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.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$149M
HWM
2
Heirloom Wealth Management
Colorado
$41.1M
PCI
3
Planning Center Inc
Illinois
$36.3M
HIGP
4
Hill Investment Group Partners
Missouri
$33.4M
HWM
5
Hemington Wealth Management
Virginia
$32M
GWA
6
Geometric Wealth Advisors
District of Columbia
$20.9M
CAM
7
CPA Asset Management
Florida
$18.1M
RK
8
Rather & Kittrell
Tennessee
$17.5M
PS
9
Pinney & Scofield
Massachusetts
$16.7M
LEFP
10
Leading Edge Financial Planning
Tennessee
$16M
PWS
11
Physician Wealth Solutions
Nevada
$14.7M
SIM
12
Stratos Investment Management
Ohio
$14.6M
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12.1M
AWM
14
Austin Wealth Management
Texas
$10.9M
FOA
15
Five Oceans Advisors
California
$10.7M
YWM
16
Yardley Wealth Management
Pennsylvania
$10.5M
FFO
17
Fortitude Family Office
Arizona
$10.2M
SC
18
Scratch Capital
Idaho
$9.82M
CWM
19
Core Wealth Management
Florida
$9.31M
NDWM
20
New Dimensions Wealth Management
Texas
$8.44M
LFA
21
Level Financial Advisors
New York
$8.34M
KWM
22
KFG Wealth Management
Indiana
$8.15M
LFG
23
Larson Financial Group
Missouri
$7.65M
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$7.13M
AC
25
Apella Capital
Connecticut
$6.98M