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Dimensional Inflation-Protected Securities ETF

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
Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.15%
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
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
51
Orion Capital Management
California
$299K +$174K +4,224 +138%
FCG
52
Financial Connections Group
California
$290K +$10.3K +251 +4%
RF
53
Resolute Financial
Massachusetts
$259K -$177K -4,309 -41%
SIAG
54
Safeguard Investment Advisory Group
California
$245K -$24.4K -593 -9%
EWA
55
Exencial Wealth Advisors
Oklahoma
$244K +$244K +5,937 New
RCAG
56
Rehmann Capital Advisory Group
Michigan
$222K -$61.7K -1,500 -22%
IA
57
IFP Advisors
Florida
$189K -$502 -10 -0.3%
PFM
58
Phillips Financial Management
Indiana
$184K
MFG
59
Mendota Financial Group
Wisconsin
$162K +$162K +3,934 New
AF
60
Advisornet Financial
Minnesota
$129K -$403K -9,801 -76%
LG
61
LAM Group
Oregon
$80.5K +$80.5K +1,955 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$71K +$71K +1,739 New
ASN
63
Advisory Services Network
Georgia
$50.3K +$50.3K +1,221 New
AWM
64
Align Wealth Management
Oklahoma
$23.6K +$23.6K +580 New
NSIM
65
North Star Investment Management
Illinois
$21.6K +$206 +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 +$906 +22 New
HI
69
Harbour Investments
Wisconsin
$864
CAS
70
Coppell Advisory Solutions
Texas
$494 +$494 +12 New
CASC
71
Coppell Advisory Solutions Corp
Texas
$494 +$494 +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