DFIP

Dimensional Inflation-protec

Latest period2024 - Q4Total superinvestors17

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 17 superinvestors own shares of Dimensional Inflation-protec (DFIP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Dimensional Inflation-protec (DFIP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Dimensional Inflation-protec (DFIP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Dimensional Inflation-protec (DFIP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Katie Fischer@Market Street Wealth Management Advisors Llc Recent Activity Increased 5.06%	1.93%	$11.463M 283,103 shares@ 40.5 avg price	Increased 5.06%
Timothy Richards@Apella Capital, Llc Recent Activity Increased 9.7%	0.23%	$5.922M 146,255 shares@ 40.5 avg price	Increased 9.7%
Drew Phillips@Fortitude Family Office, Llc Recent Activity New Position	1.52%	$4.246M 104,851 shares@ 40.5 avg price	New Position
Tom Lewis@Krilogy Financial Llc Recent Activity Increased 6.27%	0.27%	$3.965M 97,921 shares@ 40.5 avg price	Increased 6.27%
Jeffery Nauta@Henrickson Nauta Wealth Advisors, Inc. Recent Activity Increased 24.8%	0.7%	$1.722M 42,530 shares@ 40.5 avg price	Increased 24.8%
Eric Malden@Shearwater Capital Llc Recent Activity Increased 1.47%	1.07%	$1.569M 38,738 shares@ 40.5 avg price	Increased 1.47%
Eric Duncan@Wealth Enhancement Advisory Services, Llc Recent Activity	0.01%	$1.36M 32,167 shares@ 42.28 avg price
Becki Goebel@Tcp Asset Management, Llc Recent Activity Increased 15.83%	0.28%	$1.249M 30,843 shares@ 40.5 avg price	Increased 15.83%
Robert Siegmann@Total Wealth Planning, Llc Recent Activity Increased 12.54%	0.19%	$1.17M 28,895 shares@ 40.5 avg price	Increased 12.54%
Lyndsay Goody@Onyx Financial Advisors, Llc Recent Activity Increased 67.97%	0.55%	$987,140 24,379 shares@ 40.5 avg price	Increased 67.97%