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Dimensional Inflation-Protected Securities ETF
DFIP

94 hedge funds and large institutions have $274M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

7% more funds holding

Funds holding: 88 → 94 (+6)

7% more capital invested

Capital invested by funds: $257M → $274M (+$16.9M)

0.8% less ownership

Funds ownership: 54.73% → 53.93% (-0.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
42
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
Heirloom Wealth Management
Colorado
+$5.89M
2
SIM
Stratos Investment Management
Ohio
+$3.55M
3
RK
Rather & Kittrell
Tennessee
+$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.03M
5
LFA
Level Financial Advisors
New York
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.26M
2
RFP
Root Financial Partners
California
-$2.52M
3
AFS
Annapolis Financial Services
Maryland
-$2.32M
4
CAM
CPA Asset Management
Florida
-$701K
5
AC
Apella Capital
Connecticut
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$3.23M -$479K -11,664 -13%
HWM
27
Hemington Wealth Management
Virginia
$3.19M +$54.8K +1,336 +2%
KF
28
Krilogy Financial
Missouri
$2.89M +$162K +3,959 +6%
AC
29
AWM Capital
Arizona
$2.58M +$279K +6,811 +12%
SCM
30
Saxony Capital Management
Missouri
$2.36M +$275K +6,710 +13%
SIG
31
Spinnaker Investment Group
California
$2.23M +$419K +10,211 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$2.04M +$2.03M +49,512 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.03M +$46.1K +1,123 +2%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.84M -$78.8K -1,921 -4%
MHB
35
Midwest Heritage Bank
Iowa
$1.83M +$411K +10,008 +29%
NA
36
NewEdge Advisors
Louisiana
$1.53M +$13.3K +324 +0.9%
WCWM
37
Willow Creek Wealth Management
California
$1.51M +$156K +3,805 +12%
SC
38
Shearwater Capital
Colorado
$1.46M +$102K +2,480 +8%
BWA
39
BCU Wealth Advisors
Illinois
$1.45M +$151K +3,678 +12%
SAG
40
SageView Advisory Group
California
$1.45M +$1.44M +35,127 New
SIC
41
Samalin Investment Counsel
New York
$1.44M -$355K -8,649 -20%
PWM
42
PBMares Wealth Management
Virginia
$1.35M -$64.3K -1,567 -5%
HNWA
43
Henrickson Nauta Wealth Advisors
Michigan
$1.27M +$151K +3,673 +13%
NWM
44
Northwest Wealth Management
Iowa
$1.19M -$194K -4,720 -14%
TWP
45
Total Wealth Planning
Ohio
$1.11M -$30.5K -743 -3%
NL
46
NWAM LLC
Washington
$1.01M +$16.4K +400 +2%
TAM
47
TCP Asset Management
Ohio
$930K +$67.4K +1,642 +8%
EWA
48
Exencial Wealth Advisors
Oklahoma
$923K -$130K -3,166 -12%
AWM
49
Axxcess Wealth Management
California
$764K +$56.3K +1,373 +8%
FG
50
Foster Group
Iowa
$748K +$744K +18,130 New
1
2
3 4 5

DFIP Hedge Fund Activity: Q1 2024 in Review

94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2024, worth a combined $274M — up 6.6% from $257M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Heirloom Wealth Management, adding an estimated $5.89M. The largest seller was Jane Street, exiting entirely with an estimated $3.26M sold.

  • 94 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2024, up from 88 in Q4 2023.
  • Funds reported $274M of Dimensional Inflation-Protected Securities ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2024 was Heirloom Wealth Management, an estimated $5.89M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2024 was Jane Street, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2024.