DIMENSIONAL INFLATION-PROTEC DFIP
$41.26
+0.2% 52w: $39.64 – $41.56
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.6440.6041.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
+3 QoQ
13F value
$758.2M
-2.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFIP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Matson Money. Inc. | Wealth advisor | 3.9M | $162.1M | 5.0% | +4.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.1M | $47.3M | 0.3% | +0.1% |
| Planning Center, Inc. | Wealth advisor | 1.1M | $44.2M | 4.5% | +4.1% |
| Hill Investment Group Partners, LLC | Wealth advisor | 791.2K | $33.0M | 3.6% | -1.4% |
| PINNEY & SCOFIELD, INC. | Wealth advisor | 564.9K | $23.6M | 12.7% | +8.5% |
| Rather & Kittrell, Inc. | Wealth advisor | 533.7K | $22.3M | 3.4% | +5.6% |
| Leading Edge Financial Planning LLC | Wealth advisor | 515.0K | $21.5M | 4.5% | +8.3% |
| Geometric Wealth Advisors | Wealth advisor | 511.6K | $21.3M | 2.7% | -2.7% |
| Fortitude Family Office, LLC | Wealth advisor | 504.3K | $21.0M | 4.7% | +17.7% |
| Stratos Investment Management, LLC | Wealth advisor | 466.1K | $19.4M | 0.8% | +4.5% |
| Physician Wealth Solutions Inc. | Wealth advisor | 427.9K | $17.9M | 7.4% | +8.8% |
| SCRATCH CAPITAL LLC | Wealth advisor | 349.0K | $14.6M | 8.3% | +9.6% |
| Level Financial Advisors | Wealth advisor | 342.6K | $14.3M | 3.6% | +7.0% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Wealth advisor | 305.1K | $12.7M | 2.0% | +1.3% |
| Yardley Wealth Management LLC | Wealth advisor | 288.1K | $12.0M | 6.2% | +6.7% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 255.0K | $10.6M | 1.4% | +10.1% |
| Five Oceans Advisors | Wealth advisor | 254.4K | $10.6M | 3.8% | 0.0% |
| Core Wealth Management, Inc. | Wealth advisor | 253.7K | $10.6M | 3.2% | +5.4% |
| Savant Capital, LLC | Wealth advisor | 240.2K | $10.0M | 0.0% | -0.4% |
| New Dimensions Wealth Management, LLC | Wealth advisor | 235.3K | $9.8M | 8.4% | +3.7% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 233.4K | $9.7M | 0.9% | +4.1% |
| Apella Capital, LLC | Wealth advisor | 227.4K | $9.6M | 0.1% | +20.5% |
| Financial Plan, Inc. | Wealth advisor | 193.4K | $8.1M | 0.9% | +31.7% |
| Heirloom Wealth Management | Other | 192.2K | $8.0M | 1.4% | -82.5% |
| Austin Wealth Management, LLC | Wealth advisor | 179.7K | $7.5M | 1.7% | -34.1% |
| Sterling Financial Planning, Inc. | Wealth advisor | 170.7K | $7.1M | 2.1% | +10.4% |
| Forum Financial Management, LP | Wealth advisor | 163.4K | $6.8M | 0.1% | -0.4% |
| Vestment Financial LLC | Wealth advisor | 158.5K | $6.7M | 3.1% | +2.7% |
| CPA Asset Management Group, LLC | Wealth advisor | 147.5K | $6.2M | 2.1% | -10.9% |
| Krilogy Financial LLC | Wealth advisor | 144.2K | $6.1M | 0.2% | +4.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.9K | $5.7M | 0.0% | -1.0% |
| Foundry Financial LLC | Wealth advisor | 119.5K | $5.0M | 2.1% | +97.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 117.8K | $4.9M | 0.0% | +4.5% |
| BCU Wealth Advisors, LLC | Wealth advisor | 116.0K | $4.8M | 1.8% | +2.7% |
| Henrickson Nauta Wealth Advisors, Inc. | Wealth advisor | 110.2K | $4.6M | 1.3% | -40.0% |
| Ares Financial Consulting, LLC | Wealth advisor | 104.5K | $4.4M | 3.4% | +5.3% |
| McCartney Wealth Management LLC | Wealth advisor | 100.0K | $4.2M | 3.5% | +1.6% |
| Porter White Investment Advisors, Inc. | Wealth advisor | 94.2K | $3.9M | 1.6% | +5.5% |
| Grove Street Fiduciary, LLC | Wealth advisor | 93.2K | $3.9M | 1.7% | -1.7% |
| Larson Financial Group LLC | Wealth advisor | 86.2K | $3.6M | 0.1% | -27.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 85.5K | $3.6M | 0.0% | +35.4% |
| AWM CAPITAL, LLC | Wealth advisor | 83.8K | $3.5M | 0.3% | -1.2% |
| ENTREWEALTH, LLC | Wealth advisor | 81.3K | $3.4M | 1.5% | +8.1% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 78.7K | $3.3M | 0.0% | -5.9% |
| Altiora Financial Group, LLC | Wealth advisor | 78.6K | $3.3M | 0.5% | Held |
| ASSETMARK, INC | Wealth advisor | 70.7K | $2.9M | 0.0% | -2.0% |
| Broadhurst Jeffrey B | Wealth advisor | 66.0K | $2.8M | 2.8% | +2.7% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 61.6K | $2.6M | 1.8% | +3.4% |
| City State Bank | Wealth advisor | 60.6K | $2.5M | 0.7% | +57.7% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 56.6K | $2.4M | 0.2% | +4.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.