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Dimensional Inflation-Protected Securities ETF

144 hedge funds and large institutions have $740M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.07M
2 -$2.3M
3 -$1.36M
4
BH
Burk Holdings
Oklahoma
-$653K
5
UBS Group
UBS Group
Switzerland
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$151M
HWM
2
Heirloom Wealth Management
Colorado
$45M
HWM
3
Hemington Wealth Management
Virginia
$38.5M
PCI
4
Planning Center Inc
Illinois
$37.9M
HIGP
5
Hill Investment Group Partners
Missouri
$33.8M
GWA
6
Geometric Wealth Advisors
District of Columbia
$22M
IWS
7
Insight Wealth Strategies
California
$19M
RK
8
Rather & Kittrell
Tennessee
$18.8M
PS
9
Pinney & Scofield
Massachusetts
$18.7M
LEFP
10
Leading Edge Financial Planning
Tennessee
$17.9M
SIM
11
Stratos Investment Management
Ohio
$17.9M
PWS
12
Physician Wealth Solutions
Nevada
$15.7M
CAM
13
CPA Asset Management
Florida
$15.2M
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$12.6M
LFA
15
Level Financial Advisors
New York
$12M
FFO
16
Fortitude Family Office
Arizona
$12M
AWM
17
Austin Wealth Management
Texas
$11.2M
FOA
18
Five Oceans Advisors
California
$10.7M
SC
19
Scratch Capital
Idaho
$10.6M
FFM
20
Forum Financial Management
Illinois
$10.1M
YWM
21
Yardley Wealth Management
Pennsylvania
$10.1M
SC
22
Savant Capital
Illinois
$10M
CWM
23
Core Wealth Management
Florida
$9.76M
MWA
24
Monograph Wealth Advisors
California
$9.3M
NDWM
25
New Dimensions Wealth Management
Texas
$9.1M