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Dimensional Inflation-Protected Securities ETF

51 hedge funds and large institutions have $90.1M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+18
Holders Change %
+54.55%
% of All Funds
0.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
23
Increased
17
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIAG
26
Safeguard Investment Advisory Group
California
$400K +$400K +8,386 New
OPS
27
Orion Portfolio Solutions
Nebraska
$390K -$13.3K -303 -3%
DWM
28
Drive Wealth Management
Utah
$378K +$378K +8,604 New
SIG
29
Spinnaker Investment Group
California
$374K +$52K +1,183 +16%
FCG
30
Financial Connections Group
California
$289K +$49K +1,114 +20%
PWM
31
PBMares Wealth Management
Virginia
$270K +$270K +6,146 New
WCWM
32
Willow Creek Wealth Management
California
$268K +$268K +6,100 New
SFP
33
Sterling Financial Planning
New Jersey
$265K +$265K +6,015 New
RCAG
34
Rehmann Capital Advisory Group
Michigan
$259K +$14.8K +337 +6%
RK
35
Rather & Kittrell
Tennessee
$250K +$250K +5,698 New
KAS
36
Kestra Advisory Services
Texas
$241K +$241K +5,489 New
IA
37
IFP Advisors
Florida
$230K
RF
38
Resolute Financial
Massachusetts
$215K +$215K +4,889 New
DI
39
Disciplined Investments
Oklahoma
$209K +$165K +3,741 +370%
3LCM
40
3D/L Capital Management
Connecticut
$200K +$3.03K +69 +2%
AF
41
Allworth Financial
California
$182K
CCM
42
Covington Capital Management
California
$61K +$61K +1,397 New
Osaic Holdings
43
Osaic Holdings
Arizona
$56K
OCM
44
Orion Capital Management
California
$37K +$37K +851 New
NSIM
45
North Star Investment Management
Illinois
$22K +$22K +508 New
BAM
46
Baldrige Asset Management
Pennsylvania
$17K
CWM
47
Castle Wealth Management
Florida
$13K +$13K +285 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$8K +$8K +190 New
UBS Group
49
UBS Group
Switzerland
$5K +$5K +108 New
Morgan Stanley
50
Morgan Stanley
New York
$3K -$25K -500 -89%