Who owns Dimensional - Inflation-Protected Securities ETF?
Institutional ownership of DFIP from SEC Form 13F filings across 79 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.
79
13F holders
$127.8M
value, 2026 filers
11.9%
of shares outstanding (3.3M sh)
11
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 | Fortitude Family Office, LLC | 543,933 | $22.4M | 4.3% | 2% | +7.9% |
| 2 | KFG WEALTH MANAGEMENT, LLC | 264,903 | $10.9M | 1.2% | 1% | +3.9% |
| 3 | Savant Capital, LLC | 263,878 | $10.9M | 0.0% | 1% | +9.9% |
| 4 | Apella Capital, LLC | 233,025 | $9.6M | 0.1% | 0.8% | +2.5% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 162,472 | $6.7M | 0.0% | 0.6% | +18.6% |
| 6 | GOLDMAN SACHS GROUP INC | 146,317 | $6.0M | 0.0% | 0.5% | +24.2% |
| 7 | Merit Financial Group, LLC | 126,778 | $5.2M | 0.0% | 0.5% | +160.4% |
| 8 | Ares Financial Consulting, LLC | 108,404 | $4.5M | 3.2% | 0.4% | +3.7% |
| 9 | Wealthspire Advisors, LLCNEW | 100,344 | $4.1M | 0.0% | 0.4% | new |
| 10 | PARK AVENUE SECURITIES LLC | 97,723 | $4,032 | 0.0% | 0.4% | +24.1% |
| 11 | Altiora Financial Group, LLC | 78,994 | $3.3M | 0.5% | 0.3% | +0.5% |
| 12 | City State Bank | 77,711 | $3.2M | 0.7% | 0.3% | +28.3% |
| 13 | ASSETMARK, INC | 76,723 | $3.2M | 0.0% | 0.3% | +8.6% |
| 14 | BRIGHTON JONES LLCNEW | 74,292 | $3.1M | 0.1% | 0.3% | new |
| 15 | CITADEL ADVISORS LLCNEW | 56,616 | $2.3M | 0.0% | 0.2% | new |
| 16 | NWAM LLC | 56,035 | $2.3M | 0.1% | 0.2% | +6.8% |
| 17 | Cambridge Investment Research Advisors, Inc. | 55,970 | $2,310 | 0.0% | 0.2% | +103.9% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 52,083 | $2.1M | 0.0% | 0.2% | +9.1% |
| 19 | LPL Financial LLC | 47,530 | $2.0M | 0.0% | 0.2% | +78.0% |
| 20 | TRUIST FINANCIAL CORP | 42,361 | $1.7M | 0.0% | 0.2% | +5.5% |
| 21 | Focus Partners Advisor Solutions, LLC | 36,068 | $1.5M | 0.0% | 0.1% | +8.8% |
| 22 | Larson Financial Group LLC | 35,672 | $1.5M | 0.0% | 0.1% | -58.6% |
| 23 | Creative Planning | 34,682 | $1.4M | 0.0% | 0.1% | -6.2% |
| 24 | Centennial Bank/AR/ | 33,892 | $1.4M | 0.4% | 0.1% | +1.5% |
| 25 | SageView Advisory Group, LLCNEW | 33,648 | $1.4M | 0.0% | 0.1% | new |
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.