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Dimensional Inflation-Protected Securities ETF

77 hedge funds and large institutions have $207M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
38
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPA
51
Cardiff Park Advisors
California
$353K 8,878
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$346K 8,690 +3,182 +58%
MWM
53
Mattern Wealth Management
Kansas
$330K 8,293 -819 -9%
PFM
54
Phillips Financial Management
Indiana
$310K 7,786 +3,326 +75%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$304K 7,636 -825 -10%
FCG
56
Financial Connections Group
California
$272K 6,857 -2 -0%
MOS
57
MGO One Seven
Ohio
$261K 6,574 +12 +0.2%
CWR
58
Chico Wealth RIA
California
$253K 6,363
TIM
59
Tortoise Investment Management
New York
$235K 5,905 -4,780 -45%
PFO
60
Pathstone Family Office
New Jersey
$227K 5,716
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$219K 5,505 +63 +1%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$214K 5,392
EWA
63
EP Wealth Advisors
California
$206K 5,168 -13,232 -72%
Osaic Holdings
64
Osaic Holdings
Arizona
$181K 4,542 -1,550 -25%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$116K 2,909 +524 +22%
MFG
66
Mendota Financial Group
Wisconsin
$95.5K 2,402 +27 +1%
LG
67
LAM Group
Oregon
$77K 1,935 -225 -10%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$52.1K 1,308 +1,308 New
US Bancorp
69
US Bancorp
Minnesota
$48.6K 1,222 +1,222 New
HNB
70
Huntington National Bank
Ohio
APC
71
Aspire Private Capital
North Carolina
$13.4K 337
AF
72
Advisornet Financial
Minnesota
$12.7K 318 -194 -38%
OCM
73
Orion Capital Management
California
$12.2K 307 +307 New
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$9.74K 245
HI
75
Harbour Investments
Wisconsin
$835 21