DFIP — DIMENSIONAL INFLATION-PROTEC
As of Q2 2026, 7 SEC-registered investment managers reported holding DFIP (DIMENSIONAL INFLATION-PROTEC) in their latest 13F filings, with a combined reported value of $9.40M across 227.86K shares. That is +65.7% by share count (+90.34K shares) versus the previous quarter, while reported value moved +63.8%. Ownership is concentrated: the five largest holders account for 99.2% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 146.32K | $6.04M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 56.62K | $2.34M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 15.55K | $641.68K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 6.21K | $256.28K | 0.00% | Add |
| Wells Fargo & Co history | Q3 2025 | 1.43K | $60.47K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.31K | $54.17K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 1.30K | $53.93K | 0.00% | New |
| Franklin Resources history | Q2 2026 | 550 | $22.69K | 0.00% | Hold |
| Bank of America Corp history | Q3 2025 | 163 | $6.88K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q3 2024 | 1 | $42 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 56.62K sh · $2.34M
- JPMorgan Chase & Co 1.30K sh · $53.93K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | — | — | — | — | 106.48K | — | — | — | — | — | — | 33.91K | 73.86K | 118.62K | 118.62K | 118.62K | 112.72K | 117.83K | 146.32K |
| Citadel Advisors | 40.90K | 23.77K | 36.07K | — | 18.19K | 48.43K | 20.08K | 20.46K | — | 49.51K | 61.11K | — | 90.89K | 12.74K | — | 114.35K | 94.86K | — | 56.62K |
| Citigroup Inc | — | — | — | — | — | — | 19 | — | — | — | — | 1.39K | 2.32K | 6.63K | 6.47K | 6.96K | 9.45K | 13.19K | 15.55K |
| UBS Group AG | — | — | 108 | 10.58K | — | 523 | — | — | 2.01K | 1.94K | — | — | — | — | 13.97K | — | — | 4.61K | 6.21K |
| Morgan Stanley | — | 560 | 60 | 30 | — | — | — | — | 546 | — | 491 | 1.12K | 16 | 4.08K | 2.43K | 1.99K | 1.34K | 1.34K | 1.31K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 1.31K | 5.53K | 3.16K | 3.19K | 3.33K | 3.03K | 4.99K | 5.00K | 4.98K | 7.05K | — | 1.30K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 550 | 550 | 550 |
| Bank of America Corp | — | — | — | — | — | 353 | — | 21 | — | — | — | — | 22 | 349 | — | 163 | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | 86 | 216 | — | — | 1.63K | 1.43K | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | 1 | — | — | 19 | — | — | 1 | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details