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Dimensional Inflation-Protected Securities ETF

157 hedge funds and large institutions have $770M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
CAM
26
CPA Asset Management
Florida
$6.88M
FFM
27
Forum Financial Management
Illinois
$6.82M
SFP
28
Sterling Financial Planning
New Jersey
$6.43M
VF
29
Vestment Financial
Minnesota
$6.43M
FPI
30
Financial Plan Inc
Washington
$6.1M
KF
31
Krilogy Financial
Missouri
$5.77M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.75M
LFG
33
Larson Financial Group
Missouri
$4.96M
BWA
34
BCU Wealth Advisors
Illinois
$4.69M
Goldman Sachs
35
Goldman Sachs
New York
$4.68M
AFC
36
Ares Financial Consulting
California
$4.12M
MWM
37
McCartney Wealth Management
Missouri
$4.09M
Citadel Advisors
38
Citadel Advisors
Florida
$3.94M
GSF
39
Grove Street Fiduciary
New Hampshire
$3.94M
PWIA
40
Porter White Investment Advisors
Alabama
$3.71M
AC
41
AWM Capital
Arizona
$3.53M
PAS
42
Park Avenue Securities
New York
$3.48M
AFG
43
Altiora Financial Group
Ohio
$3.27M
E
44
EntreWealth
Texas
$3.15M
AssetMark Inc
45
AssetMark Inc
California
$3M
FFA
46
Farther Finance Advisors
California
$2.62M
FF
47
Foundry Financial
California
$2.51M
YCG
48
Yeomans Consulting Group
Georgia
$2.48M
BRIA
49
Balanced Rock Investment Advisors
Massachusetts
$2.47M
CIAS
50
CFS Investment Advisory Services
New Jersey
$2.24M