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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
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

1
HWM
Heirloom Wealth Management
Colorado
$34.8M
2
SIM
Stratos Investment Management
Ohio
$3.57M
3
RK
Rather & Kittrell
Tennessee
$11M
4
Citadel Advisors
Citadel Advisors
Florida
$2.04M
5
LFA
Level Financial Advisors
New York
$3.26M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
RFP
Root Financial Partners
California
$3.43M
3
AFS
Annapolis Financial Services
Maryland
$473K
4
CAM
CPA Asset Management
Florida
$16.4M
5
AC
Apella Capital
Connecticut
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$3.23M -$481K -11,664 -13%
HWM
27
Hemington Wealth Management
Virginia
$3.2M +$55.1K +1,336 +2%
KF
28
Krilogy Financial
Missouri
$2.89M +$163K +3,959 +6%
AC
29
AWM Capital
Arizona
$2.58M +$281K +6,811 +12%
SCM
30
Saxony Capital Management
Missouri
$2.36M +$277K +6,710 +13%
SIG
31
Spinnaker Investment Group
California
$2.23M +$421K +10,211 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$2.04M +$2.04M +49,512 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.03M +$46.3K +1,123 +2%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.84M -$79.2K -1,921 -4%
MHB
35
Midwest Heritage Bank
Iowa
$1.83M +$413K +10,008 +29%
NA
36
NewEdge Advisors
Louisiana
$1.53M +$13.4K +324 +0.9%
WCWM
37
Willow Creek Wealth Management
California
$1.51M +$157K +3,805 +12%
SC
38
Shearwater Capital
Colorado
$1.46M +$102K +2,480 +8%
BWA
39
BCU Wealth Advisors
Illinois
$1.45M +$152K +3,678 +12%
SAG
40
SageView Advisory Group
California
$1.45M +$1.45M +35,127 New
SIC
41
Samalin Investment Counsel
New York
$1.44M -$357K -8,649 -20%
PWM
42
PBMares Wealth Management
Virginia
$1.35M -$64.6K -1,567 -5%
HNWA
43
Henrickson Nauta Wealth Advisors
Michigan
$1.27M +$149K +3,673 +13%
NWM
44
Northwest Wealth Management
Iowa
$1.19M -$195K -4,720 -14%
TWP
45
Total Wealth Planning
Ohio
$1.11M -$30.6K -743 -3%
NL
46
NWAM LLC
Washington
$1.01M +$16.5K +400 +2%
TAM
47
TCP Asset Management
Ohio
$930K +$67.7K +1,642 +8%
EWA
48
Exencial Wealth Advisors
Oklahoma
$923K -$131K -3,166 -12%
AWM
49
Axxcess Wealth Management
California
$764K +$56.6K +1,373 +8%
FG
50
Foster Group
Iowa
$748K +$748K +18,130 New
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