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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 %
DWM
26
David Wealth Management
Virginia
$6.36M 152,228 +9,216 +6%
MWA
27
Monograph Wealth Advisors
California
$5.7M 136,427 +6,546 +5%
SFP
28
Sterling Financial Planning
New Jersey
$5.54M 132,599 +7,588 +6%
VF
29
Vestment Financial
Minnesota
$5.45M 130,432 +6,970 +6%
Goldman Sachs
30
Goldman Sachs
New York
$4.96M 118,619
KF
31
Krilogy Financial
Missouri
$4.37M 104,458 +1,682 +2%
PGF
32
Plan Group Financial
Oklahoma
$4.11M 98,375 -38,365 -28%
BWA
33
BCU Wealth Advisors
Illinois
$4.05M 96,949 +13,852 +17%
GSF
34
Grove Street Fiduciary
New Hampshire
$3.83M 91,644 -2,595 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.52M 84,242 +65,688 +354%
FFM
36
Forum Financial Management
Illinois
$3.48M 83,158 -2,640 -3%
AFG
37
Altiora Financial Group
Ohio
$3.43M 81,946 +373 +0.5%
AC
38
AWM Capital
Arizona
$3.28M 78,517 +977 +1%
AssetMark Inc
39
AssetMark Inc
California
$3.07M 73,475 +73,475 New
PAS
40
Park Avenue Securities
New York
$2.87M 68,750 +68,750 New
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$2.68M 64,038 +8,404 +15%
E
42
EntreWealth
Texas
$2.57M 61,488 +13,414 +28%
BI
43
Binnacle Investments
Iowa
$2.3M 54,982 +2,502 +5%
BRIA
44
Balanced Rock Investment Advisors
Massachusetts
$2.16M 51,707 +51,707 New
CIAS
45
CFS Investment Advisory Services
New Jersey
$2.05M 49,050 +193 +0.4%
PWIA
46
Porter White Investment Advisors
Alabama
$2.01M 48,010 +2,838 +6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.93M 46,095 -7,628 -14%
EWA
48
Exencial Wealth Advisors
Oklahoma
$1.82M 43,643 -3,137 -7%
SCM
49
Saxony Capital Management
Missouri
$1.74M 41,633 -11,453 -22%
NL
50
NWAM LLC
Washington
$1.71M 40,917 +1,252 +3%