Vault-13

DIMENSIONAL ETF TRUST DFIP

INFLATION PROTE · ETP · CUSIP 25434V856

168 institutional holders +1 vs Q1 2026
19,373,67119.4m shares reported held*
$799.7mreported value*
10 new 95 added 41 reduced 8 sold out net bought ≈ $47.9m (+1.2m 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 ($175.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.28.

Trends to Q2 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: 167Q2 26: 168168Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026168

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 97 bought or addedQ3 25: 38 cut or sold outQ4 25: 99 bought or addedQ4 25: 47 cut or sold outQ4 25Q1 26: 96 bought or addedQ1 26: 61 cut or sold outQ2 26: 105 bought or addedQ2 26: 49 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247229
Q4 20247935
Q1 20258838
Q2 20258350
Q3 20259738
Q4 20259947
Q1 20269661
Q2 202610549

Biggest buyers

Matson Money. Inc. Added +216,758+216.8k
Wealthspire Advisors, LLC New +100,344+100.3k
FLOW TRADERS U.S. LLC New +87,453+87.5k
BRIGHTON JONES LLC Added +69,116+69.1k
Leading Edge Financial Planning LLC Added +65,560+65.6k
Core Wealth Management, Inc. Added +61,607+61.6k
CITADEL ADVISORS LLC New +56,616+56.6k
Rather & Kittrell, Inc. Added +53,164+53.2k
PINNEY & SCOFIELD, INC. Added +50,670+50.7k
Beacon Pointe Advisors, LLC Added +47,488+47.5k

