Dimensional Inflation-Protected Securities ETF
DFIP
51 hedge funds and large institutions have $90.1M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
55% more funds holding
Funds holding: 33 → 51 (+18)
36% more capital invested
Capital invested by funds: $66.2M → $90.1M (+$23.8M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4.7% less ownership
Funds ownership: 45.76% → 41.07% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$16.2M |
| 2 |
B
BetterWealth
San Jose,
California
|
+$5.14M |
| 3 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
+$3.35M |
| 4 |
Jane Street
New York
|
+$3.23M |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FOA
Five Oceans Advisors
Santa Monica,
California
|
-$7.97M |
| 2 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$5.02M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$1.03M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$969K |
| 5 |
AC
AWM Capital
Phoenix,
Arizona
|
-$397K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $1K | +$959 | +21 | New |
|
|
CWG
52
Crown Wealth Group
Charlotte,
North Carolina
| – | -$5.02M | -105,024 | Closed |
|
|
FTUS
53
Flow Traders U.S.
New York
| – | -$969K | -20,287 | Closed |
|
54
Mercer Global Advisors
Denver,
Colorado
| – | -$329K | -6,891 | Closed |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$24K | -494 | Closed |
|
|
HA
56
Herold Advisors
New York
| – | -$18.1K | -380 | Closed |
|
DFIP Hedge Fund Activity: Q2 2022 in Review
51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2022, worth a combined $90.1M — up 36% from $66.2M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFIP positions and 5 closed out — a net gain of 18 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Market Street Wealth Management Advisors, opening a new position worth an estimated $16.2M. The largest seller was Five Oceans Advisors, cutting an estimated $7.97M.
- 51 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2022, up from 33 in Q1 2022.
- Funds reported $90.1M of Dimensional Inflation-Protected Securities ETF stock for Q2 2022, up 36% quarter-over-quarter.
- 23 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2022 and 5 closed out, a net change of +18 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2022 was Market Street Wealth Management Advisors, an estimated $16.2M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2022 was Five Oceans Advisors, an estimated $7.97M sold.
Based on aggregated 13F filings for Q2 2022.