DFIP — DFA TR

Ownership history in Matson Money. Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Matson Money. Inc. reported a position in DFA TR (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.48% (2025 Q1)
Avg. % of fund
4.79%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,735,599 +162,052 +4.5% 4.91% $155.3M $41.56
2025 Q3 ADDED 3,573,547 +212 +0.0% 4.97% $150.9M $41.62
2025 Q2 ADDED 3,573,335 +211 +0.0% 5.18% $149.4M $40.72
2025 Q1 ADDED 3,573,124 +57,925 +1.6% 5.48% $150.6M $40.37
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Physician Wealth Solutions Inc. 6.93% Yardley Wealth Management LLC 5.96% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53% Level Financial Advisors 3Y 3.52%
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