DFIP Institutional Ownership & Shareholders
DIMENSIONAL INFLATION-PROTEC (DFIP) is currently held by 165 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $773.21M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Matson Money. Inc. is currently the largest disclosed institutional shareholder of DFIP tracked by InsiderSet, reporting ownership valued at approximately $170.75M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $175.02M, representing an estimated gain of +2.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed DFIP value among the investors covered in this analysis. Major shareholders include Matson Money. Inc., Beacon Pointe Advisors, Llc, Planning Center, Inc., and several other long-term asset managers with concentrated positions in DIMENSIONAL INFLATION-PROTEC (DFIP).
This page ranks the largest institutional DFIP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
165
Total Reported Value
$773.21M
Largest Holder
Matson Money. Inc.
Largest Position
$170.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Matson Money. Inc. | 4.78% | 4,371,599 | $170,754,657 | $175,016,966 | +$4,262,309 | +2.50% | |
| Beacon Pointe Advisors, Llc | 0.23% | 1,182,158 | $48,769,942 | $47,327,696 | -$1,442,246 | -2.96% | |
| Planning Center, Inc. | 4.23% | 1,085,533 | $44,783,670 | $43,459,314 | -$1,324,356 | -2.96% | |
| Hill Investment Group Partners, Llc | 3.24% | 769,537 | $31,747,250 | $30,808,414 | -$938,836 | -2.96% | |
| Pinney & Scofield, Inc. | 12.42% | 615,557 | $25,394,808 | $24,643,824 | -$750,984 | -2.96% | |
| Rather & Kittrell, Inc. | 3.38% | 586,834 | $24,209,834 | $23,493,899 | -$715,935 | -2.96% | |
| Fortitude Family Office, Llc | 3.99% | 594,614 | $23,225,627 | $23,805,371 | +$579,744 | +2.50% | |
| Leading Edge Financial Planning Llc | 4.77% | 589,134 | $23,011,583 | $23,585,980 | +$574,397 | +2.50% | |
| Geometric Wealth Advisors | 2.37% | 531,015 | $21,907,020 | $21,259,186 | -$647,834 | -2.96% | |
| Stratos Investment Management, Llc | 0.73% | 490,315 | $20,227,980 | $19,629,761 | -$598,219 | -2.96% | |
| Physician Wealth Solutions Inc. | 7.14% | 464,572 | $18,146,172 | $18,599,140 | +$452,968 | +2.50% | |
| Level Financial Advisors | 3.29% | 380,658 | $14,868,502 | $15,239,643 | +$371,141 | +2.50% | |
| Scratch Capital Llc | 9.03% | 362,127 | $14,144,679 | $14,497,754 | +$353,075 | +2.50% | |
| Yardley Wealth Management Llc | 5.88% | 344,524 | $13,457,096 | $13,793,018 | +$335,922 | +2.50% | |
| Core Wealth Management, Inc. | 3.77% | 323,753 | $12,645,795 | $12,961,451 | +$315,656 | +2.50% | |
| Kfg Wealth Management, Llc | 1.22% | 287,198 | $11,217,971 | $11,497,972 | +$280,001 | +2.50% | |
| Savant Capital, Llc | 0.03% | 263,878 | $10,857,628 | $10,564,356 | -$293,272 | -2.70% | |
| New Dimensions Wealth Management, Llc | 7.60% | 270,782 | $10,576,755 | $10,840,757 | +$264,002 | +2.50% | |
| Monograph Wealth Advisors, Llc | 0.80% | 237,163 | $9,784,171 | $9,494,821 | -$289,350 | -2.96% | |
| Financial Plan, Inc. | 0.91% | 231,318 | $9,543,022 | $9,260,816 | -$282,206 | -2.96% | |
| Five Oceans Advisors | 3.51% | 235,444 | $9,196,443 | $9,426,001 | +$229,558 | +2.50% | |
| Apella Capital, Llc | 0.11% | 217,046 | $8,497,344 | $8,689,437 | +$192,093 | +2.26% | |
| Sterling Financial Planning, Inc. | 2.12% | 198,252 | $7,743,719 | $7,937,019 | +$193,300 | +2.50% | |
| Austin Wealth Management, Llc | 1.58% | 181,479 | $7,479,647 | $7,265,512 | -$214,135 | -2.86% | |
| Envestnet Asset Management Inc | 0.00% | 162,472 | $6,702,767 | $6,504,567 | -$198,200 | -2.96% | |
| Vestment Financial Llc | 2.74% | 157,228 | $6,136,617 | $6,294,623 | +$158,006 | +2.57% | |
| Goldman Sachs Group Inc | 0.00% | 146,317 | $6,036,308 | $5,857,801 | -$178,507 | -2.96% | |
