DFIP: Dimensional Inflation insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
169 institutions reported holding $786.98M of Dimensional Inflation on Form 13F (166 the quarter before). 12 opened a new position and 8 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| Matson Money. Inc. | 4,102,699 | $169.89M |
| Beacon Pointe Advisors, LLC | 1,182,158 | $48.77M |
| Planning Center, Inc. | 1,085,533 | $44.78M |
| Hill Investment Group Partners, LLC | 769,537 | $31.75M |
| PINNEY & SCOFIELD, INC. | 615,557 | $25.39M |
| Rather & Kittrell, Inc. | 586,834 | $24.21M |
| Leading Edge Financial Planning LLC | 580,584 | $23.95M |
| Fortitude Family Office, LLC | 543,933 | $22.44M |
| Geometric Wealth Advisors | 531,015 | $21.91M |
| Stratos Investment Management, LLC | 490,315 | $20.23M |
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