DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF

$DFIP
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Institutional coverage

152 13F filers hold $DFIP.

13F holders
152
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$DFIP is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.66%, with an average of 1.83% of portfolio. Largest holder: Level Financial Advisors at 3.66%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Level Financial Advisors
3.66% held
α +30.9pts
02
Citigroup Inc.
0.00% held
α +26.3pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 152 · Source: 13F-HR
01
Matson Money. Inc.
4.97% of portfolio
3,885,941 sh
02
Rush Island Management, LP
0.25% of portfolio
1,134,670 sh
03
Gouws Capital LLC
4.48% of portfolio
1,058,790 sh
04
Financial Alternatives, Inc
3.65% of portfolio
791,225 sh
05
Momentous Wealth Management, Inc.
12.71% of portfolio
564,887 sh
06
Empirical Finance, LLC
3.44% of portfolio
533,670 sh
07
Midwest Financial Group LLC
4.52% of portfolio
515,024 sh
08
Raine Group LLC
2.67% of portfolio
511,563 sh
09
Ritter Daniher Financial Advisory LLC / DE
4.70% of portfolio
504,266 sh
10
Stratos Wealth Advisors, LLC
0.78% of portfolio
466,060 sh
See all 152 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFIP in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFIP in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:31 UTC.