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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
KWM
26
KFG Wealth Management
Indiana
$9.08M
SFPM
27
Sensible Financial Planning & Management
Massachusetts
$8.2M
AC
28
Apella Capital
Connecticut
$7.39M
SFP
29
Sterling Financial Planning
New Jersey
$5.88M
VF
30
Vestment Financial
Minnesota
$5.81M
KF
31
Krilogy Financial
Missouri
$5.43M
LFG
32
Larson Financial Group
Missouri
$5.43M
Goldman Sachs
33
Goldman Sachs
New York
$5.01M
Citadel Advisors
34
Citadel Advisors
Florida
$4.83M
BWA
35
BCU Wealth Advisors
Illinois
$4.38M
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.13M
GSF
37
Grove Street Fiduciary
New Hampshire
$4.01M
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$3.93M
AFG
39
Altiora Financial Group
Ohio
$3.47M
AC
40
AWM Capital
Arizona
$3.29M
PAS
41
Park Avenue Securities
New York
$3.26M
PWIA
42
Porter White Investment Advisors
Alabama
$3.1M
AssetMark Inc
43
AssetMark Inc
California
$3.08M
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$3.07M
E
45
EntreWealth
Texas
$3.01M
PGF
46
Plan Group Financial
Oklahoma
$2.8M
SCM
47
Saxony Capital Management
Missouri
$2.62M
BI
48
Binnacle Investments
Iowa
$2.47M
BRIA
49
Balanced Rock Investment Advisors
Massachusetts
$2.38M
CIAS
50
CFS Investment Advisory Services
New Jersey
$2.1M