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Dimensional Inflation-Protected Securities ETF
DFIP

77 hedge funds and large institutions have $207M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $177M → $207M (+$30.2M)

5.68% more ownership

Funds ownership: 46.6% → 52.28% (+5.7%)

3% more funds holding

Funds holding: 75 → 77 (+2)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
38
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
+$11.3M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$7.7M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.5M
4
HIGP
Hill Investment Group Partners
Missouri
+$3.13M
5
PGF
Plan Group Financial
Oklahoma
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
SFPM
Sensible Financial Planning & Management
Massachusetts
-$2.1M
2
LEFP
Leading Edge Financial Planning
Tennessee
-$876K
3
KA
Klingman & Associates
New York
-$591K
4
WFA
WMG Financial Advisors
Tennessee
-$541K
5
EWA
EP Wealth Advisors
California
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$1.77M -$405K -9,931 -18%
AC
27
AWM Capital
Arizona
$1.7M +$393K +9,648 +29%
NWM
28
Northwest Wealth Management
Iowa
$1.44M -$172K -4,209 -10%
PWM
29
PBMares Wealth Management
Virginia
$1.4M +$91.4K +2,242 +7%
MHB
30
Midwest Heritage Bank
Iowa
$1.4M +$59.2K +1,451 +4%
TWP
31
Total Wealth Planning
Ohio
$1.39M -$4.36K -107 -0.3%
BA
32
Bridge Advisory
California
$1.36M -$9.74K -239 -0.7%
SAG
33
SageView Advisory Group
California
$1.36M +$33.2K +815 +2%
FWP
34
Firethorn Wealth Partners
Georgia
$1.31M -$29K -712 -2%
Jane Street
35
Jane Street
New York
$1.28M +$394K +9,656 +43%
SIG
36
Spinnaker Investment Group
California
$1.26M +$95.6K +2,344 +8%
AC
37
Apella Capital
Connecticut
$1.18M +$433K +10,617 +56%
SC
38
Shearwater Capital
Colorado
$1.03M -$4.44K -109 -0.4%
HNWA
39
Henrickson Nauta Wealth Advisors
Michigan
$965K +$181K +4,431 +22%
NL
40
NWAM LLC
Washington
$942K +$205K +5,039 +27%
RA
41
RFG Advisory
Alabama
$921K +$116K +2,844 +14%
Citadel Advisors
42
Citadel Advisors
Florida
$814K +$15.7K +386 +2%
TAM
43
TCP Asset Management
Ohio
$796K +$92.1K +2,258 +13%
LFA
44
Level Financial Advisors
New York
$705K +$345K +8,465 +91%
DWM
45
Drive Wealth Management
Utah
$703K -$296K -7,272 -29%
SHFA
46
SC&H Financial Advisors
Maryland
$686K -$528K -12,953 -43%
AC
47
Applied Capital
Arkansas
$619K +$14.7K +361 +2%
LPL Financial
48
LPL Financial
California
$549K -$22.3K -546 -4%
EWA
49
Exencial Wealth Advisors
Oklahoma
$486K +$255K +6,253 +105%
GTAM
50
Global Trust Asset Management
Florida
$364K -$276K -6,760 -42%
1
2
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DFIP Hedge Fund Activity: Q3 2023 in Review

77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2023, worth a combined $207M — up 17% from $177M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFIP positions and 5 closed out — a net gain of 2 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $11.3M. The largest seller was Sensible Financial Planning & Management, cutting an estimated $2.1M.

  • 77 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $207M of Dimensional Inflation-Protected Securities ETF stock for Q3 2023, up 17% quarter-over-quarter.
  • 7 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $11.3M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2023 was Sensible Financial Planning & Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2023.