Vault-13

DIMENSIONAL ETF TRUST DFIP

INFLATION PROTE · ETP · CUSIP 25434V856

167 institutional holders +6 vs Q4 2025
18,281,18918.3m shares reported held*
$762.6mreported value*
22 new 74 added 45 reduced 16 sold out net sold ≈ $13.5m (-316.6k 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 ($177.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.72.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 61Q4 22: 72Q1 23: 74Q2 23: 76Q3 23: 79Q4 23: 90Q1 24: 96Q2 24: 102Q3 24: 111Q4 24: 129Q1 25: 140Q2 25: 139Q3 25: 146Q4 25: 161Q1 26: 167167Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025146
Q4 2025161
Q1 2026167

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 83 bought or addedQ2 25: 50 cut or sold outQ3 25: 97 bought or addedQ3 25: 38 cut or sold outQ3 25Q4 25: 99 bought or addedQ4 25: 47 cut or sold outQ1 26: 96 bought or addedQ1 26: 61 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246337
Q3 20247229
Q4 20247935
Q1 20258838
Q2 20258350
Q3 20259738
Q4 20259947
Q1 20269661

Biggest buyers

Matson Money. Inc. Added +150,342+150.3k
Fortitude Family Office, LLC Added +75,772+75.8k
Foundry Financial LLC Added +59,106+59.1k
McMill Wealth Management New +55,875+55.9k
Merit Financial Group, LLC New +48,690+48.7k
Financial Plan, Inc. Added +46,545+46.5k
PINNEY & SCOFIELD, INC. Added +44,443+44.4k
Planning Center, Inc. Added +42,165+42.2k
Leading Edge Financial Planning LLC Added +39,369+39.4k
Apella Capital, LLC Added +38,703+38.7k

