D
Dimensional Inflation-Protected Securities
DFIP • ARCA
Dimensional Inflation-Protected Securities is an exchange-traded fund on ARCA. As of Q3 2025, 146 institutional investors hold shares in this ETF, with total holdings valued at $741.3M. Matson Money. Inc. is the largest holder with a position valued at $150.9M.
Overview
Overview of institutional ownership in DFIP as of Q3 2025
All Institutions
- Institutions
- 146
- Value Held
- $741.3M
- Shares Held
- 17.6M
- Avg Position
- $5.1M
- Median Position
- $926.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $4.8M
- Shares Held
- 114.4K
- Avg Position
- $4.8M
- Median Position
- $4.8M
Biggest Investors
Institutions with the largest positions in DFIP as of Q3 2025
| Institution | Position Value |
|---|---|
 Matson Money. Inc. RIA/Wealth | $150.9M 4.97% of portfolio |
 Heirloom Wealth Management RIA/Wealth | $45.0M 10.87% of portfolio |
 Hemington Wealth Management RIA/Wealth | $38.5M 5.50% of portfolio |
 Planning Center, Inc. Real Assets | $37.9M 3.99% of portfolio |
 Hill Investment Group Partners, LLC RIA/Wealth | $33.8M 4.12% of portfolio |
 Geometric Wealth Advisors RIA/Wealth | $22.0M 2.93% of portfolio |
 Insight Wealth Strategies, LLC RIA/Wealth | $19.0M 2.24% of portfolio |
 Rather & Kittrell, Inc. RIA/Wealth | $18.8M 3.29% of portfolio |
 PINNEY & SCOFIELD, INC. RIA/Wealth | $18.7M 11.61% of portfolio |
 Leading Edge Financial Planning LLC RIA/Wealth | $17.9M 4.50% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DFIP in Q3 2025
- Traded
- +$78.5M
- Buyers
- 98
- Sellers
- 38
- Total Bought
- +$89.1M
- Total Sold
- −$10.6M
- Avg Position
- $4.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Insight Wealth Strategies, LLC RIA/Wealth | +$19.0M +449.1K shares |
 Savant Capital, LLC RIA/Wealth | +$9.7M +229.6K shares |
 Forum Financial Management, LP RIA/Wealth | +$6.6M +157.1K shares |
Hemington Wealth Management RIA/Wealth | +$6.2M +146.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$4.8M +114.4K shares |
C Colony Group, LLC Institution | +$3.9M +95.9K shares |
 Level Financial Advisors, Inc. RIA/Wealth | +$3.6M +85.1K shares |
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth | +$3.5M +83.8K shares |
Heirloom Wealth Management RIA/Wealth | +$3.5M +82.3K shares |
 Fundamentun, LLC RIA/Wealth | +$3.1M +74.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CPA Asset Management LLC RIA/Wealth | −$3.1M −72.7K shares |
 Larson Financial Group LLC RIA/Wealth | −$2.3M −54.4K shares |
 Plan Group Financial, LLC RIA/Wealth | −$1.4M −32.1K shares |
 UBS Group AG Institution | −$584.0K −14.0K shares |
 Yardley Wealth Management LLC RIA/Wealth | −$496.5K −11.8K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$431.2K −10.2K shares |
R ROYAL BANK OF CANADA Institution | −$377.7K −8.9K shares |
 Buckingham Strategic Partners RIA/Wealth | −$292.9K −6.9K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | −$265.5K −6.4K shares |
 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC RIA/Wealth | −$255.4K −6.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DFIP in Q3 2025
- New Positions
- 10
- New Value
- $24.9M
- Exited Positions
- 4
- Exited Value
- $971.3K
New Positions
| Institution | Position Value |
|---|---|
Insight Wealth Strategies, LLC RIA/Wealth | $19.0M 449.1K shares |
C Colony Group, LLC Institution | $3.9M 95.9K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $730.1K 17.3K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $505.9K 12.0K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | $335.5K 7.9K shares |
 Copperleaf Capital, LLC RIA/Wealth | $260.5K 6.2K shares |
 Cloud Capital Management, LLC RIA/Wealth | $161.3K 3.8K shares |
 Washington Trust Advisors, Inc. RIA/Wealth | $54.4K 1.3K shares |
S Seneschal Advisors, LLC Institution | $6.7K 159.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | $721.0 17.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
UBS Group AG Institution | $584.0K 14.0K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $265.5K 6.4K shares |
 Global Trust Asset Management, LLC RIA/Wealth | $121.2K 2.9K shares |
 Park Square Financial Group, LLC RIA/Wealth | $544.0 13.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DFIP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DFIP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PINNEY & SCOFIELD, INC. RIA/Wealth | 11.61% $18.7M |
Heirloom Wealth Management RIA/Wealth | 10.87% $45.0M |
N New Dimensions Wealth Management, LLC RIA/Wealth | 7.97% $9.1M |
 SCRATCH CAPITAL LLC RIA/Wealth | 7.18% $10.6M |
 Physician Wealth Solutions Inc. RIA/Wealth | 7.00% $15.7M |
CPA Asset Management LLC RIA/Wealth | 5.96% $15.2M |
Yardley Wealth Management LLC RIA/Wealth | 5.63% $10.1M |
Hemington Wealth Management RIA/Wealth | 5.50% $38.5M |
Matson Money. Inc. RIA/Wealth | 4.97% $150.9M |
Leading Edge Financial Planning LLC RIA/Wealth | 4.50% $17.9M |
Hedge Fund Spotlight
Discover hedge funds investing in DFIP
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
D
Position in Dimensional Inflation-Protected Securities
- Market Value
- $4.8M
- Shares Held
- 114.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
