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Dimensional Inflation-Protected Securities ETF

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
Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.23%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$1.77M -$395K -9,931 -18%
AC
27
AWM Capital
Arizona
$1.7M +$384K +9,648 +29%
NWM
28
Northwest Wealth Management
Iowa
$1.44M -$167K -4,209 -10%
PWM
29
PBMares Wealth Management
Virginia
$1.4M +$89.2K +2,242 +7%
MHB
30
Midwest Heritage Bank
Iowa
$1.4M +$57.7K +1,451 +4%
TWP
31
Total Wealth Planning
Ohio
$1.39M -$4.26K -107 -0.3%
BA
32
Bridge Advisory
California
$1.36M -$9.51K -239 -0.7%
SAG
33
SageView Advisory Group
California
$1.36M +$32.4K +815 +2%
FWP
34
Firethorn Wealth Partners
Georgia
$1.31M -$28.3K -712 -2%
Jane Street
35
Jane Street
New York
$1.28M +$384K +9,656 +43%
SIG
36
Spinnaker Investment Group
California
$1.26M +$93.2K +2,344 +8%
AC
37
Apella Capital
Connecticut
$1.18M +$422K +10,617 +56%
SC
38
Shearwater Capital
Colorado
$1.03M -$4.34K -109 -0.4%
HNWA
39
Henrickson Nauta Wealth Advisors
Michigan
$965K +$176K +4,431 +22%
NL
40
NWAM LLC
Washington
$942K +$200K +5,039 +27%
RA
41
RFG Advisory
Alabama
$921K +$113K +2,844 +14%
Citadel Advisors
42
Citadel Advisors
Florida
$814K +$15.4K +386 +2%
TAM
43
TCP Asset Management
Ohio
$796K +$89.8K +2,258 +13%
LFA
44
Level Financial Advisors
New York
$705K +$337K +8,465 +91%
DWM
45
Drive Wealth Management
Utah
$703K -$289K -7,272 -29%
SHFA
46
SC&H Financial Advisors
Maryland
$686K -$515K -12,953 -43%
AC
47
Applied Capital
Arkansas
$619K +$14.4K +361 +2%
LPL Financial
48
LPL Financial
California
$549K -$21.7K -546 -4%
EWA
49
Exencial Wealth Advisors
Oklahoma
$486K +$249K +6,253 +105%
GTAM
50
Global Trust Asset Management
Florida
$364K -$269K -6,760 -42%