IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Inflation-Protec (DFIP)

CUSIP: 25434V856 | NYSE | 275 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Matson Money. Inc.4,371,599
4.8% of portfolio›$170.8M
Fortitude Family Office, LLC594,614
4.0% of portfolio›$23.2M
Leading Edge Financial Planning LLC589,134
4.8% of portfolio›$23.0M
Physician Wealth Solutions Inc.464,572
7.1% of portfolio›$18.1M
Level Financial Advisors380,658
3.3% of portfolio›$14.9M
Scratch Capital LLC362,127
9.0% of portfolio›$14.1M
Yardley Wealth Management LLC344,524
5.9% of portfolio›$13.5M
Core Wealth Management, Inc.323,753
3.8% of portfolio›$12.6M
KFG Wealth Management, LLC287,198
1.2% of portfolio›$11.2M
New Dimensions Wealth Management, LLC270,782
7.6% of portfolio›$10.6M
Five Oceans Advisors235,444
3.5% of portfolio›$9.2M
Apella Capital, LLC217,046
0.1% of portfolio›$8.5M
Sterling Financial Planning, Inc.198,252
2.1% of portfolio›$7.7M
Vestment Financial LLC157,228
2.7% of portfolio›$6.1M
Heirloom Wealth Management151,801
0.8% of portfolio›$5.9M
BCU Wealth Advisors, LLC138,902
1.8% of portfolio›$5.4M
AWM Capital, LLC131,661
0.4% of portfolio›$5.1M
Farther Finance Advisors, LLC125,076
0.0% of portfolio›$4.9M
Porter White Investment Advisors, Inc.124,859
3.0% of portfolio›$4.9M
Porter White Investment Advisors, Inc.124,859
3.0% of portfolio›$4.9M
Ares Financial Consulting, LLC120,312
3.3% of portfolio›$4.7M
Park Avenue Securities LLC102,908
0.1% of portfolio›$4.0M
Market Street Wealth Management Advisors LLC101,588
0.6% of portfolio›$4.0M
Entrewealth, LLC95,806
1.3% of portfolio›$3.7M
City State Bank95,514
0.8% of portfolio›$3.7M
Amicus Financial Advisors, LLC93,541
0.9% of portfolio›$3.7M
Forum Financial Management, LP83,917
0.0% of portfolio›$3.3M
Altiora Financial Group, LLC79,385
0.5% of portfolio›$3.1M
Grove Street Fiduciary, LLC78,786
1.4% of portfolio›$3.1M
Assetmark, Inc77,797
0.0% of portfolio›$3.0M
Brighton Jones LLC74,391
0.1% of portfolio›$2.9M
TCP Asset Management, LLC72,305
0.3% of portfolio›$2.8M
Indivisible Partners64,344
0.1% of portfolio›$2.5M
Saxony Capital Management, LLC59,337
1.0% of portfolio›$2.3M
CFS Investment Advisory Services, LLC57,595
0.1% of portfolio›$2.3M
Onyx Financial Advisors, LLC56,512
0.8% of portfolio›$2.2M
Vestia Personal Wealth Advisors53,613
0.8% of portfolio›$2.1M
Commonwealth Equity Services, LLC52,438
0.0% of portfolio›$2.0M
Meritas Wealth Management, LLC50,540
0.7% of portfolio›$2.0M
XY Planning Network, Inc.45,795
0.2% of portfolio›$1.8M
Willow Creek Wealth Management Inc.44,971
0.1% of portfolio›$1.8M
Truist Financial Corp44,423
0.0% of portfolio›$1.7M
Shearwater Capital LLC40,188
0.7% of portfolio›$1.6M
Samalin Investment Counsel, LLC34,186
0.4% of portfolio›$1.3M
Krilogy Financial LLC32,856
0.0% of portfolio›$1.3M
Creative Planning27,466
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.27,090
0.0% of portfolio›$1.1M
Klingman & Associates, LLC26,685
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC23,670
0.0% of portfolio›$929.0K
AA Financial Advisors, LLC23,106
0.1% of portfolio›$902.5K
Kane Co Wealth Management, Inc.22,093
0.7% of portfolio›$862.9K
Lynx Investment Advisory20,785
0.3% of portfolio›$811.9K
Thrivent Financial for Lutherans20,778
0.0% of portfolio›$812.0K
SeedSafe Financial LLC19,577
0.6% of portfolio›$764.7K
Essential Planning, Llc.19,257
0.2% of portfolio›$752.2K
Aspire Private Capital, LLC18,268
0.1% of portfolio›$713.5K
Foster Group, Inc.18,094
0.0% of portfolio›$706.8K
Larson Financial Group LLC18,000
