Funds holding Dimensional Inflation-Protecte
2 funds declare a position · 0 ETFs and 2 other funds · 163.9M $ · US25434V8569
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Free Market Fixed Income Fund RBB Fund, Inc. | 3,841,766 | 162.6M $ | 5.02 % | as of Feb 28, 2026 · Original filing |
| Matson Money Fixed Income VI Fund RBB Fund, Inc. | 30,602 | 1.3M $ | 5.04 % | as of Feb 28, 2026 · Original filing |
Institutional managers
162 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |