Who owns Dimensional - Inflation-Protected Securities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFIP from SEC Form 13F filings across 169 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 169 institutions disclosed 19.3M shares of Dimensional - Inflation-Protected Securities ETF worth $796.8M — about 70.1% of shares outstanding; the largest disclosed holder is Matson Money. Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
169
13F holders
$796.8M
value, 2026 filers
70.1%
of shares outstanding (19.3M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFIP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Matson Money. Inc. | 4.1M | $169.9M | 4.7% | 14.9% | +5.6% |
| 2 | Beacon Pointe Advisors, LLC | 1.2M | $48.8M | 0.2% | 4.3% | +4.2% |
| 3 | Planning Center, Inc. | 1.1M | $44.8M | 4.2% | 3.9% | +2.5% |
| 4 | Hill Investment Group Partners, LLC | 769,537 | $31.7M | 3.2% | 2.8% | -2.7% |
| 5 | PINNEY & SCOFIELD, INC. | 615,557 | $25.4M | 12.4% | 2.2% | +9.0% |
| 6 | Rather & Kittrell, Inc. | 586,834 | $24.2M | 3.4% | 2.1% | +10.0% |
| 7 | Leading Edge Financial Planning LLC | 580,584 | $24.0M | 4.3% | 2.1% | +12.7% |
| 8 | Fortitude Family Office, LLC | 543,933 | $22.4M | 4.3% | 2% | +7.9% |
| 9 | Geometric Wealth Advisors | 531,015 | $21.9M | 2.4% | 1.9% | +3.8% |
| 10 | Stratos Investment Management, LLC | 490,315 | $20.2M | 0.7% | 1.8% | +5.2% |
| 11 | Physician Wealth Solutions Inc. | 462,726 | $19.1M | 7.2% | 1.7% | +8.1% |
| 12 | Level Financial Advisors | 362,625 | $15.0M | 3.3% | 1.3% | +5.8% |
| 13 | SCRATCH CAPITAL LLC | 350,137 | $14.4M | 7.2% | 1.3% | +0.3% |
| 14 | Core Wealth Management, Inc. | 315,342 | $13.0M | 3.7% | 1.1% | +24.3% |
| 15 | Yardley Wealth Management LLC | 315,060 | $13.0M | 5.9% | 1.1% | +9.3% |
| 16 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 310,187 | $12.8M | 1.8% | 1.1% | +1.7% |
| 17 | KFG WEALTH MANAGEMENT, LLC | 264,903 | $10.9M | 1.2% | 1% | +3.9% |
| 18 | Savant Capital, LLC | 263,878 | $10.9M | 0.0% | 1% | +9.9% |
| 19 | New Dimensions Wealth Management, LLC | 256,742 | $10.6M | 8.0% | 0.9% | +9.1% |
| 20 | Five Oceans Advisors | 254,425 | $10.5M | 3.4% | 0.9% | 0.0% |
| 21 | MONOGRAPH WEALTH ADVISORS, LLC | 237,163 | $9.8M | 0.8% | 0.9% | +1.6% |
| 22 | Apella Capital, LLC | 233,025 | $9.6M | 0.1% | 0.8% | +2.5% |
| 23 | Financial Plan, Inc. | 231,318 | $9.5M | 0.9% | 0.8% | +19.6% |
| 24 | Heirloom Wealth Management | 188,774 | $7.8M | 1.1% | 0.7% | -1.8% |
| 25 | Austin Wealth Management, LLC | 181,479 | $7.5M | 1.6% | 0.7% | +1.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.