0.0% of portfolio›$703.1K
Visionary Horizons, LLC17,426
0.3% of portfolio›$680.7K
Northwest Wealth Management, LLC16,161
0.1% of portfolio›$631.2K
Citigroup Inc15,010
0.0% of portfolio›$586.3K
Greenspring Advisors, LLC14,910
0.0% of portfolio›$582.4K
Firethorn Wealth Partners, LLC13,728
0.2% of portfolio›$536.2K
Donalies Financial Planning, LLC13,280
0.4% of portfolio›$518.7K
Kestra Advisory Services, LLC13,000
0.0% of portfolio›$507.8K
Modera Wealth Management, LLC12,908
0.0% of portfolio›$504.2K
Plan Group Financial, LLC11,950
0.1% of portfolio›$472.1K
Stewardship Advisors, LLC10,904
0.1% of portfolio›$425.9K
Glass Jacobson Investment Advisors llc9,955
0.1% of portfolio›$388.9K
SC&H Financial Advisors, Inc.9,190
0.0% of portfolio›$359.0K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,012
0.0% of portfolio›$352.0K
Forteris Wealth Management Inc.8,958
0.3% of portfolio›$349.9K
Two West Capital Advisors LLC8,846
0.2% of portfolio›$345.6K
Factor Wealth Management LTD8,449
0.1% of portfolio›$330.0K
Blossom Wealth Management8,332
0.4% of portfolio›$325.4K
Integrity Advisory Solutions, LLC7,891
0.0% of portfolio›$308.2K
Root Financial Partners, LLC7,619
0.0% of portfolio›$297.6K
HFG Wealth Management, LLC7,042
0.3% of portfolio›$290.5K
Vise Technologies, Inc.6,667
0.0% of portfolio›$260.4K
Magnus Financial Group LLC6,641
0.0% of portfolio›$259.4K
Claro Advisors Inc.5,837
0.0% of portfolio›$228.0K
SageOak Financial, LLC5,204
0.1% of portfolio›$203.3K
Elevate Wealth Advisory, Inc4,343
0.1% of portfolio›$169.6K
Nemes Rush Group LLC3,055
0.0% of portfolio›$119.3K
Phillips Financial Management, LLC2,601
0.0% of portfolio›$101.6K
Jacobi Capital Management LLC2,588
0.0% of portfolio›$101.1K
Cherry Tree Wealth Management, LLC2,574
0.0% of portfolio›$100.5K
Concord Wealth Partners2,367
0.0% of portfolio›$92.5K
Maseco LLP1,866
0.0% of portfolio›$72.9K
Birch Financial Group, LLC1,655
0.0% of portfolio›$64.7K
LAM Group, Inc.1,505
0.0% of portfolio›$58.8K
Washington Trust Advisors, Inc.1,357
0.0% of portfolio›$53.0K
Torren Management, LLC913
0.0% of portfolio›$35.7K
Burk Holdings LLC726
0.0% of portfolio›$28.4K
IFP Advisors, Inc453
0.0% of portfolio›$17.7K
Ashton Thomas Private Wealth, LLC343
0.0% of portfolio›$13.4K
Rossby Financial, LCC296
0.0% of portfolio›$11.6K
EverSource Wealth Advisors, LLC290
0.0% of portfolio›$11.3K
CoreCap Advisors, LLC182
0.0% of portfolio›$7.1K
1620 Investment Advisors, Inc.85
0.0% of portfolio›$3.3K
Signature Equity Partners, LLC36
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Matson Money. Inc.
4,371,599$170.8M4.8%ETFVery LowMason, OH2026-10-23
Fortitude Family Office, LLC
594,614$23.2M4.0%ETFMediumScottsdale, AZ2026-10-14
Leading Edge Financial Planning LLC
589,134$23.0M4.8%ETFLowKnoxville, TN2026-10-23
Physician Wealth Solutions Inc.
464,572$18.1M7.1%ETFLowNorth Las Vegas, NV2026-10-14
Level Financial Advisors
380,658$14.9M3.3%ETFLowEast Amherst, NY2026-10-13
Scratch Capital LLC
362,127$14.1M9.0%ETFMediumBoise, ID2026-11-02
Yardley Wealth Management LLC
344,524$13.5M5.9%ETFVery LowYardley, PA2026-10-23
Core Wealth Management, Inc.
323,753$12.6M3.8%ETFVery LowJupiter, FL2026-10-22
KFG Wealth Management, LLC
287,198$11.2M1.2%ETFMediumGranger, IN2026-10-16
New Dimensions Wealth Management, LLC
270,782$10.6M7.6%ETFVery LowAllen, TX2026-11-02
Five Oceans Advisors
235,444$9.2M3.5%ETFVery LowCarlsbad, CA2026-10-22
Apella Capital, LLC
217,046$8.5M0.1%ETFVery LowWest Hartford, CT2026-10-08
Sterling Financial Planning, Inc.
