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Dimensional Inflation-Protected Securities ETF

73 hedge funds and large institutions have $166M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 7173 (+2)

1% less capital invested

Capital invested by funds: $167M → $166M (-$1.93M)

4.9% less ownership

Funds ownership: 50.02%45.12% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
12
Increased
32
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.4M +$373K +8,903 +37%
SHFA
27
SC&H Financial Advisors
Maryland
$1.39M +$170K +4,058 +14%
AC
28
AWM Capital
Arizona
$1.35M -$486K -11,619 -27%
FWP
29
Firethorn Wealth Partners
Georgia
$1.33M +$98.1K +2,343 +8%
MHB
30
Midwest Heritage Bank
Iowa
$1.32M +$404K +9,643 +46%
AFS
31
Annapolis Financial Services
Maryland
$1.32M +$335K +8,003 +35%
SC
32
Shearwater Capital
Colorado
$1.09M +$6.4K +153 +0.6%
SIG
33
Spinnaker Investment Group
California
$1.05M +$144K +3,449 +16%
PWM
34
PBMares Wealth Management
Virginia
$1.04M
Jane Street
35
Jane Street
New York
$948K -$6.66M -159,006 -88%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$936K -$6.52M -155,775 -88%
WFA
37
WMG Financial Advisors
Tennessee
$816K -$1.93M -46,205 -83%
TAM
38
TCP Asset Management
Ohio
$719K -$2.6M -62,097 -79%
GTAM
39
Global Trust Asset Management
Florida
$686K -$68K -1,625 -9%
AC
40
Applied Capital
Arkansas
$651K
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$570K +$39.6K +947 +8%
MWM
42
Mattern Wealth Management
Kansas
$496K -$1.83M -43,816 -79%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$491K +$480K +11,473 New
TIM
44
Tortoise Investment Management
New York
$463K +$36.4K +870 +9%
EWA
45
EP Wealth Advisors
California
$443K +$770K +18,400 New
CPA
46
Cardiff Park Advisors
California
$380K
OCM
47
Orion Capital Management
California
$345K +$32.4K +775 +11%
LPL Financial
48
LPL Financial
California
$340K -$26.6K -635 -7%
CWR
49
Chico Wealth RIA
California
$338K -$152K -3,635 -32%
RA
50
RFG Advisory
Alabama
$306K +$299K +7,153 New

DFIP Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2023, worth a combined $166M — down 1.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFIP positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $4.57M. The largest seller was Jane Street, cutting an estimated $6.66M.

  • 73 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $166M of Dimensional Inflation-Protected Securities ETF stock for Q1 2023, down 1.2% quarter-over-quarter.
  • 12 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2023 was Hill Investment Group Partners, an estimated $4.57M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2023 was Jane Street, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2023.