| Heirloom Wealth Management | 0.77% | 151,801 | $5,929,337 | $6,077,353 | +$148,016 | +2.50% | |
| Bcu Wealth Advisors, Llc | 1.75% | 138,902 | $5,425,510 | $5,560,942 | +$135,432 | +2.50% | |
| Henrickson Nauta Wealth Advisors, Inc. | 1.26% | 125,241 | $5,166,817 | $5,014,023 | -$152,794 | -2.96% | |
| Awm Capital, Llc | 0.36% | 131,661 | $5,142,699 | $5,271,048 | +$128,349 | +2.50% | |
| Farther Finance Advisors, Llc | 0.03% | 125,076 | $4,885,470 | $5,007,418 | +$121,948 | +2.50% | |
| Porter White Investment Advisors, Inc. | 3.03% | 124,859 | $4,877,026 | $4,998,730 | +$121,704 | +2.50% | |
| Ares Financial Consulting, Llc | 3.25% | 120,312 | $4,699,382 | $4,816,691 | +$117,309 | +2.50% | |
| Mccartney Wealth Management Llc | 3.32% | 106,130 | $4,378,393 | $4,248,915 | -$129,478 | -2.96% | |
| Wealthspire Advisors, Llc | 0.02% | 100,344 | $4,139,692 | $4,017,272 | -$122,420 | -2.96% | |
| Market Street Wealth Management Advisors Llc | 0.56% | 101,588 | $3,968,018 | $4,067,076 | +$99,058 | +2.50% | |
| Entrewealth, Llc | 1.33% | 95,806 | $3,742,182 | $3,835,593 | +$93,411 | +2.50% | |
| City State Bank | 0.85% | 95,514 | $3,730,777 | $3,823,903 | +$93,126 | +2.50% | |
| Flow Traders U.S. Llc | 0.15% | 87,453 | $3,608,000 | $3,501,181 | -$106,819 | -2.96% | |
| Forum Financial Management, Lp | 0.04% | 83,917 | $3,277,789 | $3,359,617 | +$81,828 | +2.50% | |
| Altiora Financial Group, Llc | 0.51% | 78,994 | $3,258,886 | $3,162,525 | -$96,361 | -2.96% | |
| Amicus Financial Advisors, Llc | 0.78% | 77,154 | $3,182,974 | $3,088,860 | -$94,114 | -2.96% | |
| Grove Street Fiduciary, Llc | 1.39% | 78,786 | $3,077,373 | $3,154,198 | +$76,825 | +2.50% | |
| Brighton Jones Llc | 0.06% | 74,292 | $3,064,917 | $2,974,280 | -$90,637 | -2.96% | |
| Assetmark, Inc | 0.01% | 77,797 | $3,038,738 | $3,114,603 | +$75,865 | +2.50% | |
| Balanced Rock Investment Advisors Llc | 1.78% | 69,050 | $2,848,658 | $2,764,417 | -$84,241 | -2.96% | |
| Tcp Asset Management, Llc | 0.32% | 72,305 | $2,825,672 | $2,894,731 | +$69,059 | +2.44% | |
| Merit Financial Group, Llc | 0.02% | 63,389 | $2,615,115 | $2,537,779 | -$77,336 | -2.96% | |
| Indivisible Partners | 0.12% | 64,344 | $2,513,270 | $2,576,012 | +$62,742 | +2.50% |
Frequently asked questions about DFIP
Who are the largest institutional holders of DFIP?
The largest institutional holders of DFIP reported in the latest SEC Form 13F filings include Matson Money. Inc., Beacon Pointe Advisors, Llc, Planning Center, Inc., Hill Investment Group Partners, Llc, and Pinney & Scofield, Inc.. InsiderSet ranks institutional holders by their latest reported DFIP position.
What is DFIP institutional ownership?
This page tracks DFIP positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INFLATION-PROTEC (DFIP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFIP?
InsiderSet currently tracks 165 institutional managers reporting DFIP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFIP shareholders.
How much DFIP stock do institutions own?
Institutional investment managers disclosed approximately $773.21M in DFIP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFIP institutional ownership last updated?
The latest DFIP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFIP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFIP position after the reporting date.
Are institutions buying or selling DFIP?
Institutional buying and selling can be analyzed by comparing DFIP positions across consecutive 13F reporting periods. InsiderSet's DFIP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFIP ownership changes.
How has DFIP institutional ownership changed over time?
InsiderSet tracks DFIP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.