DIMENSIONAL INFLATION-PROTEC (DFIP) Institutional Shareholders
DIMENSIONAL INFLATION-PROTEC (DFIP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $771.32M in DFIP holdings during the latest filing period.
Matson Money. Inc. is currently the largest disclosed institutional shareholder of DFIP tracked by InsiderSet, reporting ownership valued at approximately $169.89M in its June 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 $162.30M, representing an estimated loss of -4.47% 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
161
Total Reported Value
$771.32M
Largest Holder
Matson Money. Inc.
Largest Position
$169.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Matson Money. Inc. | 4.73% | 4,102,699 | $169,892,766 | $162,302,772 | -$7,589,994 | -4.47% | |
| Beacon Pointe Advisors, Llc | 0.23% | 1,182,158 | $48,769,942 | $46,766,170 | -$2,003,772 | -4.11% | |
| Planning Center, Inc. | 4.23% | 1,085,533 | $44,783,670 | $42,943,685 | -$1,839,985 | -4.11% | |
| Hill Investment Group Partners, Llc | 3.24% | 769,537 | $31,747,250 | $30,442,884 | -$1,304,366 | -4.11% | |
| Pinney & Scofield, Inc. | 12.42% | 615,557 | $25,394,808 | $24,351,435 | -$1,043,373 | -4.11% | |
| Rather & Kittrell, Inc. | 3.38% | 586,834 | $24,209,834 | $23,215,153 | -$994,681 | -4.11% | |
| Leading Edge Financial Planning Llc | 4.27% | 580,584 | $23,952,001 | $22,967,903 | -$984,098 | -4.11% | |
| Geometric Wealth Advisors | 2.37% | 531,015 | $21,907,020 | $21,006,953 | -$900,067 | -4.11% | |
| Stratos Investment Management, Llc | 0.73% | 490,315 | $20,227,980 | $19,396,861 | -$831,119 | -4.11% | |
| Physician Wealth Solutions Inc. | 7.24% | 462,726 | $19,089,744 | $18,305,441 | -$784,303 | -4.11% | |
| Level Financial Advisors | 3.34% | 362,625 | $14,960,097 | $14,345,445 | -$614,652 | -4.11% | |
| Scratch Capital Llc | 7.17% | 350,137 | $14,444,897 | $13,851,420 | -$593,477 | -4.11% | |
| Core Wealth Management, Inc. | 3.66% | 315,342 | $13,009,432 | $12,474,930 | -$534,502 | -4.11% | |
| Yardley Wealth Management Llc | 5.90% | 315,060 | $12,997,789 | $12,463,774 | -$534,015 | -4.11% | |
| Market Street Wealth Management Advisors Llc | 1.82% | 310,187 | $12,796,759 | $12,270,998 | -$525,761 | -4.11% | |
| Kfg Wealth Management, Llc | 1.23% | 264,903 | $10,928,594 | $10,479,563 | -$449,031 | -4.11% | |
| Savant Capital, Llc | 0.03% | 263,878 | $10,857,628 | $10,439,014 | -$418,614 | -3.86% | |
| New Dimensions Wealth Management, Llc | 8.00% | 256,742 | $10,591,874 | $10,156,714 | -$435,160 | -4.11% | |
| Five Oceans Advisors | 3.37% | 254,425 | $10,496,303 | $10,065,053 | -$431,250 | -4.11% | |
| Monograph Wealth Advisors, Llc | 0.80% | 237,163 | $9,784,171 | $9,382,168 | -$402,003 | -4.11% | |
| Apella Capital, Llc | 0.14% | 233,025 | $9,597,127 | $9,218,469 | -$378,658 | -3.95% | |
| Financial Plan, Inc. | 0.91% | 231,318 | $9,543,022 | $9,150,940 | -$392,082 | -4.11% | |
| Heirloom Wealth Management | 1.13% | 188,774 | $7,787,862 | $7,467,899 | -$319,963 | -4.11% | |
