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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.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 7173 (+2)

1% less capital invested

Capital invested by funds: $167M → $166M (-$1.93M)

4.9% less ownership

Funds ownership: 50.02%45.12% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.16%
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
Change in
Stake
FCG
51
Financial Connections Group
California
$303K +$1.72K +41 +0.6%
MOS
52
MGO One Seven
Ohio
$287K -$29.9K -715 -10%
SIS
53
Strategic Investment Solutions
Illinois
$260K +$254K +6,073 New
EWA
54
Exencial Wealth Advisors
Oklahoma
$254K
PFO
55
Pathstone Family Office
New Jersey
$245K -$239K -5,716 -50%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$231K
3LCM
57
3D/L Capital Management
Connecticut
$202K +$197K +4,717 New
PFM
58
Phillips Financial Management
Indiana
$191K
MFG
59
Mendota Financial Group
Wisconsin
$179K -$8.04K -192 -5%
LG
60
LAM Group
Oregon
$94K +$10K +240 +12%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$75K
AF
62
Advisornet Financial
Minnesota
$27.5K -$104K -2,484 -79%
NSIM
63
North Star Investment Management
Illinois
$22.5K
UBS Group
64
UBS Group
Switzerland
$22.4K +$21.9K +523 New
BAM
65
Baldrige Asset Management
Pennsylvania
$16K
Bank of America
66
Bank of America
North Carolina
$15.1K +$14.8K +353 New
LFA
67
Level Financial Advisors
New York
$14K +$13.7K +328 New
NA
68
NewEdge Advisors
Louisiana
$11.8K +$11.5K +275 New
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$10.5K
AF
70
Allworth Financial
California
$6.08K +$5.94K +142 New
HI
71
Harbour Investments
Wisconsin
$899
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$599 +$12.4K +297 +2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$43 +$42 +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

DFIP Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2023, worth a combined $166M — down 1.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFIP positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $4.57M. The largest seller was Jane Street, cutting an estimated $6.66M.

  • 73 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $166M of Dimensional Inflation-Protected Securities ETF stock for Q1 2023, down 1.2% quarter-over-quarter.
  • 12 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2023 was Hill Investment Group Partners, an estimated $4.57M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2023 was Jane Street, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2023.