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Dimensional Inflation-Protected Securities ETF
DFIP

128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

148% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 27

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

16% more funds holding

Funds holding: 110 → 128 (+18)

11% more capital invested

Capital invested by funds: $527M → $585M (+$58.2M)

5.61% more ownership

Funds ownership: 67.3% → 72.9% (+5.6%)

Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.69%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
27
Increased
67
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FOA
Five Oceans Advisors
California
+$5.39M
2
FTUS
Flow Traders U.S.
New York
+$4.36M
3
FFO
Fortitude Family Office
Arizona
+$4.33M
4
LEFP
Leading Edge Financial Planning
Tennessee
+$4.06M
5
SIM
Stratos Investment Management
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
B
BetterWealth
California
-$6.6M
2
TIAM2
Tru Independence Asset Management 2
Oregon
-$2.23M
3
SCM
Saxony Capital Management
Missouri
-$2.12M
4
KA
Klingman & Associates
New York
-$2.02M
5
LFG
Larson Financial Group
Missouri
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Vestment Financial
Minnesota
$4.77M +$4.87M +118,037 New
IA
27
IFP Advisors
Florida
$4.52M -$146K -3,542 -3%
MWA
28
Monograph Wealth Advisors
California
$4.46M +$415K +10,066 +10%
FTUS
29
Flow Traders U.S.
New York
$4.28M +$4.36M +105,665 New
FFO
30
Fortitude Family Office
Arizona
$4.25M +$4.33M +104,851 New
KF
31
Krilogy Financial
Missouri
$3.96M +$238K +5,775 +6%
SFP
32
Sterling Financial Planning
New Jersey
$3.91M -$197K -4,776 -5%
GSF
33
Grove Street Fiduciary
New Hampshire
$3.82M +$3.89M +94,280 New
Citadel Advisors
34
Citadel Advisors
Florida
$3.68M +$3.75M +90,886 New
BWA
35
BCU Wealth Advisors
Illinois
$3.62M +$1.82M +44,003 +97%
FFM
36
Forum Financial Management
Illinois
$3.34M +$13.3K +323 +0.4%
AFG
37
Altiora Financial Group
Ohio
$3.3M +$396K +9,599 +13%
Goldman Sachs
38
Goldman Sachs
New York
$2.99M +$1.65M +39,950 +118%
AC
39
AWM Capital
Arizona
$2.95M -$139K -3,360 -4%
TIAM2
40
Tru Independence Asset Management 2
Oregon
$2.21M -$2.23M -53,947 -50%
EP
41
Essential Planning
New Hampshire
$2.16M +$2.16M +52,393 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.14M +$346K +8,390 +19%
LPL Financial
43
LPL Financial
California
$2.05M +$1.06M +25,619 +102%
CW
44
Curio Wealth
Maryland
$1.9M +$1.93M +46,857 New
CIAS
45
CFS Investment Advisory Services
New Jersey
$1.87M +$27.9K +677 +1%
EWA
46
Exencial Wealth Advisors
Oklahoma
$1.76M +$888K +21,517 +98%
HNWA
47
Henrickson Nauta Wealth Advisors
Michigan
$1.72M +$349K +8,449 +25%
SC
48
Shearwater Capital
Colorado
$1.57M +$23.1K +560 +1%
E
49
EntreWealth
Texas
$1.53M +$1.49M +36,116 New
SAG
50
SageView Advisory Group
California
$1.52M +$38.5K +934 +3%
1
2
3 4 5

DFIP Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2024, worth a combined $585M — up 11% from $527M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIP positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 27 trimmed.

The largest buyer was Five Oceans Advisors, adding an estimated $5.39M. The largest seller was BetterWealth, exiting entirely with an estimated $6.6M sold.

  • 128 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $585M of Dimensional Inflation-Protected Securities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2024 was Five Oceans Advisors, an estimated $5.39M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2024 was BetterWealth, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2024.