Who Owns DFA INFLATION-PROTECT SEC ETF (DFIP)? -- Institutional Holders (2026-06-30)

176 institutions reported holding $796.8M of DFA INFLATION-PROTECT SEC ETF (DFIP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Matson Money. Inc. ($169.9M), Beacon Pointe Advisors, LLC ($48.8M), Planning Center, Inc. ($44.8M), Hill Investment Group Partners, LLC ($31.7M), PINNEY & SCOFIELD, INC. ($25.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Matson Money. Inc.	$169.9M	4.1M	Added
2	Beacon Pointe Advisors, LLC	$48.8M	1.2M	Added
3	Planning Center, Inc.	$44.8M	1.1M	Added
4	Hill Investment Group Partners, LLC	$31.7M	769,537	Trimmed
5	PINNEY & SCOFIELD, INC.	$25.4M	615,557	Added
6	Rather & Kittrell, Inc.	$24.2M	586,834	Added
7	Leading Edge Financial Planning LLC	$24.0M	580,584	Added
8	Fortitude Family Office, LLC	$22.4M	543,933	Added
9	Geometric Wealth Advisors	$21.9M	531,015	Added
10	Stratos Investment Management, LLC	$20.2M	490,315	Added
11	Physician Wealth Solutions Inc.	$19.1M	462,726	Added
12	Level Financial Advisors	$15.0M	362,625	Added
13	SCRATCH CAPITAL LLC	$14.4M	350,137	Added
14	Core Wealth Management, Inc.	$13.0M	315,342	Added
15	Yardley Wealth Management LLC	$13.0M	315,060	Added
16	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$12.8M	310,187	Added
17	KFG WEALTH MANAGEMENT, LLC	$10.9M	264,903	Added
18	Savant Capital, LLC	$10.9M	263,878	Added
19	New Dimensions Wealth Management, LLC	$10.6M	256,742	Added
20	Five Oceans Advisors	$10.5M	254,425	Hold
21	MONOGRAPH WEALTH ADVISORS, LLC	$9.8M	237,163	Added
22	Apella Capital, LLC	$9.6M	233,025	Added
23	Financial Plan, Inc.	$9.5M	231,318	Added
24	Heirloom Wealth Management	$7.8M	188,774	Trimmed
25	Austin Wealth Management, LLC	$7.5M	181,479	Added

Source: SEC Form 13F filings · as of 2026-06-30