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Dimensional Inflation-Protected Securities ETF

100 hedge funds and large institutions have $408M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
16
Increased
51
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
26
Klingman & Associates
New York
$3.42M -$168K -4,119 -5%
FFM
27
Forum Financial Management
Illinois
$3.36M -$189K -4,635 -5%
MWA
28
Monograph Wealth Advisors
California
$2.91M +$2.25M +55,061 +342%
SCM
29
Saxony Capital Management
Missouri
$2.77M +$432K +10,574 +18%
AC
30
AWM Capital
Arizona
$2.66M +$100K +2,456 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$2.5M +$474K +11,598 +23%
SIG
32
Spinnaker Investment Group
California
$2.5M +$283K +6,940 +13%
RFP
33
Root Financial Partners
California
$2.4M -$994K -24,337 -29%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.95M -$2.62M -64,087 -57%
MHB
35
Midwest Heritage Bank
Iowa
$1.94M +$127K +3,117 +7%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.86M +$38.2K +935 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.77M -$238K -5,820 -12%
BWA
38
BCU Wealth Advisors
Illinois
$1.67M +$237K +5,795 +16%
NA
39
NewEdge Advisors
Louisiana
$1.58M +$66.7K +1,634 +4%
WCWM
40
Willow Creek Wealth Management
California
$1.5M +$11.1K +272 +0.7%
SC
41
Shearwater Capital
Colorado
$1.49M +$47.8K +1,170 +3%
SAG
42
SageView Advisory Group
California
$1.44M -$1.45M -35,127 Closed
SIC
43
Samalin Investment Counsel
New York
$1.43M +$1.06K +26 +0.1%
PWM
44
PBMares Wealth Management
Virginia
$1.34M -$2.7K -66 -0.2%
HNWA
45
Henrickson Nauta Wealth Advisors
Michigan
$1.32M +$44.1K +1,080 +3%
AF
46
Allworth Financial
California
$1.26M +$1.26M +30,630 New
TWP
47
Total Wealth Planning
Ohio
$1.18M +$70.3K +1,704 +6%
NWM
48
Northwest Wealth Management
Iowa
$1.12M -$58.4K -1,430 -5%
EH
49
Equitable Holdings
New York
$1.03M +$526K +12,887 +105%
TAM
50
TCP Asset Management
Ohio
$965K +$44.4K +1,088 +5%