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Dimensional Inflation-Protected Securities ETF
DFIP

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

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $585M → $654M (+$69.3M)

9% more funds holding

Funds holding: 128 → 139 (+11)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

0.49% more ownership

Funds ownership: 72.9% → 73.39% (+0.49%)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
14
Increased
75
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
Hemington Wealth Management
Virginia
+$19.4M
2
PCI
Planning Center Inc
Illinois
+$3.95M
3
MMI
Matson Money Inc
Ohio
+$2.39M
4
PS
Pinney & Scofield
Massachusetts
+$2.05M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
FOA
Five Oceans Advisors
California
-$3.63M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.22M
3
EP
Essential Planning
New Hampshire
-$2.16M
4
CW
Curio Wealth
Maryland
-$1.93M
5
FTUS
Flow Traders U.S.
New York
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
David Wealth Management
Virginia
$6.02M -$70.4K -1,707 -1%
PGF
27
Plan Group Financial
Oklahoma
$5.76M +$574K +13,913 +11%
MWA
28
Monograph Wealth Advisors
California
$5.47M +$817K +19,814 +18%
SFP
29
Sterling Financial Planning
New Jersey
$5.26M +$1.18M +28,484 +30%
VF
30
Vestment Financial
Minnesota
$5.21M +$224K +5,425 +5%
Goldman Sachs
31
Goldman Sachs
New York
$5M +$1.85M +44,757 +61%
KF
32
Krilogy Financial
Missouri
$4.33M +$200K +4,855 +5%
IA
33
IFP Advisors
Florida
$4.24M -$450K -10,905 -10%
GSF
34
Grove Street Fiduciary
New Hampshire
$3.97M -$1.69K -41 -0%
FFM
35
Forum Financial Management
Illinois
$3.61M +$134K +3,243 +4%
BWA
36
BCU Wealth Advisors
Illinois
$3.5M -$260K -6,304 -7%
AFG
37
Altiora Financial Group
Ohio
$3.44M +$4.33K +105 +0.1%
AC
38
AWM Capital
Arizona
$3.27M +$190K +4,606 +6%
FTUS
39
Flow Traders U.S.
New York
$2.8M -$1.62M -39,225 -37%
HNWA
40
Henrickson Nauta Wealth Advisors
Michigan
$2.29M +$541K +13,104 +31%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.26M +$32.1K +779 +1%
SCM
42
Saxony Capital Management
Missouri
$2.24M +$1.54M +37,315 +237%
BI
43
Binnacle Investments
Iowa
$2.21M +$2.16M +52,480 New
CIAS
44
CFS Investment Advisory Services
New Jersey
$2.06M +$114K +2,757 +6%
E
45
EntreWealth
Texas
$2.02M +$493K +11,958 +33%
EWA
46
Exencial Wealth Advisors
Oklahoma
$1.97M +$140K +3,389 +8%
PWIA
47
Porter White Investment Advisors
Alabama
$1.9M +$620K +15,022 +50%
CW
48
Curio Wealth
Maryland
$1.9M -$1.93M -46,801 -100%
NL
49
NWAM LLC
Washington
$1.67M +$213K +5,163 +15%
TIAM2
50
Tru Independence Asset Management 2
Oregon
$1.66M -$625K -15,139 -28%
1
2
3 4 5

DFIP Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2025, worth a combined $654M — up 12% from $585M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFIP positions and 3 closed out — a net gain of 11 holders — while 75 added to existing stakes and 36 trimmed.

The largest buyer was Hemington Wealth Management, adding an estimated $19.4M. The largest seller was Five Oceans Advisors, cutting an estimated $3.63M.

  • 139 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $654M of Dimensional Inflation-Protected Securities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 14 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2025 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2025 was Hemington Wealth Management, an estimated $19.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2025 was Five Oceans Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q1 2025.