGTON, DC, DC 7,7747.8k $325.0k $325.0k 0.21% Added +82 +82
98 Blossom Wealth Management 0.57% of their portfolio SAN RAMON, CA, CA 7,7537.8k $324.2k $324.2k 0.57% Added +867 +867
99 Legacy Capital Wealth Partners, LLC 0.07% of their portfolio LITTLE ROCK, AR 7,1027.1k $296.9k $296.9k 0.07% New
100 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,9917.0k $292.3k $292.3k 0.00% Added +106 +106