Biggest sellers

CPA Asset Management Group, LLC Reduced -122,527-122.5k
Krilogy Financial LLC Reduced -115,212-115.2k
Broadhurst Jeffrey B Sold out -65,967-66.0k
Larson Financial Group LLC Reduced -50,558-50.6k
ROYAL BANK OF CANADA Reduced -31,078-31.1k
Hill Investment Group Partners, LLC Reduced -21,688-21.7k
Forum Financial Management, LP Reduced -16,851-16.9k
GTS SECURITIES LLC Sold out -9,481-9.5k
Verisail Partners, LLC Sold out -5,506-5.5k
Berger Financial Group, Inc Sold out -4,817-4.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Matson Money. Inc. 4.73% of their portfolio MASON, OH 4,102,6994.1m $169.9m $169.9m 4.73% Added +216.8k +216,758
2 Beacon Pointe Advisors, LLC 0.23% of their portfolio NEWPORT BEACH, CA 1,182,1581.2m $48.8m $48.8m 0.23% Added +47.5k +47,488
3 Planning Center, Inc. 4.23% of their portfolio MOLINE, IL 1,085,5331.1m $44.8m $44.8m 4.23% Added +26.7k +26,743
4 Hill Investment Group Partners, LLC 3.24% of their portfolio ST. LOUIS, MO 769,537769.5k $31.7m $31.7m 3.24% Reduced -21.7k -21,688
5 PINNEY & SCOFIELD, INC. 12.42% of their portfolio CAMBRIDGE, MA 615,557615.6k $25.4m $25.4m 12.42% Added +50.7k +50,670
6 Rather & Kittrell, Inc. 3.38% of their portfolio Knoxville, TN 586,834586.8k $24.2m $24.2m 3.38% Added +53.2k +53,164
7 Leading Edge Financial Planning LLC 4.27% of their portfolio KNOXVILLE, TN 580,584580.6k $24.0m $24.0m 4.27% Added +65.6k +65,560
8 Fortitude Family Office, LLC 4.38% of their portfolio SCOTTSDALE, AZ 543,933543.9k $22.4m $22.4m 4.38% Added +39.7k +39,667
9 Geometric Wealth Advisors 2.37% of their portfolio WASHINGTON, DC 531,015531.0k $21.9m $21.9m 2.37% Added +19.5k +19,452
10 Stratos Investment Management, LLC 0.73% of their portfolio BEACHWOOD, OH 490,315490.3k $20.2m $20.2m 0.73% Added +24.3k +24,255
11 Physician Wealth Solutions Inc. 7.24% of their portfolio NORTH LAS VEGAS, NV 462,726462.7k $19.1m $19.1m 7.24% Added +34.8k +34,812
12 Level Financial Advisors 3.34% of their portfolio EAST AMHERST, NY 362,625362.6k $15.0m $15.0m 3.34% Added +20.0k +20,014
13 SCRATCH CAPITAL LLC 7.17% of their portfolio BOISE, ID 350,137350.1k $14.4m $14.4m 7.17% Added +1.1k +1,116
14 Core Wealth Management, Inc. 3.66% of their portfolio JUPITER, FL 315,342315.3k $13.0m $13.0m 3.66% Added +61.6k +61,607
15 Yardley Wealth Management LLC 5.90% of their portfolio YARDLEY, PA 315,060315.1k $13.0m $13.0m 5.90% Added +26.9k +26,935
16 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1.82% of their portfolio INDIANAPOLIS, IN 310,187310.2k $12.8m $12.8m 1.82% Added +5.0k +5,044
17 KFG WEALTH MANAGEMENT, LLC 1.23% of their portfolio GRANGER, IN 264,903264.9k $10.9m $10.9m 1.23% Added +9.9k +9,858
18 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 263,878263.9k $10.9m $10.9m 0.03% Added +23.7k +23,705
19 New Dimensions Wealth Management, LLC 8.00% of their portfolio ALLEN, TX 256,742256.7k $10.6m $10.6m 8.00% Added +21.5k +21,466
20 Five Oceans Advisors 3.37% of their portfolio SANTA MONICA, CA 254,425254.4k $10.5m $10.5m 3.37% Unchanged
21 MONOGRAPH WEALTH ADVISORS, LLC 0.80% of their portfolio MANHATTAN BEACH, CA 237,163237.2k $9.8m $9.8m 0.80% Added +3.8k +3,788
22 Apella Capital, LLC 0.14% of their portfolio WEST HARTFORD, CT 233,025233.0k $9.6m $9.6m 0.14% Added +5.6k +5,614
23 Financial Plan, Inc. 0.91% of their portfolio BELLINGHAM, WA 231,318231.3k $9.5m $9.5m 0.91% Added +37.9k +37,903
24 Heirloom Wealth Management 1.13% of their portfolio GREENWOOD VILLAGE, CO 188,774188.8k $7.8m $7.8m 1.13% Reduced -3.4k -3,440
25 Austin Wealth Management, LLC 1.58% of their portfolio Austin, TX 181,479181.5k $7.5m $7.5m 1.58% Added +1.8k +1,766
26 Sterling Financial Planning, Inc. 2.02% of their portfolio SPARTA, NJ 179,710179.7k $7.4m $7.4m 2.02% Added +9.0k +8,962
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 162,472162.5k $6.7m $6.7m 0.00% Added +25.5k +25,534
28 Vestment Financial LLC 2.94% of their portfolio CHANHASSEN, MN 159,371159.4k $6.6m $6.6m 2.94% Added +825 +825
29 Forum Financial Management, LP 0.08% of their portfolio LOMBARD, IL 146,508146.5k $6.0m $6.0m 0.08% Reduced -16.9k -16,851
