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Dimensional Inflation-Protected Securities ETF
DFIP

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

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

49% more capital invested

Capital invested by funds: $274M → $408M (+$134M)

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

9.43% more ownership

Funds ownership: 53.93% → 63.36% (+9.4%)

6% more funds holding

Funds holding: 94 → 100 (+6)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
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
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$83.7M
2
PCI
Planning Center Inc
Illinois
+$30.1M
3
GWA
Geometric Wealth Advisors
District of Columbia
+$9.75M
4
HWM
Heirloom Wealth Management
Colorado
+$4.35M
5
SIM
Stratos Investment Management
Ohio
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.23M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.62M
3
SAG
SageView Advisory Group
California
-$1.43M
4
LFG
Larson Financial Group
Missouri
-$1.27M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$431K +10,574 +18%
AC
30
AWM Capital
Arizona
$2.66M +$100K +2,456 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$2.5M +$473K +11,598 +23%
SIG
32
Spinnaker Investment Group
California
$2.5M +$283K +6,940 +13%
RFP
33
Root Financial Partners
California
$2.4M -$993K -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 -$237K -5,820 -12%
BWA
38
BCU Wealth Advisors
Illinois
$1.67M +$236K +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 +$47.7K +1,170 +3%
SAG
42
SageView Advisory Group
California
$1.44M -$1.43M -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 -$2.69K -66 -0.2%
HNWA
45
Henrickson Nauta Wealth Advisors
Michigan
$1.32M +$44.1K +1,080 +3%
AF
46
Allworth Financial
California
$1.26M +$1.25M +30,630 New
TWP
47
Total Wealth Planning
Ohio
$1.18M +$69.5K +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%
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DFIP Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2024, worth a combined $408M — up 49% from $274M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFIP positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $83.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.23M sold.

  • 100 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $408M of Dimensional Inflation-Protected Securities ETF stock for Q2 2024, up 49% quarter-over-quarter.
  • 16 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2024 was Matson Money Inc, an estimated $83.7M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2024 was Flow Traders U.S., an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.