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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

60 hedge funds and large institutions have $101M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
12
Increased
29
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FOA
1
Five Oceans Advisors
California
$8.62M
2
Jane Street
2
Jane Street
New York
$7.07M
3
LFG
3
Larson Financial Group
Missouri
$5.6M
4
WCWM
4
Willow Creek Wealth Management
California
$2.66M
5
KA
5
Klingman & Associates
New York
$2.32M

Top Sellers

1
CWR
1
Chico Wealth RIA
California
$468K
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$11.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
GTAM
4
Global Trust Asset Management
Florida
$1.28M
5
LSPW
5
Lake Street Private Wealth
Illinois
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Applied Capital
Arkansas
$618K -$40.7K -1,000 -6%
RK
27
Rather & Kittrell
Tennessee
$613K +$382K +9,403 +165%
TWP
28
Total Wealth Planning
Ohio
$599K +$171K +4,207 +40%
SIG
29
Spinnaker Investment Group
California
$570K +$213K +5,062 +60%
AF
30
Advisornet Financial
Minnesota
$525K +$47K +1,158 +10%
SIC
31
Samalin Investment Counsel
New York
$496K +$496K +12,214 New
CWR
32
Chico Wealth RIA
California
$468K -$5.36M -131,963 -92%
PFO
33
Pathstone Family Office
New Jersey
$464K +$464K +11,432 New
RF
34
Resolute Financial
Massachusetts
$431K +$232K +5,718 +117%
UBS Group
35
UBS Group
Switzerland
$430K +$426K +10,473 +9,697%
HFA
36
Highland Financial Advisors
New Jersey
$419K +$419K +10,304 New
CPA
37
Cardiff Park Advisors
California
$361K +$361K +8,878 New
AFS
38
Annapolis Financial Services
Maryland
$351K +$351K +8,625 New
OPS
39
Orion Portfolio Solutions
Nebraska
$316K -$44.2K -1,089 -12%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$280K +$40.7K +1,000 +17%
FCG
41
Financial Connections Group
California
$276K +$9.09K +224 +3%
SIAG
42
Safeguard Investment Advisory Group
California
$265K -$75K -1,849 -22%
KAS
43
Kestra Advisory Services
Texas
$227K +$4.22K +104 +2%
SHFA
44
SC&H Financial Advisors
Maryland
$221K -$394K -9,703 -64%
DI
45
Disciplined Investments
Oklahoma
$193K – – –
IA
46
IFP Advisors
Florida
$190K -$39.5K -786 -17%
PFM
47
Phillips Financial Management
Indiana
$181K +$181K +4,460 New
TIM
48
Tortoise Investment Management
New York
$140K +$140K +3,455 New
OCM
49
Orion Capital Management
California
$124K +$89.4K +2,199 +258%
Osaic Holdings
50
Osaic Holdings
Arizona
$103K +$51.4K +1,263 +100%
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