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Dimensional Inflation-Protected Securities ETF
DFIP

71 hedge funds and large institutions have $167M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

66% more capital invested

Capital invested by funds: $101M → $167M (+$66.8M)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

18% more funds holding

Funds holding: 60 → 71 (+11)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.23% more ownership

Funds ownership: 45.8% → 50.02% (+4.2%)

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
22
Increased
23
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RK
Rather & Kittrell
Tennessee
+$15.4M
2
KA
Klingman & Associates
New York
+$5.01M
3
Goldman Sachs
Goldman Sachs
New York
+$4.4M
4
LFG
Larson Financial Group
Missouri
+$3.88M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$6.32M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$4.73M
3
MWM
Mattern Wealth Management
Kansas
-$2.81M
4
LSPW
Lake Street Private Wealth
Illinois
-$2.31M
5
FTUS
Flow Traders U.S.
New York
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
51
Orion Capital Management
California
$299K +$175K +4,224 +138%
FCG
52
Financial Connections Group
California
$290K +$10.4K +251 +4%
RF
53
Resolute Financial
Massachusetts
$259K -$178K -4,309 -41%
SIAG
54
Safeguard Investment Advisory Group
California
$245K -$24.5K -593 -9%
EWA
55
Exencial Wealth Advisors
Oklahoma
$244K +$245K +5,937 New
RCAG
56
Rehmann Capital Advisory Group
Michigan
$222K -$62K -1,500 -22%
IA
57
IFP Advisors
Florida
$189K -$413 -10 -0.3%
PFM
58
Phillips Financial Management
Indiana
$184K – – –
MFG
59
Mendota Financial Group
Wisconsin
$162K +$163K +3,934 New
AF
60
Advisornet Financial
Minnesota
$129K -$405K -9,801 -76%
LG
61
LAM Group
Oregon
$80.5K +$80.8K +1,955 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$71K +$71.8K +1,739 New
ASN
63
Advisory Services Network
Georgia
$50.3K +$50.4K +1,221 New
AWM
64
Align Wealth Management
Oklahoma
$23.6K +$24K +580 New
NSIM
65
North Star Investment Management
Illinois
$21.6K +$207 +5 +1%
BAM
66
Baldrige Asset Management
Pennsylvania
$15K – – –
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$10.1K – – –
MCC
68
Money Concepts Capital
Florida
$906 +$909 +22 New
HI
69
Harbour Investments
Wisconsin
$864 – – –
CAS
70
Coppell Advisory Solutions
Texas
$494 +$496 +12 New
CASC
71
Coppell Advisory Solutions Corp
Texas
$494 +$496 +12 New
LSPW
72
Lake Street Private Wealth
Illinois
– -$2.31M -56,781 Closed
FTUS
73
Flow Traders U.S.
New York
– -$1.72M -42,282 Closed
UBS Group
74
UBS Group
Switzerland
– -$430K -10,581 Closed
HFA
75
Highland Financial Advisors
New Jersey
– -$419K -10,304 Closed
1 2
3
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DFIP Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2022, worth a combined $167M — up 66% from $101M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFIP positions and 10 closed out — a net gain of 12 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Rather & Kittrell, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $6.32M.

  • 71 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $167M of Dimensional Inflation-Protected Securities ETF stock for Q4 2022, up 66% quarter-over-quarter.
  • 22 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2022 and 10 closed out, a net change of +12 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2022 was Rather & Kittrell, an estimated $15.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2022.