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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Inflation-Protected Securities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
10,463
Value (USD)
$431,647
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFIP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFIP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.