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Dimensional Inflation-Protected Securities ETF

75 hedge funds and large institutions have $177M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
35
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
51
Mattern Wealth Management
Kansas
$376K -$102K -2,458 -21%
CPA
52
Cardiff Park Advisors
California
$367K
FPAS
53
Focus Partners Advisor Solutions
Missouri
$350K -$124K -3,012 -26%
FCG
54
Financial Connections Group
California
$283K -$9.66K -234 -3%
MOS
55
MGO One Seven
Ohio
$271K -$5.78K -140 -2%
CWR
56
Chico Wealth RIA
California
$263K -$62.9K -1,523 -19%
Osaic Holdings
57
Osaic Holdings
Arizona
$252K -$1.1M -26,633 -81%
EWA
58
Exencial Wealth Advisors
Oklahoma
$246K +$1.03K +25 +0.4%
PFO
59
Pathstone Family Office
New Jersey
$236K
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$228K +$228K +5,508 New
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$225K +$225K +5,442 New
RCAG
62
Rehmann Capital Advisory Group
Michigan
$223K
EWA
63
EP Wealth Advisors
California
$212K
PFM
64
Phillips Financial Management
Indiana
$184K
SIS
65
Strategic Investment Solutions
Illinois
$179K -$75.4K -1,803 -30%
MFG
66
Mendota Financial Group
Wisconsin
$98.1K -$56.5K -1,367 -37%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$98K +$26.5K +646 +37%
LG
68
LAM Group
Oregon
$89.2K -$1.45K -35 -2%
CAS
69
Coppell Advisory Solutions
Texas
$25.9K +$25.9K +629 New
AF
70
Advisornet Financial
Minnesota
$21.2K -$5.37K -130 -20%
APC
71
Aspire Private Capital
North Carolina
$13.9K +$13.9K +337 New
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$10.1K
AF
73
Allworth Financial
California
$5.87K
HI
74
Harbour Investments
Wisconsin
$868
Citigroup
75
Citigroup
New York
$785 +$785 +19 New