Funds holding Dimensional Inflation-Protecte
ISIN US25434V8569 · United States · LEI 549300616QJMJHEK1Q12
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 168M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Free Market Fixed Income Fund RBB Fund, Inc. | 3,974,939 | 166.7M $ | 5.00 % | as of May 31, 2026 ↗ |
| Matson Money Fixed Income VI Fund RBB Fund, Inc. | 30,664 | 1.3M $ | 5.00 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Free Market Fixed Income Fund RBB Fund, Inc. | 5.00 % | as of May 31, 2026 ↗ |
| Matson Money Fixed Income VI Fund RBB Fund, Inc. | 5.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 2 | 0 | 4,005,603 | +3.4 % |
| 2026Q2 | 2 | 0 | 3,872,368 | +5.9 % |
| 2026Q1 | 2 | 0 | 3,657,441 | +2.4 % |
| 2025Q4 | 2 | 0 | 3,573,329 | +0.0 % |
| 2025Q3 | 2 | 0 | 3,572,849 | -0.0 % |
| 2025Q2 | 2 | 0 | 3,573,897 | +1.7 % |
| 2025Q1 | 2 | 0 | 3,514,528 | +0.7 % |
| 2024Q4 | 2 | 0 | 3,490,606 | +13,891.0 % |
| 2024Q3 | 2 | 24,949 |
Institutional managers
162 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Matson Money. Inc. | 3,885,941 | 162.1M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 1,134,670 | 47.3M $ | as of Mar 31, 2026 |
| Planning Center, Inc. | 1,058,790 | 44.2M $ | as of Mar 31, 2026 |
| Hill Investment Group Partners, LLC | 791,225 | 33M $ | as of Mar 31, 2026 |
| PINNEY & SCOFIELD, INC. | 564,887 | 23.6M $ | as of Mar 31, 2026 |
| Rather & Kittrell, Inc. | 533,670 | 22.3M $ | as of Mar 31, 2026 |
| Leading Edge Financial Planning LLC | 515,024 | 21.5M $ | as of Mar 31, 2026 |
| Geometric Wealth Advisors | 511,563 | 21.3M $ | as of Mar 31, 2026 |
| Fortitude Family Office, LLC | 504,266 | 21M $ | as of Mar 31, 2026 |
| Stratos Investment Management, LLC | 466,060 | 19.4M $ | as of Mar 31, 2026 |
| Physician Wealth Solutions Inc. | 427,914 | 17.9M $ | as of Mar 31, 2026 |
| SCRATCH CAPITAL LLC | 349,021 | 14.6M $ | as of Mar 31, 2026 |
| Level Financial Advisors | 342,611 | 14.3M $ | as of Mar 31, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 305,143 | 12.7M $ | as of Mar 31, 2026 |
| Yardley Wealth Management LLC | 288,125 | 12M $ | as of Mar 31, 2026 |
| KFG WEALTH MANAGEMENT, LLC | 255,045 | 10.6M $ | as of Mar 31, 2026 |
| Five Oceans Advisors | 254,425 | 10.6M $ | as of Mar 31, 2026 |
| Core Wealth Management, Inc. | 253,735 | 10.6M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 240,173 | 10M $ | as of Mar 31, 2026 |
| New Dimensions Wealth Management, LLC | 235,276 | 9.8M $ | as of Mar 31, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | 233,375 | 9.7M $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 227,411 | 9.6M $ | as of Mar 31, 2026 |
| Financial Plan, Inc. | 193,415 | 8.1M $ | as of Mar 31, 2026 |
| Heirloom Wealth Management | 192,214 | 8M $ | as of Mar 31, 2026 |
| Austin Wealth Management, LLC | 179,713 | 7.5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Dimensional Inflation-Protecte". https://titelia.com/en/stocks/dimensional-inflation-protecte-US25434V8569