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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.17%
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
–

Top Buyers

1
HIGP
1
Hill Investment Group Partners
Missouri
$25.1M
2
LFG
2
Larson Financial Group
Missouri
$12.2M
3
LEFP
3
Leading Edge Financial Planning
Tennessee
$9.4M
4
RK
4
Rather & Kittrell
Tennessee
$18.1M
5
IA
5
IFP Advisors
Florida
$1.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$948K
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$936K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
WFA
4
WMG Financial Advisors
Tennessee
$816K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.4M 32,725 +8,903 +37%
SHFA
27
SC&H Financial Advisors
Maryland
$1.39M 32,441 +4,058 +14%
AC
28
AWM Capital
Arizona
$1.35M 31,517 -11,619 -27%
FWP
29
Firethorn Wealth Partners
Georgia
$1.33M 31,364 +2,343 +8%
MHB
30
Midwest Heritage Bank
Iowa
$1.32M 30,820 +9,643 +46%
AFS
31
Annapolis Financial Services
Maryland
$1.32M 30,790 +8,003 +35%
SC
32
Shearwater Capital
Colorado
$1.09M 25,510 +153 +0.6%
SIG
33
Spinnaker Investment Group
California
$1.05M 24,500 +3,449 +16%
PWM
34
PBMares Wealth Management
Virginia
$1.04M 24,278 – –
Jane Street
35
Jane Street
New York
$948K 22,140 -159,006 -88%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$936K 21,856 -155,775 -88%
WFA
37
WMG Financial Advisors
Tennessee
$816K 9,211 -46,205 -83%
TAM
38
TCP Asset Management
Ohio
$719K 16,789 -62,097 -79%
GTAM
39
Global Trust Asset Management
Florida
$686K 16,024 -1,625 -9%
AC
40
Applied Capital
Arkansas
$651K 15,203 – –
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$570K 13,308 +947 +8%
MWM
42
Mattern Wealth Management
Kansas
$496K 11,570 -43,816 -79%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$491K 11,473 +11,473 New
TIM
44
Tortoise Investment Management
New York
$463K 10,800 +870 +9%
EWA
45
EP Wealth Advisors
California
$443K 18,400 +18,400 New
CPA
46
Cardiff Park Advisors
California
$380K 8,878 – –
OCM
47
Orion Capital Management
California
$345K 8,049 +775 +11%
LPL Financial
48
LPL Financial
California
$340K 7,929 -635 -7%
CWR
49
Chico Wealth RIA
California
$338K 7,886 -3,635 -32%
RA
50
RFG Advisory
Alabama
$306K 7,153 +7,153 New
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