Dimensional Inflation-Protected Securities ETF
DFIP
33 hedge funds and large institutions have $66.2M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
87% more capital invested
Capital invested by funds: $35.5M → $66.2M (+$30.7M)
83% more funds holding
Funds holding: 18 → 33 (+15)
9.25% less ownership
Funds ownership: 55.01% → 45.76% (-9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$17.6M |
| 2 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$6.88M |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$2.83M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$1.95M |
| 5 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$7.29M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.97M |
| 3 |
Jane Street
New York
|
-$1.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$829K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3LCM
26
3D/L Capital Management
Hartford,
Connecticut
| $214K | +$217K | +4,488 | New |
|
|
AF
27
Allworth Financial
Folsom,
California
| $197K | +$200K | +4,127 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $61K | +$61.3K | +1,267 | New |
|
|
DI
29
Disciplined Investments
Tulsa,
Oklahoma
| $48K | +$48.9K | +1,011 | New |
|
30
Morgan Stanley
New York
| $27K | +$27.1K | +560 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | +$23.9K | +494 | New |
|
|
HA
32
Herold Advisors
New York
| $18.1K | +$18.4K | +380 | New |
|
|
BAM
33
Baldrige Asset Management
Allentown,
Pennsylvania
| $18K | +$18.6K | +384 | New |
|
|
MSWMA
34
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| – | -$7.29M | -146,859 | Closed |
|
|
35
Dimensional Fund Advisors
Austin,
Texas
| – | -$4.97M | -100,000 | Closed |
|
|
UWM
36
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| – | -$231K | -4,658 | Closed |
|
DFIP Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2022, worth a combined $66.2M — up 87% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DFIP positions and 3 closed out — a net gain of 15 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Hill Investment Group Partners, opening a new position worth an estimated $17.6M. The largest seller was Market Street Wealth Management Advisors, exiting entirely with an estimated $7.29M sold.
- 33 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2022, up from 18 in Q4 2021.
- Funds reported $66.2M of Dimensional Inflation-Protected Securities ETF stock for Q1 2022, up 87% quarter-over-quarter.
- 18 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2022 and 3 closed out, a net change of +15 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2022 was Hill Investment Group Partners, an estimated $17.6M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2022 was Market Street Wealth Management Advisors, an estimated $7.29M sold.
Based on aggregated 13F filings for Q1 2022.