DFIP icon

Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $662M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.85%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.3%
New
11
Increased
74
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMI
1
Matson Money Inc
Ohio
$149M 3,573,335 +211 +0%
HWM
2
Heirloom Wealth Management
Colorado
$41.1M 983,348 -42,480 -4%
PCI
3
Planning Center Inc
Illinois
$36.3M 868,594 +18,628 +2%
HIGP
4
Hill Investment Group Partners
Missouri
$33.4M 798,105 +8,421 +1%
HWM
5
Hemington Wealth Management
Virginia
$32M 765,886 +46,510 +6%
GWA
6
Geometric Wealth Advisors
District of Columbia
$20.9M 498,824 +848 +0.2%
CAM
7
CPA Asset Management
Florida
$18.1M 432,044 +9,912 +2%
RK
8
Rather & Kittrell
Tennessee
$17.5M 417,381 -2,329 -0.6%
PS
9
Pinney & Scofield
Massachusetts
$16.7M 400,303 -683 -0.2%
LEFP
10
Leading Edge Financial Planning
Tennessee
$16M 382,545 +25,282 +7%
PWS
11
Physician Wealth Solutions
Nevada
$14.7M 350,435 -983 -0.3%
SIM
12
Stratos Investment Management
Ohio
$14.6M 349,242 +22,248 +7%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12.1M 290,171 +6,166 +2%
AWM
14
Austin Wealth Management
Texas
$10.9M 261,287 +19,815 +8%
FOA
15
Five Oceans Advisors
California
$10.7M 254,918 +8,738 +4%
YWM
16
Yardley Wealth Management
Pennsylvania
$10.5M 250,286 +8,885 +4%
FFO
17
Fortitude Family Office
Arizona
$10.2M 243,967 +97,992 +67%
SC
18
Scratch Capital
Idaho
$9.82M 234,900 +47,031 +25%
CWM
19
Core Wealth Management
Florida
$9.31M 222,731 +13,324 +6%
NDWM
20
New Dimensions Wealth Management
Texas
$8.44M 202,204 +5,573 +3%
LFA
21
Level Financial Advisors
New York
$8.34M 199,579 +12,326 +7%
KWM
22
KFG Wealth Management
Indiana
$8.15M 194,955 +4,598 +2%
LFG
23
Larson Financial Group
Missouri
$7.65M 183,032 -51,431 -22%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$7.13M 170,489 -14,843 -8%
AC
25
Apella Capital
Connecticut
$6.98M 167,513 +1,462 +0.9%