198,252$7.7M2.1%ETFVery LowSparta, NJ2026-10-28
Vestment Financial LLC
157,228$6.1M2.7%ETFVery LowChanhassen, MN2026-10-13
Heirloom Wealth Management
151,801$5.9M0.8%GrowthMediumGreenwood Village, CO2026-10-14
BCU Wealth Advisors, LLC
138,902$5.4M1.8%ETFLowVernon Hills, IL2026-10-16
AWM Capital, LLC
131,661$5.1M0.4%ETFLowPhoenix, AZ2026-10-16
Farther Finance Advisors, LLC
125,076$4.9M0.0%IndexLowSan Francisco, CA2026-10-08
Porter White Investment Advisors, Inc.
124,859$4.9M3.0%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
124,859$4.9M3.0%ETFVery LowBirmingham, AL2026-10-14
Ares Financial Consulting, LLC
120,312$4.7M3.3%CoreLowCalabasas, CA2026-10-19
Park Avenue Securities LLC
102,908$4.0M0.1%ETFMediumNew York, NY2026-10-26
Market Street Wealth Management Advisors LLC
101,588$4.0M0.6%ETFMediumIndianapolis, IN2026-10-09
Entrewealth, LLC
95,806$3.7M1.3%ETFLowAustin, TX2026-10-14
City State Bank
95,514$3.7M0.8%GrowthVery LowNorwalk, IA2026-10-20
Amicus Financial Advisors, LLC
93,541$3.7M0.9%ETFLowLubbock, TX2026-11-03
Forum Financial Management, LP
83,917$3.3M0.0%ETFLowLombard, IL2026-10-16
Altiora Financial Group, LLC
79,385$3.1M0.5%ETFLowLebanon, OH2026-11-04
Grove Street Fiduciary, LLC
78,786$3.1M1.4%ETFVery LowPeterborough, NH2026-10-13
Assetmark, Inc
77,797$3.0M0.0%ETFLowConcord, CA2026-10-21
Brighton Jones LLC
74,391$2.9M0.1%CoreVery LowSeattle, WA2026-11-03
TCP Asset Management, LLC
72,305$2.8M0.3%ETFLowUpper Arlington, OH2026-10-14
Indivisible Partners
64,344$2.5M0.1%GrowthMediumClearwater, FL2026-10-26
Saxony Capital Management, LLC
59,337$2.3M1.0%ETFMediumSt. Louis, MO2026-10-15
CFS Investment Advisory Services, LLC
57,595$2.3M0.1%ETFMediumTotowa, NJ2026-10-19
Onyx Financial Advisors, LLC
56,512$2.2M0.8%ETFVery LowIdaho Falls, ID2026-10-21
Vestia Personal Wealth Advisors
53,613$2.1M0.8%ETFMediumFort Wayne, IN2026-10-20
Commonwealth Equity Services, LLC
52,438$2.0M0.0%ETFLowWaltham, MA2026-11-02
Meritas Wealth Management, LLC
50,540$2.0M0.7%ETFVery LowSan Rafael, CA2026-10-14
XY Planning Network, Inc.
45,795$1.8M0.2%ETFLowBozeman, MT2026-10-14
Willow Creek Wealth Management Inc.
44,971$1.8M0.1%ETFVery LowSebastopol, CA2026-10-26
Truist Financial Corp
44,423$1.7M0.0%CoreLowCharlotte, NC2026-10-30
Shearwater Capital LLC
40,188$1.6M0.7%ETFVery LowDenver, CO2026-10-13
Samalin Investment Counsel, LLC
34,186$1.3M0.4%YieldMediumChappaqua, NY2026-10-23
Krilogy Financial LLC
32,856$1.3M0.0%GrowthLowSt. Louis, MO2026-10-13
Creative Planning
27,466$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
27,090$1.1M0.0%ETFLowFairfield, IA2026-11-02
Klingman & Associates, LLC
26,685$1.0M0.0%ETFVery LowNew York, NY2026-10-20
Wealth Enhancement Advisory Services, LLC
23,670$929.0K0.0%CoreLowPlymouth, MN2026-10-13
AA Financial Advisors, LLC
23,106$902.5K0.1%ETFMediumColumbus, OH2026-10-19
Kane Co Wealth Management, Inc.
22,093$862.9K0.7%ETFVery LowJohnston, IA2026-11-04
Lynx Investment Advisory
20,785$811.9K0.3%ETFLowWashington, Dc, DC2026-10-27
Thrivent Financial for Lutherans
20,778$812.0K0.0%GARPMediumMinneapolis, MN2026-11-05
SeedSafe Financial LLC
19,577$764.7K0.6%ETFVery LowAustin, TX2026-11-02
Essential Planning, Llc.
19,257$752.2K0.2%ETFLowPortsmouth, NH2026-10-21
Aspire Private Capital, LLC
18,268$713.5K0.1%ETFMediumCornelius, NC2026-11-05
Foster Group, Inc.
