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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
-1
Holders Change %
-0.72%
% of All Funds
1.85%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.3%
New
11
Increased
74
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
David Wealth Management
Virginia
$6.36M +$385K +9,216 +6%
MWA
27
Monograph Wealth Advisors
California
$5.7M +$274K +6,546 +5%
SFP
28
Sterling Financial Planning
New Jersey
$5.54M +$317K +7,588 +6%
VF
29
Vestment Financial
Minnesota
$5.45M +$291K +6,970 +6%
Goldman Sachs
30
Goldman Sachs
New York
$4.96M
KF
31
Krilogy Financial
Missouri
$4.37M +$70.3K +1,682 +2%
PGF
32
Plan Group Financial
Oklahoma
$4.11M -$1.6M -38,365 -28%
BWA
33
BCU Wealth Advisors
Illinois
$4.05M +$579K +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 +$2.75M +65,688 +354%
FFM
36
Forum Financial Management
Illinois
$3.48M -$110K -2,640 -3%
AFG
37
Altiora Financial Group
Ohio
$3.43M +$15.6K +373 +0.5%
AC
38
AWM Capital
Arizona
$3.28M +$40.8K +977 +1%
AssetMark Inc
39
AssetMark Inc
California
$3.07M +$3.07M +73,475 New
PAS
40
Park Avenue Securities
New York
$2.87M +$2.87M +68,750 New
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$2.68M +$351K +8,404 +15%
E
42
EntreWealth
Texas
$2.57M +$561K +13,414 +28%
BI
43
Binnacle Investments
Iowa
$2.3M +$105K +2,502 +5%
BRIA
44
Balanced Rock Investment Advisors
Massachusetts
$2.16M +$2.16M +51,707 New
CIAS
45
CFS Investment Advisory Services
New Jersey
$2.05M +$8.07K +193 +0.4%
PWIA
46
Porter White Investment Advisors
Alabama
$2.01M +$119K +2,838 +6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.93M -$319K -7,628 -14%
EWA
48
Exencial Wealth Advisors
Oklahoma
$1.82M -$131K -3,137 -7%
SCM
49
Saxony Capital Management
Missouri
$1.74M -$479K -11,453 -22%
NL
50
NWAM LLC
Washington
$1.71M +$52.3K +1,252 +3%