Biggest sellers

Heirloom Wealth Management Reduced -903,797-903.8k
CITADEL ADVISORS LLC Sold out -94,857-94.9k
Austin Wealth Management, LLC Reduced -92,968-93.0k
Henrickson Nauta Wealth Advisors, Inc. Reduced -73,618-73.6k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Sold out -33,840-33.8k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -33,194-33.2k
Larson Financial Group LLC Reduced -33,054-33.1k
Pioneer Wealth Management Group Sold out -25,279-25.3k
JANE STREET GROUP, LLC Sold out -21,256-21.3k
CPA Asset Management Group, LLC Reduced -18,007-18.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Matson Money. Inc. 4.97% of their portfolio MASON, OH 3,885,9413.9m $162.1m $162.1m 4.97% Added +150.3k +150,342
2 Beacon Pointe Advisors, LLC 0.25% of their portfolio NEWPORT BEACH, CA 1,134,6701.1m $47.3m $47.3m 0.25% Added +795 +795
3 Planning Center, Inc. 4.48% of their portfolio MOLINE, IL 1,058,7901.1m $44.2m $44.2m 4.48% Added +42.2k +42,165
4 Hill Investment Group Partners, LLC 3.65% of their portfolio ST. LOUIS, MO 791,225791.2k $33.0m $33.0m 3.65% Reduced -11.4k -11,383
5 PINNEY & SCOFIELD, INC. 12.71% of their portfolio CAMBRIDGE, MA 564,887564.9k $23.6m $23.6m 12.71% Added +44.4k +44,443
6 Rather & Kittrell, Inc. 3.44% of their portfolio Knoxville, TN 533,670533.7k $22.3m $22.3m 3.44% Added +28.2k +28,153
7 Leading Edge Financial Planning LLC 4.52% of their portfolio KNOXVILLE, TN 515,024515.0k $21.5m $21.5m 4.52% Added +39.4k +39,369
8 Geometric Wealth Advisors 2.67% of their portfolio WASHINGTON, DC 511,563511.6k $21.3m $21.3m 2.67% Reduced -14.4k -14,358
9 Fortitude Family Office, LLC 4.73% of their portfolio SCOTTSDALE, AZ 504,266504.3k $21.0m $21.0m 4.73% Added +75.8k +75,772
10 Stratos Investment Management, LLC 0.78% of their portfolio BEACHWOOD, OH 466,060466.1k $19.4m $19.4m 0.78% Added +20.3k +20,281
11 Physician Wealth Solutions Inc. 7.39% of their portfolio NORTH LAS VEGAS, NV 427,914427.9k $17.9m $17.9m 7.39% Added +34.5k +34,468
12 SCRATCH CAPITAL LLC 8.34% of their portfolio BOISE, ID 349,021349.0k $14.6m $14.6m 8.34% Added +30.5k +30,526
13 Level Financial Advisors 3.65% of their portfolio EAST AMHERST, NY 342,611342.6k $14.3m $14.3m 3.65% Added +22.5k +22,549
14 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.01% of their portfolio INDIANAPOLIS, IN 305,143305.1k $12.7m $12.7m 2.01% Added +4.0k +4,046
15 Yardley Wealth Management LLC 6.16% of their portfolio YARDLEY, PA 288,125288.1k $12.0m $12.0m 6.16% Added +18.1k +18,102
16 KFG WEALTH MANAGEMENT, LLC 1.38% of their portfolio GRANGER, IN 255,045255.0k $10.6m $10.6m 1.38% Added +23.3k +23,344
17 Five Oceans Advisors 3.84% of their portfolio SANTA MONICA, CA 254,425254.4k $10.6m $10.6m 3.84% Reduced -7 -7
18 Core Wealth Management, Inc. 3.24% of their portfolio JUPITER, FL 253,735253.7k $10.6m $10.6m 3.24% Added +13.0k +13,047
19 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 240,173240.2k $10.0m $10.0m 0.05% Reduced -941 -941
20 New Dimensions Wealth Management, LLC 8.35% of their portfolio ALLEN, TX 235,276235.3k $9.8m $9.8m 8.35% Added +8.4k +8,380
21 MONOGRAPH WEALTH ADVISORS, LLC 0.92% of their portfolio MANHATTAN BEACH, CA 233,375233.4k $9.7m $9.7m 0.92% Added +9.2k +9,240
22 Apella Capital, LLC 0.14% of their portfolio WEST HARTFORD, CT 227,411227.4k $9.6m $9.6m 0.14% Added +38.7k +38,703
23 Financial Plan, Inc. 0.86% of their portfolio BELLINGHAM, WA 193,415193.4k $8.1m $8.1m 0.86% Added +46.5k +46,545
24 Heirloom Wealth Management 1.44% of their portfolio GREENWOOD VILLAGE, CO 192,214192.2k $8.0m $8.0m 1.44% Reduced -903.8k -903,797
25 Austin Wealth Management, LLC 1.71% of their portfolio Austin, TX 179,713179.7k $7.5m $7.5m 1.71% Reduced -93.0k -92,968
26 Sterling Financial Planning, Inc. 2.11% of their portfolio SPARTA, NJ 170,748170.7k $7.1m $7.1m 2.11% Added +16.1k +16,057
27 Forum Financial Management, LP 0.10% of their portfolio LOMBARD, IL 163,359163.4k $6.8m $6.8m 0.10% Reduced -704 -704
28 Vestment Financial LLC 3.15% of their portfolio CHANHASSEN, MN 158,546158.5k $6.7m $6.7m 3.15% Added +4.2k +4,224
