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Dimensional Inflation-Protected Securities ETF

146 hedge funds and large institutions have $731M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $663M → $731M (+$68.6M)

6% more funds holding

Funds holding: 138146 (+8)

1.01% more ownership

Funds ownership: 72.06%73.07% (+1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.92%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
15
Increased
82
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
26
Sensible Financial Planning & Management
Massachusetts
$8.2M +$997K +23,692 +14%
AC
27
Apella Capital
Connecticut
$7.39M +$258K +6,120 +4%
SFP
28
Sterling Financial Planning
New Jersey
$5.88M +$276K +6,564 +5%
VF
29
Vestment Financial
Minnesota
$5.81M +$292K +6,935 +5%
KF
30
Krilogy Financial
Missouri
$5.43M +$1.05M +24,860 +24%
LFG
31
Larson Financial Group
Missouri
$5.43M -$2.29M -54,409 -30%
Goldman Sachs
32
Goldman Sachs
New York
$5.01M
Citadel Advisors
33
Citadel Advisors
Florida
$4.83M +$4.81M +114,350 New
BWA
34
BCU Wealth Advisors
Illinois
$4.38M +$290K +6,881 +7%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.13M +$574K +13,643 +16%
GSF
36
Grove Street Fiduciary
New Hampshire
$4.01M +$141K +3,344 +4%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$3.93M +$4.04M +95,931 New
AFG
38
Altiora Financial Group
Ohio
$3.47M +$12K +285 +0.3%
AC
39
AWM Capital
Arizona
$3.29M -$28.6K -679 -0.9%
PAS
40
Park Avenue Securities
New York
$3.26M +$357K +8,474 +12%
PWIA
41
Porter White Investment Advisors
Alabama
$3.1M +$1.07M +25,500 +53%
AssetMark Inc
42
AssetMark Inc
California
$3.08M -$18.5K -439 -0.6%
HNWA
43
Henrickson Nauta Wealth Advisors
Michigan
$3.07M +$366K +8,706 +14%
E
44
EntreWealth
Texas
$3.01M +$415K +9,850 +16%
PGF
45
Plan Group Financial
Oklahoma
$2.8M -$1.35M -32,133 -33%
SCM
46
Saxony Capital Management
Missouri
$2.62M +$863K +20,512 +49%
BI
47
Binnacle Investments
Iowa
$2.47M +$146K +3,462 +6%
BRIA
48
Balanced Rock Investment Advisors
Massachusetts
$2.38M +$192K +4,567 +9%
CIAS
49
CFS Investment Advisory Services
New Jersey
$2.1M +$17.8K +422 +0.9%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.92M -$27.9K -662 -1%

DFIP Hedge Fund Activity: Q3 2025 in Review

146 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2025, worth a combined $731M — up 10% from $663M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 5 closed out — a net gain of 10 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $18.9M. The largest seller was CPA Asset Management, cutting an estimated $3.06M.

  • 146 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $731M of Dimensional Inflation-Protected Securities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2025 was Insight Wealth Strategies, an estimated $18.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2025 was CPA Asset Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.