| Austin Wealth Management, Llc | 1.58% | 181,479 | $7,479,647 | $7,179,309 | -$300,338 | -4.02% | |
| Sterling Financial Planning, Inc. | 2.02% | 179,710 | $7,413,956 | $7,109,328 | -$304,628 | -4.11% | |
| Envestnet Asset Management Inc | 0.00% | 162,472 | $6,702,767 | $6,427,392 | -$275,375 | -4.11% | |
| Vestment Financial Llc | 2.94% | 159,371 | $6,559,694 | $6,304,717 | -$254,977 | -3.89% | |
| Forum Financial Management, Lp | 0.08% | 146,508 | $6,044,208 | $5,795,856 | -$248,352 | -4.11% | |
| Goldman Sachs Group Inc | 0.00% | 146,317 | $6,036,308 | $5,788,301 | -$248,007 | -4.11% | |
| Foundry Financial Llc | 1.93% | 138,594 | $5,717,707 | $5,482,779 | -$234,928 | -4.11% | |
| Bcu Wealth Advisors, Llc | 1.75% | 127,636 | $5,265,639 | $5,049,280 | -$216,359 | -4.11% | |
| Henrickson Nauta Wealth Advisors, Inc. | 1.26% | 125,241 | $5,166,817 | $4,954,534 | -$212,283 | -4.11% | |
| Ares Financial Consulting, Llc | 3.21% | 108,404 | $4,472,199 | $4,288,462 | -$183,737 | -4.11% | |
| Mccartney Wealth Management Llc | 3.32% | 106,130 | $4,378,393 | $4,198,503 | -$179,890 | -4.11% | |
| Wealthspire Advisors, Llc | 0.02% | 100,344 | $4,139,692 | $3,969,609 | -$170,083 | -4.11% | |
| Park Avenue Securities Llc | 0.03% | 97,723 | $4,032,000 | $3,865,922 | -$166,078 | -4.12% | |
| Porter White Investment Advisors, Inc. | 1.55% | 97,595 | $4,026,278 | $3,860,858 | -$165,420 | -4.11% | |
| Awm Capital, Llc | 0.32% | 97,231 | $4,011,261 | $3,846,458 | -$164,803 | -4.11% | |
| Farther Finance Advisors, Llc | 0.03% | 96,227 | $3,969,850 | $3,806,740 | -$163,110 | -4.11% | |
| Grove Street Fiduciary, Llc | 1.62% | 92,861 | $3,830,981 | $3,673,581 | -$157,400 | -4.11% | |
| Entrewealth, Llc | 1.39% | 92,575 | $3,751,616 | $3,662,267 | -$89,349 | -2.38% | |
| Flow Traders U.S. Llc | 0.15% | 87,453 | $3,608,000 | $3,459,641 | -$148,359 | -4.11% | |
| Altiora Financial Group, Llc | 0.51% | 78,994 | $3,258,886 | $3,125,003 | -$133,883 | -4.11% | |
| City State Bank | 0.73% | 77,711 | $3,205,967 | $3,074,247 | -$131,720 | -4.11% | |
| Amicus Financial Advisors, Llc | 0.78% | 77,154 | $3,182,974 | $3,052,212 | -$130,762 | -4.11% | |
| Assetmark, Inc | 0.01% | 76,723 | $3,165,199 | $3,035,162 | -$130,037 | -4.11% | |
| Brighton Jones Llc | 0.06% | 74,292 | $3,064,917 | $2,938,992 | -$125,925 | -4.11% | |
| Balanced Rock Investment Advisors Llc | 1.78% | 69,050 | $2,848,658 | $2,731,618 | -$117,040 | -4.11% | |
| Mb Generational Wealth, Llc | 1.33% | 65,950 | $2,720,767 | $2,608,982 | -$111,785 | -4.11% | |
| Merit Financial Group, Llc | 0.02% | 63,389 | $2,615,115 | $2,507,669 | -$107,446 | -4.11% |
Frequently asked questions about DFIP
Who owns the most DFIP stock?
The largest holders of DFIP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INFLATION-PROTEC (DFIP).
Is DFIP widely held by superinvestors?
Many widely followed stocks like DFIP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFIP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.