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Dimensional Inflation-Protected Securities ETF

88 hedge funds and large institutions have $257M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
21
Increased
35
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWA
51
Monograph Wealth Advisors
California
$665K 16,105 +16,105 New
AC
52
Applied Capital
Arkansas
$611K 14,793 -771 -5%
FWM
53
FMB Wealth Management
California
$599K 14,502 +14,502 New
DWM
54
Drive Wealth Management
Utah
$585K 14,169 -3,514 -20%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$476K 11,528 +2,838 +33%
LG
56
LAM Group
Oregon
$418K 10,120 +8,185 +423%
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$389K 9,413 +3,908 +71%
BA
58
Bridge Advisory
California
$380K 9,208 -25,013 -73%
SHFA
59
SC&H Financial Advisors
Maryland
$365K 8,834 -8,404 -49%
HWM
60
HFG Wealth Management
Texas
$349K 8,450 +8,450 New
VH
61
Visionary Horizons
Tennessee
$331K 8,025 +8,025 New
PFM
62
Phillips Financial Management
Indiana
$278K 6,728 -1,058 -14%
MOS
63
MGO One Seven
Ohio
$271K 6,558 -16 -0.2%
CWR
64
Chico Wealth RIA
California
$263K 6,363
EH
65
Equitable Holdings
New York
$254K 6,160 +6,160 New
GTAM
66
Global Trust Asset Management
Florida
$230K 5,578 -3,580 -39%
RCAG
67
Rehmann Capital Advisory Group
Michigan
$230K 5,572 +180 +3%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$228K 5,531 +4,223 +323%
TIM
69
Tortoise Investment Management
New York
$228K 5,515 -390 -7%
MWP
70
Meredith Wealth Planning
Illinois
$227K 5,493 +5,493 New
LPL Financial
71
LPL Financial
California
$223K 5,408 -8,400 -61%
FPAS
72
Focus Partners Advisor Solutions
Missouri
$221K 5,350 -2,286 -30%
MWM
73
Mattern Wealth Management
Kansas
$212K 5,131 -3,162 -38%
EWA
74
Elevate Wealth Advisory
Georgia
$203K 4,928 +4,928 New
EWA
75
EP Wealth Advisors
California
$201K 4,858 -310 -6%