DIMENSIONAL INFLATION-PROTEC (DFIP) Institutional Ownership Changes & 13F Activity
DIMENSIONAL INFLATION-PROTEC (DFIP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Flow Traders U.S. Llc, Citadel Advisors Llc, Larson Financial Group Llc, Beacon Pointe Advisors, Llc, and Financial Plan, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +25,534 | +18.6% | 162,472 | $6.70M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +943 | +10.5% | 9,893 | $408.14K | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of So Dak | Buy | +8,288 | — | 8,288 | $341.92K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +5,424 | — | 5,424 | $223.77K | Q2 2026 | Sep 18, 2026 |
| Citadel Advisors Llc | Buy | +56,616 | — | 56,616 | $2.34M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +75 | +0.7% | 10,463 | $431.65K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +47,488 | +4.2% | 1,182,158 | $48.77M | Q2 2026 | Aug 18, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +7,497 | +12.2% | 69,050 | $2.85M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +4,677 | +12.2% | 43,151 | $1.78M | Q2 2026 | Aug 17, 2026 |
| Flow Traders U.S. Llc | Buy | +87,453 | — | 87,453 | $3.61M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -50,558 | -58.6% | 35,672 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +37,903 | +19.6% | 231,318 | $9.54M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -31,078 | -64.8% | 16,908 | $698.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +28,490 | +24.2% | 146,317 | $6.04M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +11,308 | +13.9% | 92,575 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,840 | +110.7% | 13,020 | $537.14K | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +4,322 | +75.2% | 10,067 | $415.31K | Q2 2026 | Aug 14, 2026 |
| Monograph Wealth Advisors, Llc | Buy | +3,788 | +1.6% | 237,163 | $9.78M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,198 | +13.3% | 10,206 | $421.91K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -473 | -4.7% | 9,505 | $392.18K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Sell | -368 | -10.2% | 3,243 | $133.79K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -246 | -2.2% | 10,896 | $449.52K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -110 | -1.8% | 6,173 | $255.00K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +63 | — | 63 | $2.60K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -39 | -24.2% | 122 | $5.03K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +23 | +1.7% | 1,387 | $57.22K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +19,089 | +57.3% | 52,375 | $2.16M | Q2 2026 | Aug 13, 2026 |
| Hfg Wealth Management, Llc | Sell | -3,704 | -34.5% | 7,042 | $290.50K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,600 | +34.7% | 6,212 | $256.28K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -29 | -2.2% | 1,313 | $54.17K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about DFIP activity
Which institutional owners are buying DFIP?
Institutional owners buying DFIP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFIP activity?
"Buy" means an investor increased their reported position in DFIP compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL INFLATION-PROTEC (DFIP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFIP increasing?
Institutional interest in DFIP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.