Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / INFLATION PROTE
-
Total 13F shares
-
8,473,255
-
Share change
-
+17,915
-
Total reported value
-
$352,140,634
-
Price per share
-
$41.56
-
Number of holders
-
41
-
Value change
-
+$430,479
-
Number of buys
-
27
-
Number of sells
-
12
Institutional Holders of DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) as of Q4 2025
As of 31 Dec 2025,
DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,473,255 shares.
The largest 10 holders included
Matson Money. Inc., Heirloom Wealth Management, Leading Edge Financial Planning LLC, Stratos Investment Management, LLC, Fortitude Family Office, LLC, Physician Wealth Solutions Inc., SCRATCH CAPITAL LLC, Five Oceans Advisors, KFG WEALTH MANAGEMENT, LLC, and Apella Capital, LLC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.