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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
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.29%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
David Wealth Management
Virginia
$6.02M -$71.9K -1,707 -1%
PGF
27
Plan Group Financial
Oklahoma
$5.76M +$586K +13,913 +11%
MWA
28
Monograph Wealth Advisors
California
$5.47M +$834K +19,814 +18%
SFP
29
Sterling Financial Planning
New Jersey
$5.26M +$1.2M +28,484 +30%
VF
30
Vestment Financial
Minnesota
$5.21M +$229K +5,425 +5%
Goldman Sachs
31
Goldman Sachs
New York
$5M +$1.88M +44,757 +61%
KF
32
Krilogy Financial
Missouri
$4.33M +$204K +4,855 +5%
IA
33
IFP Advisors
Florida
$4.24M -$459K -10,905 -10%
GSF
34
Grove Street Fiduciary
New Hampshire
$3.97M -$1.73K -41 -0%
FFM
35
Forum Financial Management
Illinois
$3.61M +$137K +3,243 +4%
BWA
36
BCU Wealth Advisors
Illinois
$3.5M -$265K -6,304 -7%
AFG
37
Altiora Financial Group
Ohio
$3.44M +$4.42K +105 +0.1%
AC
38
AWM Capital
Arizona
$3.27M +$194K +4,606 +6%
FTUS
39
Flow Traders U.S.
New York
$2.8M -$1.65M -39,225 -37%
HNWA
40
Henrickson Nauta Wealth Advisors
Michigan
$2.29M +$539K +13,104 +31%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.26M +$32.8K +779 +1%
SCM
42
Saxony Capital Management
Missouri
$2.24M +$1.57M +37,315 +237%
BI
43
Binnacle Investments
Iowa
$2.21M +$2.21M +52,480 New
CIAS
44
CFS Investment Advisory Services
New Jersey
$2.06M +$116K +2,757 +6%
E
45
EntreWealth
Texas
$2.02M +$504K +11,958 +33%
EWA
46
Exencial Wealth Advisors
Oklahoma
$1.97M +$143K +3,389 +8%
PWIA
47
Porter White Investment Advisors
Alabama
$1.9M +$633K +15,022 +50%
CW
48
Curio Wealth
Maryland
$1.9M -$1.59B -46,801 -100%
NL
49
NWAM LLC
Washington
$1.67M +$217K +5,163 +15%
TIAM2
50
Tru Independence Asset Management 2
Oregon
$1.66M -$638K -15,139 -28%