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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $663M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1% more capital invested

Capital invested by funds: $654M → $663M (+$8.72M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 139138 (-1)

1.34% less ownership

Funds ownership: 73.39%72.06% (-1.3%)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.82%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
10
Increased
75
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
David Wealth Management
Virginia
$6.36M +$383K +9,216 +6%
MWA
27
Monograph Wealth Advisors
California
$5.7M +$272K +6,546 +5%
SFP
28
Sterling Financial Planning
New Jersey
$5.54M +$315K +7,588 +6%
VF
29
Vestment Financial
Minnesota
$5.45M +$290K +6,970 +6%
Goldman Sachs
30
Goldman Sachs
New York
$4.96M
KF
31
Krilogy Financial
Missouri
$4.37M +$69.9K +1,682 +2%
PGF
32
Plan Group Financial
Oklahoma
$4.11M -$1.59M -38,365 -28%
BWA
33
BCU Wealth Advisors
Illinois
$4.05M +$576K +13,852 +17%
GSF
34
Grove Street Fiduciary
New Hampshire
$3.83M -$108K -2,595 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.52M +$2.73M +65,688 +354%
FFM
36
Forum Financial Management
Illinois
$3.48M -$110K -2,640 -3%
AFG
37
Altiora Financial Group
Ohio
$3.43M +$15.5K +373 +0.5%
AC
38
AWM Capital
Arizona
$3.28M +$40.6K +977 +1%
AssetMark Inc
39
AssetMark Inc
California
$3.07M +$3.05M +73,475 New
PAS
40
Park Avenue Securities
New York
$2.87M +$2.86M +68,750 New
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$2.68M +$349K +8,404 +15%
E
42
EntreWealth
Texas
$2.57M +$558K +13,414 +28%
BI
43
Binnacle Investments
Iowa
$2.3M +$104K +2,502 +5%
BRIA
44
Balanced Rock Investment Advisors
Massachusetts
$2.16M +$2.15M +51,707 New
CIAS
45
CFS Investment Advisory Services
New Jersey
$2.05M +$8.02K +193 +0.4%
PWIA
46
Porter White Investment Advisors
Alabama
$2.01M +$118K +2,838 +6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.93M -$317K -7,628 -14%
EWA
48
Exencial Wealth Advisors
Oklahoma
$1.82M -$130K -3,137 -7%
SCM
49
Saxony Capital Management
Missouri
$1.74M -$476K -11,453 -22%
NL
50
NWAM LLC
Washington
$1.71M +$52K +1,252 +3%

DFIP Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2025, worth a combined $663M — up 1.3% from $654M a quarter earlier.

Fund positioning in DFIP was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 75 added to existing stakes and 39 trimmed.

The largest buyer was Fortitude Family Office, adding an estimated $4.07M. The largest seller was IFP Advisors, cutting an estimated $4.19M.

  • 138 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2025, down from 139 in Q1 2025.
  • Funds reported $663M of Dimensional Inflation-Protected Securities ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 10 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2025 was Fortitude Family Office, an estimated $4.07M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2025 was IFP Advisors, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2025.