18,094$706.8K0.0%ETFVery LowUrbandale, IA2026-10-13
Larson Financial Group LLC
18,000$703.1K0.0%GrowthLowSt Louis, MO2026-11-05
Visionary Horizons, LLC
17,426$680.7K0.3%ETFLowKnoxville, TN2026-10-22
Northwest Wealth Management, LLC
16,161$631.2K0.1%ETFLowSpencer, IA2026-10-30
Citigroup Inc
15,010$586.3K0.0%CoreMediumNew York, NY2026-11-04
Greenspring Advisors, LLC
14,910$582.4K0.0%ETFVery LowTowson, MD2026-11-05
Firethorn Wealth Partners, LLC
13,728$536.2K0.2%ETFLowAugusta, GA2026-10-14
Donalies Financial Planning, LLC
13,280$518.7K0.4%ETFVery LowWashington, DC2026-10-19
Kestra Advisory Services, LLC
13,000$507.8K0.0%CoreLowAustin, TX2026-11-02
Modera Wealth Management, LLC
12,908$504.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Plan Group Financial, LLC
11,950$472.1K0.1%ETFMediumOklahoma City, OK2026-10-22
Stewardship Advisors, LLC
10,904$425.9K0.1%ETFMediumMount Joy, PA2026-10-20
Glass Jacobson Investment Advisors llc
9,955$388.9K0.1%ETFLowOwings Mills, MD2026-10-26
SC&H Financial Advisors, Inc.
9,190$359.0K0.0%ETFVery LowHunt Valley, MD2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
9,012$352.0K0.0%ETFMediumWestlake, OH2026-10-14
Forteris Wealth Management Inc.
8,958$349.9K0.3%ETFVery LowArmonk, NY2026-10-13
Two West Capital Advisors LLC
8,846$345.6K0.2%ETFLowOverland Park, KS2026-10-15
Factor Wealth Management LTD
8,449$330.0K0.1%ETFLowChicago, IL2026-10-08
Blossom Wealth Management
8,332$325.4K0.4%GrowthLowSan Ramon, Ca, CA2026-11-03
Integrity Advisory Solutions, LLC
7,891$308.2K0.0%ETFMediumDallas, TX2026-10-29
Root Financial Partners, LLC
7,619$297.6K0.0%ETFMediumEncinitas, CA2026-10-21
HFG Wealth Management, LLC
7,042$290.5K0.3%ETFLowThe Woodlands, TX2026-10-16
Vise Technologies, Inc.
6,667$260.4K0.0%IndexLowNew York, NY2026-10-29
Magnus Financial Group LLC
6,641$259.4K0.0%ETFLowNew York, NY2026-10-21
Claro Advisors Inc.
5,837$228.0K0.0%CoreLowBoston, MA2026-11-02
SageOak Financial, LLC
5,204$203.3K0.1%ETFLowTulsa, OK2026-10-19
Elevate Wealth Advisory, Inc
4,343$169.6K0.1%ETFVery LowAthens, GA2026-10-29
Nemes Rush Group LLC
3,055$119.3K0.0%CoreVery LowNovi, MI2026-11-04
Phillips Financial Management, LLC
2,601$101.6K0.0%ETFVery LowFort Wayne, IN2026-10-19
Jacobi Capital Management LLC
2,588$101.1K0.0%CoreLowPittston, PA2026-11-05
Cherry Tree Wealth Management, LLC
2,574$100.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Concord Wealth Partners
2,367$92.5K0.0%GrowthLowAbingdon, VA2026-11-02
Maseco LLP
1,866$72.9K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Birch Financial Group, LLC
1,655$64.7K0.0%CoreLowKeene, NH2026-10-27
LAM Group, Inc.
1,505$58.8K0.0%ETFVery LowLake Oswego, OR2026-10-26
Washington Trust Advisors, Inc.
1,357$53.0K0.0%GrowthLowWellesley, MA2026-10-22
Torren Management, LLC
913$35.7K0.0%ETFMediumSan Diego, CA2026-10-29
Burk Holdings LLC
726$28.4K0.0%ETFVery LowTulsa, OK2026-11-05
IFP Advisors, Inc
453$17.7K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
343$13.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Rossby Financial, LCC
296$11.6K0.0%ETFMediumMelbourne, FL2026-11-05
EverSource Wealth Advisors, LLC
290$11.3K0.0%CoreMediumBirmingham, AL2026-11-04
CoreCap Advisors, LLC
182$7.1K0.0%ETFMediumSouthfield, MI2026-10-08
1620 Investment Advisors, Inc.
85$3.3K0.0%ValueLowPlymouth, MA2026-11-04
Signature Equity Partners, LLC
36$1.4K0.0%GrowthMediumColumbus, OH2026-10-29