DFIP · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFIP)
Who is buying and selling DFIP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 50
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFIP at a glance
- No open-market insider purchases or sales of DFIP were filed in the last 90 days.
- 50 13F filers hold DFIP among their 50 largest positions, worth $610.3M combined. The biggest bets by portfolio weight are Pinney & Scofield, Inc. (12.4%), New Dimensions Wealth Management, LLC (8.0%) and Scratch Capital LLC (7.2%). In their latest 13Fs, 1 manager opened a new position and 26 added to one.
- No member of Congress has disclosed a trade in DFIP.
DFIP insider trading
No open-market insider purchases or sales of DFIP were filed in the last 90 days.
Who owns DFIP? Hedge funds and superinvestors
50 13F filers hold DFIP among their 50 largest positions, worth $610.3M combined. The biggest bets by portfolio weight are Pinney & Scofield, Inc. (12.4%), New Dimensions Wealth Management, LLC (8.0%) and Scratch Capital LLC (7.2%). In their latest 13Fs, 1 manager opened a new position and 26 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Matson Money. Inc.Asset manager | 4.8% | $170.8M | 4,371,599 | +6.6% shares | Q3 2026 |
| Planning Center, Inc.Wealth manager | 4.2% | $44.8M | 1,085,533 | +2.5% shares | Q2 2026 |
| Hill Investment Group Partners, LLCWealth manager | 3.2% | $31.7M | 769,537 | -2.7% shares | Q2 2026 |
| Pinney & Scofield, Inc.Wealth manager | 12.4% | $25.4M | 615,557 | +9.0% shares | Q2 2026 |
| Rather & Kittrell, Inc.Wealth manager | 3.4% | $24.2M | 586,834 | +10.0% shares | Q2 2026 |
| Fortitude Family Office, LLCWealth manager | 4.0% | $23.2M | 594,614 | +9.3% shares | Q3 2026 |
| Leading Edge Financial Planning LLCWealth manager | 4.8% | $23.0M | 589,134 | +1.5% shares | Q3 2026 |
| Geometric Wealth AdvisorsWealth manager | 2.4% | $21.9M | 531,015 | +3.8% shares | Q2 2026 |
| Stratos Investment Management, LLCInstitutional asset manager | 0.7% | $20.2M | 490,315 | +5.2% shares | Q2 2026 |
| Physician Wealth Solutions Inc.Wealth manager | 7.1% | $18.1M | 464,572 | +0.4% shares | Q3 2026 |
| Level Financial AdvisorsWealth manager | 3.3% | $14.9M | 380,658 | +5.0% shares | Q3 2026 |
| Scratch Capital LLCWealth manager | 7.2% | $14.4M | 350,137 | +0.3% shares | Q2 2026 |
| Yardley Wealth Management LLCWealth manager | 5.9% | $13.5M | 344,524 | +9.4% shares | Q3 2026 |
| Core Wealth Management, Inc.Wealth manager | 3.8% | $12.6M | 323,753 | +2.7% shares | Q3 2026 |
| Kfg Wealth Management, LLCWealth manager | 1.2% | $11.2M | 287,198 | +8.4% shares | Q3 2026 |
| New Dimensions Wealth Management, LLCWealth manager | 8.0% | $10.6M | 256,742 | +9.1% shares | Q2 2026 |
| Monograph Wealth Advisors, LLCWealth manager | 0.8% | $9.8M | 237,163 | +1.6% shares | Q2 2026 |
| Financial Plan, Inc.Wealth manager | 0.9% | $9.5M | 231,318 | +19.6% shares | Q2 2026 |
| Five Oceans AdvisorsWealth manager | 3.5% | $9.2M | 235,444 | -7.5% shares | Q3 2026 |
| Sterling Financial Planning, Inc.Wealth manager | 2.1% | $7.7M | 198,252 | +10.3% shares | Q3 2026 |
| Austin Wealth Management, LLCWealth manager | 1.6% | $7.5M | 181,479 | +1.0% shares | Q2 2026 |
| Vestment Financial LLCWealth manager | 2.7% | $6.1M | 157,228 | -1.3% shares | Q3 2026 |
| Heirloom Wealth ManagementWealth manager | 0.8% | $5.9M | 151,801 | -19.6% shares | Q3 2026 |
| BCU Wealth Advisors, LLCWealth manager | 1.8% | $5.4M | 138,902 | +8.8% shares | Q3 2026 |
| Henrickson Nauta Wealth Advisors, Inc.Wealth manager | 1.3% | $5.2M | 125,241 | +13.6% shares | Q2 2026 |
| Awm Capital, LLCWealth manager | 0.4% | $5.1M | 131,661 | +35.4% shares | Q3 2026 |
| Porter White Investment Advisors, Inc.Wealth manager | 3.0% | $4.9M | 124,859 | +27.9% shares | Q3 2026 |
| Ares Financial Consulting, LLCWealth manager | 3.3% | $4.7M | 120,312 | +11.0% shares | Q3 2026 |
| McCartney Wealth Management LLCWealth manager | 3.3% | $4.4M | 106,130 | +6.1% shares | Q2 2026 |
| Market Street Wealth Management Advisors LLCWealth manager | 0.6% | $4.0M | 101,588 | -67.2% shares | Q3 2026 |
The 30 largest of 50 positions, by value. Each manager counts with its latest 13F (Q3 2026: 29, Q2 2026: 21). Screen DFIP in the grand portfolio →
DFIP stock trades by members of Congress
No member of Congress has disclosed a trade in DFIP.
DFIP questions and answers
Are insiders buying DFIP stock?
No open-market insider purchases or sales of DFIP were filed in the last 90 days.
Which hedge funds own DFIP?
50 13F filers hold DFIP among their 50 largest positions, worth $610.3M combined. The biggest bets by portfolio weight are Pinney & Scofield, Inc. (12.4%), New Dimensions Wealth Management, LLC (8.0%) and Scratch Capital LLC (7.2%). In their latest 13Fs, 1 manager opened a new position and 26 added to one.
Has Congress traded DFIP?
No member of Congress has disclosed a trade in DFIP.
Who is the largest holder of DFIP?
Among 13F filers, Matson Money. Inc. reports the largest DFIP position, $170.8M (4,371,599 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Pinney & Scofield, Inc.'s: 12.4% of its portfolio.
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