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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $662M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
$6.36M
MWA
27
Monograph Wealth Advisors
California
$5.7M
SFP
28
Sterling Financial Planning
New Jersey
$5.54M
VF
29
Vestment Financial
Minnesota
$5.45M
Goldman Sachs
30
Goldman Sachs
New York
$4.96M
KF
31
Krilogy Financial
Missouri
$4.37M
PGF
32
Plan Group Financial
Oklahoma
$4.11M
BWA
33
BCU Wealth Advisors
Illinois
$4.05M
GSF
34
Grove Street Fiduciary
New Hampshire
$3.83M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.52M
FFM
36
Forum Financial Management
Illinois
$3.48M
AFG
37
Altiora Financial Group
Ohio
$3.43M
AC
38
AWM Capital
Arizona
$3.28M
AssetMark Inc
39
AssetMark Inc
California
$3.07M
PAS
40
Park Avenue Securities
New York
$2.87M
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$2.68M
E
42
EntreWealth
Texas
$2.57M
BI
43
Binnacle Investments
Iowa
$2.3M
BRIA
44
Balanced Rock Investment Advisors
Massachusetts
$2.16M
CIAS
45
CFS Investment Advisory Services
New Jersey
$2.05M
PWIA
46
Porter White Investment Advisors
Alabama
$2.01M
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.93M
EWA
48
Exencial Wealth Advisors
Oklahoma
$1.82M
SCM
49
Saxony Capital Management
Missouri
$1.74M
NL
50
NWAM LLC
Washington
$1.71M