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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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
Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.7%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
27
Increased
67
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FOA
1
Five Oceans Advisors
California
$13.5M
2
FTUS
2
Flow Traders U.S.
New York
$4.28M
3
FFO
3
Fortitude Family Office
Arizona
$4.25M
4
LEFP
4
Leading Edge Financial Planning
Tennessee
$14M
5
SIM
5
Stratos Investment Management
Ohio
$12.5M

Top Sellers

1
B
1
BetterWealth
California
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$2.21M
3
SCM
3
Saxony Capital Management
Missouri
$639K
4
KA
4
Klingman & Associates
New York
$1.33M
5
LFG
5
Larson Financial Group
Missouri
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Vestment Financial
Minnesota
$4.77M +$4.77M +118,037 New
IA
27
IFP Advisors
Florida
$4.52M -$143K -3,542 -3%
MWA
28
Monograph Wealth Advisors
California
$4.46M +$408K +10,066 +10%
FTUS
29
Flow Traders U.S.
New York
$4.28M +$4.28M +105,665 New
FFO
30
Fortitude Family Office
Arizona
$4.25M +$4.25M +104,851 New
KF
31
Krilogy Financial
Missouri
$3.96M +$234K +5,775 +6%
SFP
32
Sterling Financial Planning
New Jersey
$3.91M -$193K -4,776 -5%
GSF
33
Grove Street Fiduciary
New Hampshire
$3.82M +$3.82M +94,280 New
Citadel Advisors
34
Citadel Advisors
Florida
$3.68M +$3.68M +90,886 New
BWA
35
BCU Wealth Advisors
Illinois
$3.62M +$1.78M +44,003 +97%
FFM
36
Forum Financial Management
Illinois
$3.34M +$13.1K +323 +0.4%
AFG
37
Altiora Financial Group
Ohio
$3.3M +$389K +9,599 +13%
Goldman Sachs
38
Goldman Sachs
New York
$2.99M +$1.62M +39,950 +118%
AC
39
AWM Capital
Arizona
$2.95M -$136K -3,360 -4%
TIAM2
40
Tru Independence Asset Management 2
Oregon
$2.21M -$2.18M -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 +$340K +8,390 +19%
LPL Financial
43
LPL Financial
California
$2.05M +$1.04M +25,619 +102%
CW
44
Curio Wealth
Maryland
$1.9M +$1.9M +46,857 New
CIAS
45
CFS Investment Advisory Services
New Jersey
$1.87M +$27.4K +677 +1%
EWA
46
Exencial Wealth Advisors
Oklahoma
$1.76M +$871K +21,517 +98%
HNWA
47
Henrickson Nauta Wealth Advisors
Michigan
$1.72M +$342K +8,449 +25%
SC
48
Shearwater Capital
Colorado
$1.57M +$22.7K +560 +1%
E
49
EntreWealth
Texas
$1.53M +$1.53M +36,116 New
SAG
50
SageView Advisory Group
California
$1.52M +$37.8K +934 +3%
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