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Dimensional Inflation-Protected Securities ETF
DFIP

159 hedge funds and large institutions have $775M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

9% more funds holding

Funds holding: 146 → 159 (+13)

6% more capital invested

Capital invested by funds: $731M → $775M (+$43.3M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.18% more ownership

Funds ownership: 73.07% → 74.25% (+1.2%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
30
Increased
82
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$47M
2
SC
Savant Capital
Illinois
+$10.1M
3
MMI
Matson Money Inc
Ohio
+$6.82M
4
FFO
Fortitude Family Office
Arizona
+$6.06M
5
PCI
Planning Center Inc
Illinois
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
-$19M
2
CAM
CPA Asset Management
Florida
-$8.16M
3
FFM
Forum Financial Management
Illinois
-$3.21M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.66M
5
SCM
Saxony Capital Management
Missouri
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
CPA Asset Management
Florida
$6.88M -$8.16M -193,840 -54%
FFM
27
Forum Financial Management
Illinois
$6.82M -$3.21M -76,170 -32%
SFP
28
Sterling Financial Planning
New Jersey
$6.43M +$653K +15,528 +11%
VF
29
Vestment Financial
Minnesota
$6.43M +$713K +16,955 +12%
FPI
30
Financial Plan Inc
Washington
$6.1M +$6.18M +146,870 New
KF
31
Krilogy Financial
Missouri
$5.77M +$377K +8,968 +7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.75M +$1.7M +40,368 +41%
LFG
33
Larson Financial Group
Missouri
$4.96M -$393K -9,339 -7%
BWA
34
BCU Wealth Advisors
Illinois
$4.69M +$382K +9,073 +9%
Goldman Sachs
35
Goldman Sachs
New York
$4.68M -$248K -5,899 -5%
AFC
36
Ares Financial Consulting
California
$4.12M +$4.18M +99,250 New
MWM
37
McCartney Wealth Management
Missouri
$4.09M +$4.14M +98,448 New
Citadel Advisors
38
Citadel Advisors
Florida
$3.94M -$820K -19,493 -17%
GSF
39
Grove Street Fiduciary
New Hampshire
$3.94M -$6.82K -162 -0.2%
PWIA
40
Porter White Investment Advisors
Alabama
$3.71M +$667K +15,852 +22%
AC
41
AWM Capital
Arizona
$3.53M +$297K +7,054 +9%
PAS
42
Park Avenue Securities
New York
$3.48M +$270K +6,406 +8%
AFG
43
Altiora Financial Group
Ohio
$3.27M -$153K -3,635 -4%
E
44
EntreWealth
Texas
$3.15M +$162K +3,849 +5%
AssetMark Inc
45
AssetMark Inc
California
$3M -$38.2K -908 -1%
BJB
46
Broadhurst Jeffrey B
$2.67M +$2.7M +64,223 New
FFA
47
Farther Finance Advisors
California
$2.62M +$2.28M +54,158 +601%
FF
48
Foundry Financial
California
$2.51M +$2.54M +60,372 New
YCG
49
Yeomans Consulting Group
Georgia
$2.48M +$2.51M +59,722 New
BRIA
50
Balanced Rock Investment Advisors
Massachusetts
$2.47M +$138K +3,269 +6%
1
2
3 4 5

DFIP Hedge Fund Activity: Q4 2025 in Review

159 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2025, worth a combined $775M — up 5.9% from $731M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIP positions and 11 closed out — a net gain of 19 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $47M. The largest seller was Insight Wealth Strategies, exiting entirely with an estimated $19M sold.

  • 159 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $775M of Dimensional Inflation-Protected Securities ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 30 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2025 and 11 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2025 was Beacon Pointe Advisors, an estimated $47M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2025 was Insight Wealth Strategies, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2025.