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Dimensional Inflation-Protected Securities ETF

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
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
26
Sterling Financial Planning
New Jersey
$4.28M +$618K +14,625 +17%
MWA
27
Monograph Wealth Advisors
California
$4.23M +$1.22M +28,835 +41%
KF
28
Krilogy Financial
Missouri
$3.9M +$168K +3,966 +4%
FFM
29
Forum Financial Management
Illinois
$3.48M -$4.61K -109 -0.1%
KA
30
Klingman & Associates
New York
$3.46M -$84.1K -1,989 -2%
AC
31
AWM Capital
Arizona
$3.23M +$474K +11,221 +17%
AFG
32
Altiora Financial Group
Ohio
$3.04M -$543K -12,840 -15%
SCM
33
Saxony Capital Management
Missouri
$2.84M -$33.7K -796 -1%
MHB
34
Midwest Heritage Bank
Iowa
$2.03M +$23.8K +564 +1%
RFP
35
Root Financial Partners
California
$2.03M -$463K -10,954 -19%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.92M -$9.13K -216 -0.5%
BWA
37
BCU Wealth Advisors
Illinois
$1.92M +$189K +4,468 +11%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.88M +$53.4K +1,262 +3%
SC
39
Shearwater Capital
Colorado
$1.61M +$72K +1,704 +5%
WCWM
40
Willow Creek Wealth Management
California
$1.56M +$3.47K +82 +0.2%
SAG
41
SageView Advisory Group
California
$1.55M +$1.55M +36,550 New
SIC
42
Samalin Investment Counsel
New York
$1.51M +$34.8K +824 +2%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$1.44M +$1.44M +34,153 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$1.44M +$69.5K +1,644 +5%
Goldman Sachs
45
Goldman Sachs
New York
$1.43M +$1.43M +33,912 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$664K -15,699 -33%
PWM
47
PBMares Wealth Management
Virginia
$1.36M -$30.1K -712 -2%
EH
48
Equitable Holdings
New York
$1.34M +$272K +6,431 +26%
NL
49
NWAM LLC
Washington
$1.28M +$1.28M +30,192 New
AF
50
Allworth Financial
California
$1.18M -$112K -2,650 -9%