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 146,317146.3k $6.0m $6.0m 0.00% Added +28.5k +28,490
31 Foundry Financial LLC 1.93% of their portfolio PASADENA, CA 138,594138.6k $5.7m $5.7m 1.93% Added +19.1k +19,116
32 BCU Wealth Advisors, LLC 1.75% of their portfolio Vernon Hills, IL 127,636127.6k $5.3m $5.3m 1.75% Added +11.6k +11,636
33 Henrickson Nauta Wealth Advisors, Inc. 1.26% of their portfolio BELMONT, MI 125,241125.2k $5.2m $5.2m 1.26% Added +15.0k +15,010
34 Ares Financial Consulting, LLC 3.21% of their portfolio CALABASAS, CA 108,404108.4k $4.5m $4.5m 3.21% Added +3.9k +3,896
35 McCartney Wealth Management LLC 3.32% of their portfolio CLAYTON, MO 106,130106.1k $4.4m $4.4m 3.32% Added +6.1k +6,119
36 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 100,344100.3k $4.1m $4.1m 0.02% New
37 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 97,72397.7k $4.0m $4.0m 0.03% Added +19.0k +18,990
38 Porter White Investment Advisors, Inc. 1.55% of their portfolio Birmingham, AL 97,59597.6k $4.0m $4.0m 1.55% Added +3.3k +3,348
39 AWM CAPITAL, LLC 0.32% of their portfolio Phoenix, AZ 97,23197.2k $4.0m $4.0m 0.32% Added +13.4k +13,390
40 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 96,22796.2k $4.0m $4.0m 0.03% Added +10.7k +10,702
41 Grove Street Fiduciary, LLC 1.62% of their portfolio PETERBOROUGH, NH 92,86192.9k $3.8m $3.8m 1.62% Reduced -327 -327
42 ENTREWEALTH, LLC 1.39% of their portfolio AUSTIN, TX 92,57592.6k $3.8m $3.8m 1.39% Added +11.3k +11,308
43 FLOW TRADERS U.S. LLC 0.15% of their portfolio NEW YORK, NY 87,45387.5k $3.6m $3.6m 0.15% New
44 Altiora Financial Group, LLC 0.51% of their portfolio LEBANON, OH 78,99479.0k $3.3m $3.3m 0.51% Added +398 +398
45 City State Bank 0.73% of their portfolio NORWALK, IA 77,71177.7k $3.2m $3.2m 0.73% Added +17.1k +17,144
46 Amicus Financial Advisors, LLC 0.78% of their portfolio LUBBOCK, TX 77,15477.2k $3.2m $3.2m 0.78% Added +21.3k +21,316
47 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 76,72376.7k $3.2m $3.2m 0.01% Added +6.1k +6,060
48 BRIGHTON JONES LLC 0.06% of their portfolio SEATTLE, WA 74,29274.3k $3.1m $3.1m 0.06% Added +69.1k +69,116
49 Balanced Rock Investment Advisors LLC 1.78% of their portfolio ROSLINDALE, MA 69,05069.0k $2.8m $2.8m 1.78% Added +7.5k +7,497
50 MB Generational Wealth, LLC 1.33% of their portfolio SPOKANE, WA 65,95066.0k $2.7m $2.7m 1.33% Added +10.9k +10,875
51 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 63,38963.4k $2.6m $2.6m 0.02% Added +14.7k +14,699
52 McMill Wealth Management 0.59% of their portfolio NORFOLK, NE 61,72061.7k $2.4m $2.4m 0.59% Added +5.8k +5,845
53 CFS Investment Advisory Services, LLC 0.16% of their portfolio TOTOWA, NJ 57,72957.7k $2.4m $2.4m 0.16% Added +1.2k +1,153
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,61656.6k $2.3m $2.3m 0.00% New
55 NWAM LLC 0.12% of their portfolio MERCER ISLAND, WA 56,03556.0k $2.3m $2.3m 0.12% Added +3.6k +3,564
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 55,97056.0k $2.3m $2.3m 0.00% Added +28.5k +28,518
57 TCP Asset Management, LLC 0.26% of their portfolio Upper Arlington, OH 55,20755.2k $2.3m $2.3m 0.26% Added +8.4k +8,408
58 Onyx Financial Advisors, LLC 0.81% of their portfolio IDAHO FALLS, ID 54,23154.2k $2.2m $2.2m 0.81% Added +174 +174
59 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 52,37552.4k $2.2m $2.2m 0.05% Added +19.1k +19,089
60 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 52,08352.1k $2.1m $2.1m 0.00% Added +4.3k +4,344
61 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,53047.5k $2.0m $2.0m 0.00% Added +20.8k +20,825
62 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 43,15143.2k $1.8m $1.8m 0.01% Added +4.7k +4,677
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 42,36142.4k $1.7m $1.7m 0.00% Added +2.2k +2,201
64 XY Planning Network, Inc. 0.21% of their portfolio BOZEMAN, MT 40,59240.6k $1.7m $1.7m 0.21% Added +10.4k +10,373
65 Saxony Capital Management, LLC 0.76% of their portfolio ST. LOUIS, MO 40,33940.3k $1.7m $1.7m 0.76% Added +27.3k +27,265
