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Dimensional Inflation-Protected Securities ETF
DFIP

71 hedge funds and large institutions have $167M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

66% more capital invested

Capital invested by funds: $101M → $167M (+$66.8M)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

18% more funds holding

Funds holding: 60 → 71 (+11)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.23% more ownership

Funds ownership: 45.8% → 50.02% (+4.2%)

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
22
Increased
23
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RK
Rather & Kittrell
Tennessee
+$15.4M
2
KA
Klingman & Associates
New York
+$5.01M
3
Goldman Sachs
Goldman Sachs
New York
+$4.4M
4
LFG
Larson Financial Group
Missouri
+$3.88M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$6.32M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$4.73M
3
MWM
Mattern Wealth Management
Kansas
-$2.81M
4
LSPW
Lake Street Private Wealth
Illinois
-$2.31M
5
FTUS
Flow Traders U.S.
New York
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Bridge Advisory
California
$1.5M +$75.4K +1,826 +5%
KF
27
Krilogy Financial
Missouri
$1.34M +$1.35M +32,618 New
SAG
28
SageView Advisory Group
California
$1.34M +$1.34M +32,443 New
FWP
29
Firethorn Wealth Partners
Georgia
$1.19M +$214K +5,187 +22%
WCWM
30
Willow Creek Wealth Management
California
$1.19M -$1.51M -36,669 -56%
SHFA
31
SC&H Financial Advisors
Maryland
$1.17M +$948K +22,940 +421%
SC
32
Shearwater Capital
Colorado
$1.05M +$60.3K +1,460 +6%
PWM
33
PBMares Wealth Management
Virginia
$999K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$981K +$880K +21,292 +842%
SFP
35
Sterling Financial Planning
New Jersey
$938K +$138K +3,341 +17%
AFS
36
Annapolis Financial Services
Maryland
$938K +$585K +14,162 +164%
MHB
37
Midwest Heritage Bank
Iowa
$872K +$92.7K +2,245 +12%
SIG
38
Spinnaker Investment Group
California
$866K +$309K +7,483 +55%
Citadel Advisors
39
Citadel Advisors
Florida
$749K +$752K +18,193 New
GTAM
40
Global Trust Asset Management
Florida
$726K -$573K -13,881 -44%
NL
41
NWAM LLC
Washington
$659K +$661K +15,999 New
AC
42
Applied Capital
Arkansas
$626K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$563K -$252K -6,091 -31%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$509K +$511K +12,361 New
CWR
45
Chico Wealth RIA
California
$474K – – –
PFO
46
Pathstone Family Office
New Jersey
$471K – – –
TIM
47
Tortoise Investment Management
New York
$409K +$267K +6,475 +187%
CPA
48
Cardiff Park Advisors
California
$365K – – –
LPL Financial
49
LPL Financial
California
$352K +$354K +8,564 New
MOS
50
MGO One Seven
Ohio
$305K -$799K -19,330 -72%
1
2
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DFIP Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2022, worth a combined $167M — up 66% from $101M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFIP positions and 10 closed out — a net gain of 12 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Rather & Kittrell, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $6.32M.

  • 71 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $167M of Dimensional Inflation-Protected Securities ETF stock for Q4 2022, up 66% quarter-over-quarter.
  • 22 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2022 and 10 closed out, a net change of +12 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2022 was Rather & Kittrell, an estimated $15.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2022.