We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF
DFIP

88 hedge funds and large institutions have $257M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

24% more capital invested

Capital invested by funds: $207M → $257M (+$50.5M)

14% more funds holding

Funds holding: 77 → 88 (+11)

2.45% more ownership

Funds ownership: 52.28% → 54.73% (+2.5%)

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.28%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
21
Increased
35
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
Heirloom Wealth Management
Colorado
+$28.1M
2
GWA
Geometric Wealth Advisors
District of Columbia
+$5.42M
3
AC
Apella Capital
Connecticut
+$5.08M
4
HIGP
Hill Investment Group Partners
Missouri
+$4.52M
5
FTUS
Flow Traders U.S.
New York
+$3.61M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$11.1M
2
RK
Rather & Kittrell
Tennessee
-$10.2M
3
LEFP
Leading Edge Financial Planning
Tennessee
-$3.69M
4
KA
Klingman & Associates
New York
-$2.67M
5
PGF
Plan Group Financial
Oklahoma
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
26
Hemington Wealth Management
Virginia
$3.14M +$3.05M +76,103 New
AFS
27
Annapolis Financial Services
Maryland
$2.81M +$211K +5,261 +8%
KF
28
Krilogy Financial
Missouri
$2.73M +$272K +6,778 +11%
AC
29
AWM Capital
Arizona
$2.3M +$520K +12,951 +30%
SCM
30
Saxony Capital Management
Missouri
$2.09M +$2.03M +50,596 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.98M +$60.5K +1,507 +3%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.93M +$80.1K +1,996 +4%
SIG
33
Spinnaker Investment Group
California
$1.81M +$496K +12,346 +39%
SIC
34
Samalin Investment Counsel
New York
$1.8M -$38.6K -961 -2%
NA
35
NewEdge Advisors
Louisiana
$1.51M +$1.48M +36,851 New
PWM
36
PBMares Wealth Management
Virginia
$1.42M -$35.2K -878 -2%
LFA
37
Level Financial Advisors
New York
$1.42M +$667K +16,612 +94%
SAG
38
SageView Advisory Group
California
$1.42M -$1.37M -34,189 Closed
MHB
39
Midwest Heritage Bank
Iowa
$1.42M -$36.5K -909 -3%
NWM
40
Northwest Wealth Management
Iowa
$1.39M -$103K -2,574 -7%
SC
41
Shearwater Capital
Colorado
$1.35M +$274K +6,838 +26%
WCWM
42
Willow Creek Wealth Management
California
$1.35M -$1.26M -31,310 -49%
BWA
43
BCU Wealth Advisors
Illinois
$1.3M +$1.26M +31,457 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$1.14M +$138K +3,426 +14%
TWP
45
Total Wealth Planning
Ohio
$1.14M -$295K -7,342 -21%
FWP
46
Firethorn Wealth Partners
Georgia
$1.11M -$243K -6,061 -18%
EWA
47
Exencial Wealth Advisors
Oklahoma
$1.05M +$535K +13,317 +109%
NL
48
NWAM LLC
Washington
$995K +$16.4K +409 +2%
TAM
49
TCP Asset Management
Ohio
$863K +$35.3K +879 +4%
AWM
50
Axxcess Wealth Management
California
$708K +$689K +17,158 New
1
2
3 4

DFIP Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2023, worth a combined $257M — up 24% from $207M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFIP positions and 9 closed out — a net gain of 12 holders — while 35 added to existing stakes and 28 trimmed.

The largest buyer was Heirloom Wealth Management, opening a new position worth an estimated $28.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $11.1M.

  • 88 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $257M of Dimensional Inflation-Protected Securities ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 21 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2023 and 9 closed out, a net change of +12 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2023 was Heirloom Wealth Management, an estimated $28.1M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.