66 VESTIA PERSONAL WEALTH ADVISORS 0.64% of their portfolio FORT WAYNE, IN 39,73939.7k $1.6m $1.6m 0.64% Added +7.9k +7,899
67 Shearwater Capital LLC 0.78% of their portfolio DENVER, CO 39,64639.6k $1.6m $1.6m 0.78% Reduced -2.9k -2,893
68 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 36,06836.1k $1.5m $1.5m 0.01% Added +2.9k +2,903
69 FMB WEALTH MANAGEMENT 0.54% of their portfolio WESTLAKE VILLAGE, CA 35,75635.8k $1.5m $1.5m 0.54% Added +4.2k +4,167
70 Larson Financial Group LLC 0.04% of their portfolio ST LOUIS, MO 35,67235.7k $1.5m $1.5m 0.04% Reduced -50.6k -50,558
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,68234.7k $1.4m $1.4m 0.00% Reduced -2.3k -2,303
72 Centennial Bank/AR/ 0.45% of their portfolio CONWAY, AR 33,89233.9k $1.4m $1.4m 0.45% Added +512 +512
73 SageView Advisory Group, LLC 0.05% of their portfolio Newport Beach, CA 33,64833.6k $1.4m $1.4m 0.05% Reduced -3.0k -2,972
74 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 31,16731.2k $1.3m $1.3m 0.00% Added +3.1k +3,084
75 Samalin Investment Counsel, LLC 0.40% of their portfolio CHAPPAQUA, NY 30,47030.5k $1.3m $1.3m 0.40% Added +858 +858
76 Krilogy Financial LLC 0.04% of their portfolio ST. LOUIS, MO 29,02229.0k $1.2m $1.2m 0.04% Reduced -115.2k -115,212
77 Tortoise Investment Management, LLC 0.09% of their portfolio WHITE PLAINS, NY 28,64228.6k $1.2m $1.2m 0.09% Added +1.7k +1,700
78 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 27,73327.7k $1.1m $1.1m 0.01% Added +14.9k +14,900
79 Klingman & Associates, LLC 0.05% of their portfolio New York, NY 26,68526.7k $1.1m $1.1m 0.05% Unchanged
80 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 25,73025.7k $1.1m $1.1m 0.00% Reduced -335 -335
81 CPA Asset Management Group, LLC 0.30% of their portfolio WEST PALM BEACH, FL 24,93524.9k $1.0m $1.0m 0.30% Reduced -122.5k -122,527
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,66724.7k $1.0m $1.0m 0.00% Added +348 +348
83 Kane Co Wealth Management, Inc. 0.70% of their portfolio JOHNSTON, IA 22,36622.4k $922.7k $922.7k 0.70% Added +7.6k +7,621
84 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 21,42121.4k $883.7k $883.7k 0.02% New
85 Plan Group Financial, LLC 0.18% of their portfolio OKLAHOMA CITY, OK 20,52820.5k $846.9k $846.9k 0.18% Reduced -3.9k -3,943
86 SeedSafe Financial LLC 0.58% of their portfolio AUSTIN, TX 19,61319.6k $809.1k $809.1k 0.58% Reduced -302 -302
87 Essential Planning, LLC. 0.22% of their portfolio PORTSMOUTH, NH 19,16419.2k $790.6k $790.6k 0.22% Added +4.6k +4,591
88 Coston, McIsaac & Partners 0.16% of their portfolio BAR HARBOR, ME 19,02319.0k $784.0k $784.0k 0.16% Added +2.5k +2,456
89 Meritas Wealth Management, LLC 0.30% of their portfolio SAN RAFAEL, CA 18,52018.5k $764.0k $764.0k 0.30% Added +11.0k +11,004
90 Foster Group, Inc. 0.02% of their portfolio WEST DES MOINES, IA 18,09418.1k $746.5k $746.5k 0.02% Unchanged
91 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,90816.9k $698.0k $698.0k 0.00% Reduced -31.1k -31,078
92 Aspire Private Capital, LLC 0.14% of their portfolio Cornelius, NC 16,74916.7k $691.0k $691.0k 0.14% Added +5.2k +5,190
93 Visionary Horizons, LLC 0.28% of their portfolio Knoxville, TN 16,29416.3k $672.2k $672.2k 0.28% Added +245 +245
94 NORTHWEST WEALTH MANAGEMENT, LLC 0.09% of their portfolio SPENCER, IA 16,26416.3k $671.0k $671.0k 0.09% Reduced -241 -241
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,55415.6k $641.7k $641.7k 0.00% Added +2.4k +2,361
96 Greenspring Advisors, LLC 0.03% of their portfolio Towson, MD 15,23215.2k $628.4k $628.4k 0.03% Reduced -1.2k -1,220
97 CURIO WEALTH, LLC 0.18% of their portfolio ANNAPOLIS, MD 14,40614.4k $594.3k $594.3k 0.18% Reduced -227 -227
98 FIRETHORN WEALTH PARTNERS, LLC 0.18% of their portfolio AUGUSTA, GA 13,66513.7k $563.7k $563.7k 0.18% Reduced -189 -189
99 Donalies Financial Planning, LLC 0.40% of their portfolio WASHINGTON, DC 13,18913.2k $544.1k $544.1k 0.40% Added +581 +581
100 Lynx Investment Advisory 0.18% of their portfolio WASHINGTON, DC, DC 13,04513.0k $538.2k $538.2k 0.18% Added +4.4k +4,394