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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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
Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
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

1
HWM
1
Heirloom Wealth Management
Colorado
$28.9M
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$5.58M
3
AC
3
Apella Capital
Connecticut
$6.42M
4
HIGP
4
Hill Investment Group Partners
Missouri
$34.1M
5
FTUS
5
Flow Traders U.S.
New York
$3.71M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$194K
2
RK
2
Rather & Kittrell
Tennessee
$8.83M
3
LEFP
3
Leading Edge Financial Planning
Tennessee
$6.43M
4
KA
4
Klingman & Associates
New York
$4.16M
5
PGF
5
Plan Group Financial
Oklahoma
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
26
Hemington Wealth Management
Virginia
$3.14M +$3.14M +76,103 New
AFS
27
Annapolis Financial Services
Maryland
$2.81M +$217K +5,261 +8%
KF
28
Krilogy Financial
Missouri
$2.73M +$280K +6,778 +11%
AC
29
AWM Capital
Arizona
$2.3M +$535K +12,951 +30%
SCM
30
Saxony Capital Management
Missouri
$2.09M +$2.09M +50,596 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.98M +$62.2K +1,507 +3%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.93M +$82.4K +1,996 +4%
SIG
33
Spinnaker Investment Group
California
$1.81M +$510K +12,346 +39%
SIC
34
Samalin Investment Counsel
New York
$1.8M -$39.7K -961 -2%
NA
35
NewEdge Advisors
Louisiana
$1.51M +$1.51M +36,851 New
PWM
36
PBMares Wealth Management
Virginia
$1.42M -$36.2K -878 -2%
LFA
37
Level Financial Advisors
New York
$1.42M +$686K +16,612 +94%
SAG
38
SageView Advisory Group
California
$1.42M -$1.36M -34,189 Closed
MHB
39
Midwest Heritage Bank
Iowa
$1.42M -$37.5K -909 -3%
NWM
40
Northwest Wealth Management
Iowa
$1.39M -$106K -2,574 -7%
SC
41
Shearwater Capital
Colorado
$1.35M +$282K +6,838 +26%
WCWM
42
Willow Creek Wealth Management
California
$1.35M -$1.29M -31,310 -49%
BWA
43
BCU Wealth Advisors
Illinois
$1.3M +$1.3M +31,457 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$1.14M +$141K +3,426 +14%
TWP
45
Total Wealth Planning
Ohio
$1.14M -$303K -7,342 -21%
FWP
46
Firethorn Wealth Partners
Georgia
$1.11M -$250K -6,061 -18%
EWA
47
Exencial Wealth Advisors
Oklahoma
$1.05M +$550K +13,317 +109%
NL
48
NWAM LLC
Washington
$995K +$16.9K +409 +2%
TAM
49
TCP Asset Management
Ohio
$863K +$36.3K +879 +4%
AWM
50
Axxcess Wealth Management
California
$708K +$708K +17,158 New
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