29 CPA Asset Management Group, LLC 2.06% of their portfolio WEST PALM BEACH, FL 147,462147.5k $6.2m $6.2m 2.06% Reduced -18.0k -18,007
30 Krilogy Financial LLC 0.20% of their portfolio ST. LOUIS, MO 144,234144.2k $6.1m $6.1m 0.20% Added +5.9k +5,948
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 136,938136.9k $5.7m $5.7m 0.00% Reduced -1.3k -1,315
32 Foundry Financial LLC 2.11% of their portfolio PASADENA, CA 119,478119.5k $5.0m $5.0m 2.11% Added +59.1k +59,106
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 117,827117.8k $4.9m $4.9m 0.00% Added +5.1k +5,107
34 BCU Wealth Advisors, LLC 1.80% of their portfolio Vernon Hills, IL 116,000116.0k $4.8m $4.8m 1.80% Added +3.1k +3,097
35 Henrickson Nauta Wealth Advisors, Inc. 1.29% of their portfolio BELMONT, MI 110,231110.2k $4.6m $4.6m 1.29% Reduced -73.6k -73,618
36 Ares Financial Consulting, LLC 3.43% of their portfolio CALABASAS, CA 104,508104.5k $4.4m $4.4m 3.43% Added +5.3k +5,258
37 McCartney Wealth Management LLC 3.51% of their portfolio CLAYTON, MO 100,011100.0k $4.2m $4.2m 3.51% Added +1.6k +1,563
38 Porter White Investment Advisors, Inc. 1.57% of their portfolio Birmingham, AL 94,24794.2k $3.9m $3.9m 1.57% Added +4.9k +4,885
39 Grove Street Fiduciary, LLC 1.71% of their portfolio PETERBOROUGH, NH 93,18893.2k $3.9m $3.9m 1.71% Reduced -1.6k -1,638
40 Larson Financial Group LLC 0.12% of their portfolio ST LOUIS, MO 86,23086.2k $3.6m $3.6m 0.12% Reduced -33.1k -33,054
41 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 85,52585.5k $3.6m $3.6m 0.03% Added +22.4k +22,363
42 AWM CAPITAL, LLC 0.32% of their portfolio Phoenix, AZ 83,84183.8k $3.5m $3.5m 0.32% Reduced -1.1k -1,051
43 ENTREWEALTH, LLC 1.52% of their portfolio AUSTIN, TX 81,26781.3k $3.4m $3.4m 1.52% Added +6.1k +6,080
44 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 78,73378.7k $3.3m $3.3m 0.03% Reduced -4.9k -4,897
45 Altiora Financial Group, LLC 0.54% of their portfolio LEBANON, OH 78,59678.6k $3.3m $3.3m 0.54% Unchanged
46 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 70,66370.7k $2.9m $2.9m 0.01% Reduced -1.5k -1,465
47 Broadhurst Jeffrey B 2.82% of their portfolio WEST POINT, PA 65,96766.0k $2.8m $2.8m 2.82% Added +1.7k +1,744
48 Balanced Rock Investment Advisors LLC 1.80% of their portfolio ROSLINDALE, MA 61,55361.6k $2.6m $2.6m 1.80% Added +2.0k +2,010
49 City State Bank 0.66% of their portfolio NORWALK, IA 60,56760.6k $2.5m $2.5m 0.66% Added +22.2k +22,167
50 CFS Investment Advisory Services, LLC 0.16% of their portfolio TOTOWA, NJ 56,57656.6k $2.4m $2.4m 0.16% Added +2.6k +2,635
51 McMill Wealth Management 0.53% of their portfolio NORFOLK, NE 55,87555.9k $2.0m $2.0m 0.53% New
52 Amicus Financial Advisors, LLC 0.64% of their portfolio LUBBOCK, TX 55,83855.8k $2.3m $2.3m 0.64% Added +7.8k +7,754
53 MB Generational Wealth, LLC 1.27% of their portfolio SPOKANE, WA 55,07555.1k $2.3m $2.3m 1.27% Added +7.3k +7,281
54 Onyx Financial Advisors, LLC 0.94% of their portfolio IDAHO FALLS, ID 54,05754.1k $2.3m $2.3m 0.94% Added +11.6k +11,557
55 NWAM LLC 0.13% of their portfolio MERCER ISLAND, WA 52,47152.5k $2.2m $2.2m 0.13% Added +2.4k +2,415
56 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 48,69048.7k $2.0m $2.0m 0.02% New
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 47,98648.0k $2.0m $2.0m 0.00% Added +8.8k +8,817
58 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,73947.7k $2.0m $2.0m 0.00% Added +5.6k +5,596
59 TCP Asset Management, LLC 0.25% of their portfolio Upper Arlington, OH 46,79946.8k $2.0m $2.0m 0.25% Added +5.1k +5,070
60 EXENCIAL WEALTH ADVISORS, LLC 0.06% of their portfolio OKLAHOMA CITY, OK 45,72645.7k $1.9m $1.9m 0.06% Added +1.1k +1,109
61 Shearwater Capital LLC 0.93% of their portfolio DENVER, CO 42,53942.5k $1.8m $1.8m 0.93% Added +470 +470
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,16040.2k $1.7m $1.7m 0.00% Added +298 +298
63 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 38,47438.5k $1.6m $1.6m 0.01% Reduced -2.3k -2,344
64 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 36,98537.0k $1.5m $1.5m 0.00% New
