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Public ownership evidence

Dimensional Inflation-Protected Securities ETF (DFIP) Ownership Disclosures

Read DFIP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,463$431,647None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,182,158$48,769,942None
Orion Capital Management LLC2026-06-302026-08-19255$10,520None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1869,050$2,848,658None
Equitable Holdings, Inc.2026-06-302026-08-1843,151$1,780,190None
Financial Plan, Inc.2026-06-302026-08-15231,318$9,543,022None
AMERIFLEX GROUP, INC.2026-06-302026-08-1563$2,599None
Note Advisors, LLC2026-06-302026-08-1510,249$422,823None
Nemes Rush Group LLC2026-06-302026-08-153,243$133,790None
ENTREWEALTH, LLC2026-06-302026-08-1592,575$3,751,616None
Invst, LLC2026-06-302026-08-1510,067$415,314None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-15237,163$9,784,171None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,896$449,516None
Qube Research & Technologies Ltd2026-06-302026-08-15122$5,033None
IFG Advisory, LLC2026-06-302026-08-151,387$57,221None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,337$55,158None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,168$337,025None
Betterment LLC2026-06-302026-08-156,173$255,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1587,453$3,608,000None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-152,402$99,095None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1510,206$421,908None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1512,117$499,887None
ROYAL BANK OF CANADA2026-06-302026-08-152,745$113,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,810$75,000None
ROYAL BANK OF CANADA2026-06-302026-08-1512,353$510,000None
CITADEL ADVISORS LLC2026-06-302026-08-1556,616$2,335,693None
Larson Financial Group LLC2026-06-302026-08-1535,672$1,471,640None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15146,317$6,036,308None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1512,543$517,461None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15477$19,679None
Burk Holdings LLC2026-06-302026-08-14726$29,951None
CreativeOne Wealth, LLC2026-06-302026-08-1452,375$2,160,737None
UBS Group AG2026-06-302026-08-146,212$256,276None
Creative Planning2026-06-302026-08-1434,682$1,430,815None
HFG Wealth Management, LLC2026-06-302026-08-147,042$290,505None
MORGAN STANLEY2026-06-302026-08-141$45None
MORGAN STANLEY2026-06-302026-08-141,312$54,127None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-144,252$175,416None
FRANKLIN RESOURCES INC2026-06-302026-08-14550$22,690None
SeedSafe Financial LLC2026-06-302026-08-1319,613$809,134None
SeedSafe Financial LLC2026-03-312026-08-1319,915$830,854None
SeedSafe Financial LLC2025-12-312026-08-1319,915$827,568None
New Dimensions Wealth Management, LLC2026-06-302026-08-13256,742$10,591,874None
Smartleaf Asset Management LLC2026-06-302026-08-13563$23,320None
Hill Investment Group Partners, LLC2026-06-302026-08-13769,537$31,747,250None
Coston, McIsaac & Partners2026-06-302026-08-131,053$43,000None
Coston, McIsaac & Partners2026-06-302026-08-1317,970$741,000None
Focus Partners Wealth2026-06-302026-08-1331,167$1,285,833None
EP Wealth Advisors, LLC2026-06-302026-08-134,294$177,163None
NewEdge Advisors, LLC2026-06-302026-08-1310,800$445,557None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Balanced Rock Investment Advisors LLC ↗Equitable Holdings, Inc. ↗Financial Plan, Inc. ↗AMERIFLEX GROUP, INC. ↗Note Advisors, LLC ↗Nemes Rush Group LLC ↗ENTREWEALTH, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.