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Dimensional Inflation-Protected Securities ETF
DFIP

110 hedge funds and large institutions have $527M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

146% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 24

29% more capital invested

Capital invested by funds: $408M → $527M (+$118M)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

10% more funds holding

Funds holding: 100 → 110 (+10)

3.94% more ownership

Funds ownership: 63.36% → 67.3% (+3.9%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.58%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
15
Increased
59
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$59.9M
2
PWS
Physician Wealth Solutions
Nevada
+$8.68M
3
HWM
Hemington Wealth Management
Virginia
+$4.08M
4
KWM
KFG Wealth Management
Indiana
+$4.01M
5
LEFP
Leading Edge Financial Planning
Tennessee
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.5M
2
SIG
Spinnaker Investment Group
California
-$1.88M
3
LFG
Larson Financial Group
Missouri
-$940K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$654K
5
AFG
Altiora Financial Group
Ohio
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
26
Sterling Financial Planning
New Jersey
$4.28M +$609K +14,625 +17%
MWA
27
Monograph Wealth Advisors
California
$4.23M +$1.2M +28,835 +41%
KF
28
Krilogy Financial
Missouri
$3.9M +$165K +3,966 +4%
FFM
29
Forum Financial Management
Illinois
$3.48M -$4.54K -109 -0.1%
KA
30
Klingman & Associates
New York
$3.46M -$82.9K -1,989 -2%
AC
31
AWM Capital
Arizona
$3.23M +$467K +11,221 +17%
AFG
32
Altiora Financial Group
Ohio
$3.04M -$535K -12,840 -15%
SCM
33
Saxony Capital Management
Missouri
$2.84M -$33.2K -796 -1%
MHB
34
Midwest Heritage Bank
Iowa
$2.03M +$23.5K +564 +1%
RFP
35
Root Financial Partners
California
$2.03M -$456K -10,954 -19%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.92M -$9K -216 -0.5%
BWA
37
BCU Wealth Advisors
Illinois
$1.92M +$186K +4,468 +11%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.88M +$52.6K +1,262 +3%
SC
39
Shearwater Capital
Colorado
$1.61M +$71K +1,704 +5%
WCWM
40
Willow Creek Wealth Management
California
$1.56M +$3.42K +82 +0.2%
SAG
41
SageView Advisory Group
California
$1.55M +$1.52M +36,550 New
SIC
42
Samalin Investment Counsel
New York
$1.51M +$34.3K +824 +2%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$1.44M +$1.42M +34,153 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$1.44M +$68.5K +1,644 +5%
Goldman Sachs
45
Goldman Sachs
New York
$1.43M +$1.41M +33,912 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$654K -15,699 -33%
PWM
47
PBMares Wealth Management
Virginia
$1.36M -$29.7K -712 -2%
EH
48
Equitable Holdings
New York
$1.34M +$268K +6,431 +26%
NL
49
NWAM LLC
Washington
$1.28M +$1.26M +30,192 New
AF
50
Allworth Financial
California
$1.18M -$110K -2,650 -9%
1
2
3 4 5

DFIP Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2024, worth a combined $527M — up 29% from $408M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 4 closed out — a net gain of 11 holders — while 59 added to existing stakes and 24 trimmed.

The largest buyer was Matson Money Inc, adding an estimated $59.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.

  • 110 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $527M of Dimensional Inflation-Protected Securities ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2024 was Matson Money Inc, an estimated $59.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2024.