65 SageView Advisory Group, LLC 0.06% of their portfolio Newport Beach, CA 36,62036.6k $1.5m $1.5m 0.06% Reduced -2.1k -2,138
66 Centennial Bank/AR/ 0.50% of their portfolio CONWAY, AR 33,38033.4k $1.4m $1.4m 0.50% Added +8.3k +8,258
67 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 33,28633.3k $1.4m $1.4m 0.03% Added +1.5k +1,534
68 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 33,16533.2k $1.4m $1.4m 0.01% Added +23.1k +23,061
69 VESTIA PERSONAL WEALTH ADVISORS 0.62% of their portfolio FORT WAYNE, IN 31,84031.8k $1.3m $1.3m 0.62% Reduced -1.4k -1,420
70 FMB WEALTH MANAGEMENT 0.55% of their portfolio WESTLAKE VILLAGE, CA 31,58931.6k $1.3m $1.3m 0.55% Unchanged
71 XY Planning Network, Inc. 0.20% of their portfolio BOZEMAN, MT 30,21930.2k $1.3m $1.3m 0.20% Added +5.7k +5,692
72 Samalin Investment Counsel, LLC 0.44% of their portfolio CHAPPAQUA, NY 29,61229.6k $1.2m $1.2m 0.44% Reduced -343 -343
73 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 28,08328.1k $1.2m $1.2m 0.00% Reduced -4.7k -4,744
74 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,45227.5k $1.1m $1.1m 0.00% Added +2.1k +2,061
75 Tortoise Investment Management, LLC 0.09% of their portfolio WHITE PLAINS, NY 26,94226.9k $1.1m $1.1m 0.09% Unchanged
76 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,70526.7k $1.1m $1.1m 0.00% Added +2.6k +2,613
77 Klingman & Associates, LLC 0.05% of their portfolio New York, NY 26,68526.7k $1.1m $1.1m 0.05% Reduced -248 -248
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 26,06526.1k $1.1m $1.1m 0.00% Reduced -122 -122
79 Plan Group Financial, LLC 0.24% of their portfolio OKLAHOMA CITY, OK 24,47124.5k $1.0m $1.0m 0.24% Reduced -16.0k -15,971
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,31924.3k $1.0m $1.0m 0.00% Reduced -6.0k -5,998
81 CWM, LLC 0.00% of their portfolio OMAHA, NE 23,90423.9k $997.3k $997.3k 0.00% Added +6.1k +6,149
82 SeedSafe Financial LLC 0.68% of their portfolio AUSTIN, TX 19,91519.9k $830.9k $830.9k 0.68% Unchanged
83 Foster Group, Inc. 0.02% of their portfolio WEST DES MOINES, IA 18,09418.1k $754.9k $754.9k 0.02% Unchanged
84 Coston, McIsaac & Partners 0.16% of their portfolio BAR HARBOR, ME 16,56716.6k $691.0k $691.0k 0.16% Reduced -686 -686
85 NORTHWEST WEALTH MANAGEMENT, LLC 0.10% of their portfolio SPENCER, IA 16,50516.5k $688.6k $688.6k 0.10% Reduced -119 -119
86 Greenspring Advisors, LLC 0.04% of their portfolio Towson, MD 16,45216.5k $686.4k $686.4k 0.04% Added +420 +420
87 Visionary Horizons, LLC 0.33% of their portfolio Knoxville, TN 16,04916.0k $669.6k $669.6k 0.33% Added +1.7k +1,703
88 Kane Co Wealth Management, Inc. 0.52% of their portfolio JOHNSTON, IA 14,74514.7k $615.2k $615.2k 0.52% Added +4.2k +4,162
89 CURIO WEALTH, LLC 0.21% of their portfolio ANNAPOLIS, MD 14,63314.6k $610.5k $610.5k 0.21% Reduced -341 -341
90 Essential Planning, LLC. 0.19% of their portfolio PORTSMOUTH, NH 14,57314.6k $608.0k $608.0k 0.19% Added +6.4k +6,371
91 FIRETHORN WEALTH PARTNERS, LLC 0.21% of their portfolio AUGUSTA, GA 13,85413.9k $578.0k $578.0k 0.21% Reduced -290 -290
92 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,19313.2k $550.4k $550.4k 0.00% Added +3.7k +3,744
93 Saxony Capital Management, LLC 0.32% of their portfolio ST. LOUIS, MO 13,07413.1k $545.4k $545.4k 0.32% Reduced -2.8k -2,754
94 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 12,83312.8k $535.4k $535.4k 0.01% Unchanged
95 Donalies Financial Planning, LLC 0.45% of their portfolio WASHINGTON, DC 12,60812.6k $526.0k $526.0k 0.45% Reduced -204 -204
96 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.31% of their portfolio PORTLAND, OR 12,16712.2k $507.6k $507.6k 0.31% Unchanged
97 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 12,11712.1k $505.5k $505.5k 0.01% Added +278 +278
98 Aspire Private Capital, LLC 0.11% of their portfolio Cornelius, NC 11,55911.6k $482.2k $482.2k 0.11% Reduced -1.5k -1,538
99 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 11,14211.1k $464.8k $464.8k 0.01% Reduced -2.3k -2,325
100 HFG Wealth Management, LLC 0.25% of their portfolio The Woodlands, TX 10,74610.7k $448.3k $448.3k 0.25% Added +99 +99