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Dimensional Inflation-Protected Securities ETF

75 hedge funds and large institutions have $177M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
35
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHB
26
Midwest Heritage Bank
Iowa
$1.39M +$121K +2,932 +10%
FWP
27
Firethorn Wealth Partners
Georgia
$1.39M +$90K +2,179 +7%
SAG
28
SageView Advisory Group
California
$1.38M +$11.9K +288 +0.9%
AC
29
AWM Capital
Arizona
$1.37M +$69.8K +1,690 +5%
PWM
30
PBMares Wealth Management
Virginia
$1.36M +$362K +8,756 +36%
SHFA
31
SC&H Financial Advisors
Maryland
$1.25M -$92.9K -2,250 -7%
SIG
32
Spinnaker Investment Group
California
$1.21M +$198K +4,761 +19%
SC
33
Shearwater Capital
Colorado
$1.08M +$24.2K +585 +2%
DWM
34
Drive Wealth Management
Utah
$1.03M -$694K -16,811 -40%
Jane Street
35
Jane Street
New York
$935K +$20.6K +498 +2%
RA
36
RFG Advisory
Alabama
$839K +$544K +13,167 +184%
Citadel Advisors
37
Citadel Advisors
Florida
$829K -$1.17M -28,356 -59%
HNWA
38
Henrickson Nauta Wealth Advisors
Michigan
$819K +$269K +6,519 +49%
AC
39
Apella Capital
Connecticut
$788K +$788K +19,077 New
NL
40
NWAM LLC
Washington
$771K +$771K +18,655 New
TAM
41
TCP Asset Management
Ohio
$734K +$40.4K +977 +6%
GTAM
42
Global Trust Asset Management
Florida
$658K -$4.38K -106 -0.7%
AC
43
Applied Capital
Arkansas
$628K
LPL Financial
44
LPL Financial
California
$593K +$265K +6,425 +81%
WFA
45
WMG Financial Advisors
Tennessee
$541K +$161K +3,886 +42%
MSWMA
46
Market Street Wealth Management Advisors
Indiana
$476K -$427K -10,338 -47%
TIM
47
Tortoise Investment Management
New York
$441K -$4.75K -115 -1%
OPS
48
Orion Portfolio Solutions
Nebraska
$409K +$409K +9,901 New
BCI
49
Brinker Capital Investments
Pennsylvania
$409K +$409K +9,901 New
LFA
50
Level Financial Advisors
New York
$383K +$370K +8,945 +2,727%