Dimensional Inflation-Protected Securities ETF
DFIP
60 hedge funds and large institutions have $101M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
18% more funds holding
Funds holding: 51 → 60 (+9)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% more capital invested
Capital invested by funds: $90.1M → $101M (+$10.5M)
4.73% more ownership
Funds ownership: 41.07% → 45.8% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FOA
Five Oceans Advisors
Santa Monica,
California
|
+$8.66M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$8.55M |
| 3 |
Jane Street
New York
|
+$3.33M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$3.07M |
| 5 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWR
Chico Wealth RIA
Chico,
California
|
-$5.84M |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$2.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
| 4 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$734K |
| 5 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$563K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
51
Covington Capital Management
Los Angeles,
California
| $57K | – | – | – |
|
|
NSIM
52
North Star Investment Management
Chicago,
Illinois
| $21K | +$575 | +13 | +3% |
|
|
BAM
53
Baldrige Asset Management
Allentown,
Pennsylvania
| $15K | -$885 | -20 | -5% |
|
54
Qube Research & Technologies (QRT)
London,
United Kingdom
| $10K | +$10.8K | +245 | New |
|
|
BFEC
55
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $8K | – | – | – |
|
|
CIAS
56
CFS Investment Advisory Services
Totowa,
New Jersey
| $5K | +$8.55M | +193,250 | New |
|
|
MOS
57
MGO One Seven
Beachwood,
Ohio
| $1.4K | -$183K | -4,140 | -13% |
|
58
Morgan Stanley
New York
| $1K | -$1.33K | -30 | -50% |
|
|
HI
59
Harbour Investments
Madison,
Wisconsin
| $1K | – | – | – |
|
|
60
Citadel Advisors
Miami,
Florida
| – | -$1.59M | -36,067 | Closed |
|
|
3LCM
61
3D/L Capital Management
Hartford,
Connecticut
| – | -$200K | -4,557 | Closed |
|
|
AF
62
Allworth Financial
Folsom,
California
| – | -$182K | -4,127 | Closed |
|
|
CWM
63
Castle Wealth Management
West Palm Beach,
Florida
| – | -$12.6K | -284 | -100% |
|
DFIP Hedge Fund Activity: Q3 2022 in Review
60 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2022, worth a combined $101M — up 12% from $90.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DFIP positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Five Oceans Advisors, adding an estimated $8.66M. The largest seller was Chico Wealth RIA, cutting an estimated $5.84M.
- 60 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2022, up from 51 in Q2 2022.
- Funds reported $101M of Dimensional Inflation-Protected Securities ETF stock for Q3 2022, up 12% quarter-over-quarter.
- 12 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2022 and 3 closed out, a net change of +9 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2022 was Five Oceans Advisors, an estimated $8.66M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2022 was Chico Wealth RIA, an estimated $5.84M sold.
Based on aggregated 13F filings for Q3 2022.