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Dimensional Inflation-Protected Securities ETF

139 hedge funds and large institutions have $654M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
David Wealth Management
Virginia
$6.02M
PGF
27
Plan Group Financial
Oklahoma
$5.76M
MWA
28
Monograph Wealth Advisors
California
$5.47M
SFP
29
Sterling Financial Planning
New Jersey
$5.26M
VF
30
Vestment Financial
Minnesota
$5.21M
Goldman Sachs
31
Goldman Sachs
New York
$5M
KF
32
Krilogy Financial
Missouri
$4.33M
IA
33
IFP Advisors
Florida
$4.24M
GSF
34
Grove Street Fiduciary
New Hampshire
$3.97M
FFM
35
Forum Financial Management
Illinois
$3.61M
BWA
36
BCU Wealth Advisors
Illinois
$3.5M
AFG
37
Altiora Financial Group
Ohio
$3.44M
AC
38
AWM Capital
Arizona
$3.27M
FTUS
39
Flow Traders U.S.
New York
$2.8M
HNWA
40
Henrickson Nauta Wealth Advisors
Michigan
$2.29M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.26M
SCM
42
Saxony Capital Management
Missouri
$2.24M
BI
43
Binnacle Investments
Iowa
$2.21M
CIAS
44
CFS Investment Advisory Services
New Jersey
$2.06M
E
45
EntreWealth
Texas
$2.02M
EWA
46
Exencial Wealth Advisors
Oklahoma
$1.97M
PWIA
47
Porter White Investment Advisors
Alabama
$1.9M
CW
48
Curio Wealth
Maryland
$1.9M
NL
49
NWAM LLC
Washington
$1.67M
TIAM2
50
Tru Independence Asset Management 2
Oregon
$1.66M