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Dimensional Inflation-Protected Securities ETF

158 hedge funds and large institutions have $772M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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
NL
51
NWAM LLC
Washington
$2.08M
AFAL
52
Amicus Financial Advisors, LLC
Texas
$2M
MGW
53
MB Generational Wealth
Washington
$1.99M
EWA
54
Exencial Wealth Advisors
Oklahoma
$1.85M
OFA
55
Onyx Financial Advisors
Idaho
$1.77M
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.75M
SC
57
Shearwater Capital
Colorado
$1.75M
TAM
58
TCP Asset Management
Ohio
$1.73M
EH
59
Equitable Holdings
New York
$1.7M
PGF
60
Plan Group Financial
Oklahoma
$1.68M
Truist Financial
61
Truist Financial
North Carolina
$1.66M
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.63M
SAG
63
SageView Advisory Group
California
$1.61M
CSB
64
City State Bank
Iowa
$1.6M
PIWA
65
Prevail Innovative Wealth Advisors
Kansas
$1.41M
VPWA
66
Vestia Personal Wealth Advisors
Indiana
$1.38M
AWM
67
Axxcess Wealth Management
California
$1.38M
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$1.36M
CW
69
CreativeOne Wealth
Kansas
$1.32M
FWM
70
FMB Wealth Management
California
$1.31M
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.26M
SIC
72
Samalin Investment Counsel
New York
$1.24M
TIM
73
Tortoise Investment Management
New York
$1.12M
KA
74
Klingman & Associates
New York
$1.12M
AF
75
Allworth Financial
California
$1.09M