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Dimensional Inflation-Protected Securities ETF
DFIP

162 hedge funds and large institutions have $758M invested in Dimensional Inflation-Protected Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 159 → 162 (+3)

2% less capital invested

Capital invested by funds: $775M → $758M (-$16.3M)

3.28% less ownership

Funds ownership: 74.25% → 70.97% (-3.3%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
1.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.25%
New
21
Increased
74
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$6.29M
2
FFO
Fortitude Family Office
Arizona
+$3.17M
3
FF
Foundry Financial
California
+$2.47M
4
MFG
Merit Financial Group
Georgia
+$2.04M
5
FPI
Financial Plan Inc
Washington
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
HWM
Heirloom Wealth Management
Colorado
-$37.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.94M
3
AWM
Austin Wealth Management
Texas
-$3.89M
4
HNWA
Henrickson Nauta Wealth Advisors
Michigan
-$3.08M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
26
Sterling Financial Planning
New Jersey
$7.12M +$672K +16,057 +10%
FFM
27
Forum Financial Management
Illinois
$6.82M -$29.5K -704 -0.4%
VF
28
Vestment Financial
Minnesota
$6.69M +$177K +4,224 +3%
CAM
29
CPA Asset Management
Florida
$6.15M -$754K -18,007 -11%
KF
30
Krilogy Financial
Missouri
$6.07M +$249K +5,948 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.71M -$55.1K -1,315 -1%
FF
32
Foundry Financial
California
$4.98M +$2.47M +59,106 +98%
Goldman Sachs
33
Goldman Sachs
New York
$4.92M +$214K +5,107 +5%
BWA
34
BCU Wealth Advisors
Illinois
$4.84M +$130K +3,097 +3%
HNWA
35
Henrickson Nauta Wealth Advisors
Michigan
$4.6M -$3.08M -73,618 -40%
AFC
36
Ares Financial Consulting
California
$4.36M +$220K +5,258 +5%
MWM
37
McCartney Wealth Management
Missouri
$4.17M +$65.4K +1,563 +2%
PWIA
38
Porter White Investment Advisors
Alabama
$3.93M +$205K +4,885 +5%
GSF
39
Grove Street Fiduciary
New Hampshire
$3.89M -$68.6K -1,638 -2%
LFG
40
Larson Financial Group
Missouri
$3.6M -$1.38M -33,054 -28%
FFA
41
Farther Finance Advisors
California
$3.57M +$936K +22,363 +35%
AC
42
AWM Capital
Arizona
$3.5M -$44K -1,051 -1%
E
43
EntreWealth
Texas
$3.39M +$255K +6,080 +8%
PAS
44
Park Avenue Securities
New York
$3.29M -$205K -4,897 -6%
AFG
45
Altiora Financial Group
Ohio
$3.28M – – –
AssetMark Inc
46
AssetMark Inc
California
$2.95M -$61.3K -1,465 -2%
BJB
47
Broadhurst Jeffrey B
$2.75M +$73K +1,744 +3%
BRIA
48
Balanced Rock Investment Advisors
Massachusetts
$2.57M +$84.2K +2,010 +3%
CSB
49
City State Bank
Iowa
$2.53M +$928K +22,167 +58%
CIAS
50
CFS Investment Advisory Services
New Jersey
$2.39M +$110K +2,635 +5%
1
2
3 4 5

DFIP Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2026, worth a combined $758M — down 2.1% from $775M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFIP positions and 16 closed out — a net gain of 5 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Matson Money Inc, adding an estimated $6.29M. The largest seller was Heirloom Wealth Management, cutting an estimated $37.8M.

  • 162 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2026, up from 159 in Q4 2025.
  • Funds reported $758M of Dimensional Inflation-Protected Securities ETF stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 21 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2026 and 16 closed out, a net change of +5 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2026 was Matson Money Inc, an estimated $6.29M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2026 was Heirloom Wealth Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2026.