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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
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

1
HWM
Heirloom Wealth Management
Colorado
$34.8M
2
SIM
Stratos Investment Management
Ohio
$3.57M
3
RK
Rather & Kittrell
Tennessee
$11M
4
Citadel Advisors
Citadel Advisors
Florida
$2.04M
5
LFA
Level Financial Advisors
New York
$3.26M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
RFP
Root Financial Partners
California
$3.43M
3
AFS
Annapolis Financial Services
Maryland
$473K
4
CAM
CPA Asset Management
Florida
$16.4M
5
AC
Apella Capital
Connecticut
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
51
Firethorn Wealth Partners
Georgia
$742K -$362K -8,779 -33%
PWIA
52
Porter White Investment Advisors
Alabama
$695K +$695K +16,846 New
MWA
53
Monograph Wealth Advisors
California
$664K – – –
FWM
54
FMB Wealth Management
California
$660K +$61.3K +1,487 +10%
CB
55
Centennial Bank
Arkansas
$635K +$635K +15,385 New
AC
56
Applied Capital
Arkansas
$610K – – –
W
57
WPWealth
Texas
$581K +$581K +14,095 New
EH
58
Equitable Holdings
New York
$507K +$252K +6,121 +99%
DWM
59
Drive Wealth Management
Utah
$490K -$94K -2,278 -16%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$488K +$12.2K +295 +3%
AFS
61
Annapolis Financial Services
Maryland
$473K -$2.33M -56,500 -83%
OFA
62
Onyx Financial Advisors
Idaho
$463K +$463K +11,214 New
LG
63
LAM Group
Oregon
$418K +$413 +10 +0.1%
GJIA
64
Glass Jacobson Investment Advisors
Maryland
$390K +$1.82K +44 +0.5%
VH
65
Visionary Horizons
Tennessee
$373K +$45.4K +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 -$123K -2,979 -32%
MOS
71
MGO One Seven
Ohio
$248K -$22.4K -544 -8%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$235K +$99.9K +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 +$229K +5,562 New
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3
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