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Dimensional Inflation-Protected Securities ETF
DFIP

94 hedge funds and large institutions have $274M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

7% more funds holding

Funds holding: 88 → 94 (+6)

7% more capital invested

Capital invested by funds: $257M → $274M (+$16.9M)

0.8% less ownership

Funds ownership: 54.73% → 53.93% (-0.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
42
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
Heirloom Wealth Management
Colorado
+$5.89M
2
SIM
Stratos Investment Management
Ohio
+$3.55M
3
RK
Rather & Kittrell
Tennessee
+$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.03M
5
LFA
Level Financial Advisors
New York
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.26M
2
RFP
Root Financial Partners
California
-$2.52M
3
AFS
Annapolis Financial Services
Maryland
-$2.32M
4
CAM
CPA Asset Management
Florida
-$701K
5
AC
Apella Capital
Connecticut
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
51
Firethorn Wealth Partners
Georgia
$742K -$360K -8,779 -33%
PWIA
52
Porter White Investment Advisors
Alabama
$695K +$691K +16,846 New
MWA
53
Monograph Wealth Advisors
California
$664K – – –
FWM
54
FMB Wealth Management
California
$660K +$61K +1,487 +10%
CB
55
Centennial Bank
Arkansas
$635K +$631K +15,385 New
AC
56
Applied Capital
Arkansas
$610K – – –
W
57
WPWealth
Texas
$581K +$578K +14,095 New
EH
58
Equitable Holdings
New York
$507K +$251K +6,121 +99%
DWM
59
Drive Wealth Management
Utah
$490K -$93.5K -2,278 -16%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$488K +$12.1K +295 +3%
AFS
61
Annapolis Financial Services
Maryland
$473K -$2.32M -56,500 -83%
OFA
62
Onyx Financial Advisors
Idaho
$463K +$460K +11,214 New
LG
63
LAM Group
Oregon
$418K +$410 +10 +0.1%
GJIA
64
Glass Jacobson Investment Advisors
Maryland
$390K +$1.8K +44 +0.5%
VH
65
Visionary Horizons
Tennessee
$373K +$45.7K +1,115 +14%
SHFA
66
SC&H Financial Advisors
Maryland
$364K – – –
HWM
67
HFG Wealth Management
Texas
$359K +$10.4K +253 +3%
PFM
68
Phillips Financial Management
Indiana
$278K – – –
CWR
69
Chico Wealth RIA
California
$262K – – –
BA
70
Bridge Advisory
California
$257K -$122K -2,979 -32%
MOS
71
MGO One Seven
Ohio
$248K -$22.3K -544 -8%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$235K +$99.4K +2,422 +74%
GTAM
73
Global Trust Asset Management
Florida
$230K – – –
RCAG
74
Rehmann Capital Advisory Group
Michigan
$230K – – –
M&T Bank
75
M&T Bank
New York
$229K +$228K +5,562 New
1 2
3
4 5

DFIP Hedge Fund Activity: Q1 2024 in Review

94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2024, worth a combined $274M — up 6.6% from $257M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Heirloom Wealth Management, adding an estimated $5.89M. The largest seller was Jane Street, exiting entirely with an estimated $3.26M sold.

  • 94 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2024, up from 88 in Q4 2023.
  • Funds reported $274M of Dimensional Inflation-Protected Securities ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2024 was Heirloom Wealth Management, an estimated $5.89M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2024 was Jane Street, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2024.