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Dimensional Inflation-Protected Securities ETF

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
Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.15%
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
Name Holding Trade Value Shares
Change
Shares
Change %
BA
26
Bridge Advisory
California
$1.5M +$75.2K +1,826 +5%
KF
27
Krilogy Financial
Missouri
$1.34M +$1.34M +32,618 New
SAG
28
SageView Advisory Group
California
$1.34M +$1.34M +32,443 New
FWP
29
Firethorn Wealth Partners
Georgia
$1.19M +$213K +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 +$944K +22,940 +421%
SC
32
Shearwater Capital
Colorado
$1.05M +$60.4K +1,460 +6%
PWM
33
PBMares Wealth Management
Virginia
$999K
Osaic Holdings
34
Osaic Holdings
Arizona
$981K +$877K +21,292 +842%
SFP
35
Sterling Financial Planning
New Jersey
$938K +$138K +3,341 +17%
AFS
36
Annapolis Financial Services
Maryland
$938K +$583K +14,162 +164%
MHB
37
Midwest Heritage Bank
Iowa
$872K +$92.4K +2,245 +12%
SIG
38
Spinnaker Investment Group
California
$866K +$308K +7,483 +55%
Citadel Advisors
39
Citadel Advisors
Florida
$749K +$749K +18,193 New
GTAM
40
Global Trust Asset Management
Florida
$726K -$571K -13,881 -44%
NL
41
NWAM LLC
Washington
$659K +$659K +15,999 New
AC
42
Applied Capital
Arkansas
$626K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$563K -$250K -6,091 -31%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$509K +$509K +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 +$352K +8,564 New
MOS
50
MGO One Seven
Ohio
$305K -$796K -19,330 -72%