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Dimensional Inflation-Protected Securities ETF

73 hedge funds and large institutions have $166M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
12
Increased
32
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCG
51
Financial Connections Group
California
$303K +$1.75K +41 +0.6%
MOS
52
MGO One Seven
Ohio
$287K -$30.6K -715 -10%
SIS
53
Strategic Investment Solutions
Illinois
$260K +$260K +6,073 New
EWA
54
Exencial Wealth Advisors
Oklahoma
$254K
PFO
55
Pathstone Family Office
New Jersey
$245K -$245K -5,716 -50%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$231K
3LCM
57
3D/L Capital Management
Connecticut
$202K +$202K +4,717 New
PFM
58
Phillips Financial Management
Indiana
$191K
MFG
59
Mendota Financial Group
Wisconsin
$179K -$9.17K -192 -5%
LG
60
LAM Group
Oregon
$94K +$10.3K +240 +12%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$75K
AF
62
Advisornet Financial
Minnesota
$27.5K -$106K -2,484 -79%
NSIM
63
North Star Investment Management
Illinois
$22.5K
UBS Group
64
UBS Group
Switzerland
$22.4K +$22.4K +523 New
BAM
65
Baldrige Asset Management
Pennsylvania
$16K
Bank of America
66
Bank of America
North Carolina
$15.1K +$15.1K +353 New
LFA
67
Level Financial Advisors
New York
$14K +$14K +328 New
NA
68
NewEdge Advisors
Louisiana
$11.8K +$11.8K +275 New
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$10.5K
AF
70
Allworth Financial
California
$6.08K +$6.08K +142 New
HI
71
Harbour Investments
Wisconsin
$899
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$599 +$13 +297 +2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$43 +$43 +1 New
Goldman Sachs
74
Goldman Sachs
New York
-$4.38M -106,483 Closed
SHWM
75
Silicon Hills Wealth Management
Texas
-$3.65M -88,644 Closed