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Dimensional Inflation-Protected Securities ETF

100 hedge funds and large institutions have $408M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
16
Increased
51
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$877K -$36.1K -885 -4%
FWM
52
FMB Wealth Management
California
$817K +$164K +4,013 +25%
CB
53
Centennial Bank
Arkansas
$786K +$158K +3,869 +25%
FG
54
Foster Group
Iowa
$739K -$1.47K -36 -0.2%
PWIA
55
Porter White Investment Advisors
Alabama
$730K +$42.2K +1,033 +6%
VPWA
56
Vestia Personal Wealth Advisors
Indiana
$664K +$664K +16,256 New
GVAG
57
Great Valley Advisor Group
Delaware
$660K +$660K +16,174 New
AC
58
Applied Capital
Arkansas
$604K
OFA
59
Onyx Financial Advisors
Idaho
$600K +$143K +3,491 +31%
FWP
60
Firethorn Wealth Partners
Georgia
$590K -$145K -3,551 -20%
LPL Financial
61
LPL Financial
California
$564K +$363K +8,891 +180%
VH
62
Visionary Horizons
Tennessee
$468K +$94.7K +2,320 +25%
AFS
63
Annapolis Financial Services
Maryland
$459K -$9.43K -231 -2%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$449K +$216K +5,281 +93%
DWM
65
Drive Wealth Management
Utah
$437K -$49K -1,200 -10%
TWCA
66
Two West Capital Advisors
Kansas
$432K +$432K +10,589 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$428K -$55K -1,348 -11%
PCA
68
Prosperity Capital Advisors
Ohio
$426K +$426K +10,428 New
HWM
69
HFG Wealth Management
Texas
$402K +$46.5K +1,138 +13%
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$393K +$7.27K +178 +2%
SHFA
71
SC&H Financial Advisors
Maryland
$316K -$44.9K -1,099 -12%
MWP
72
Meredith Wealth Planning
Illinois
$297K +$72.2K +1,769 +32%
LIA
73
Lynx Investment Advisory
District of Columbia
$292K +$292K +7,160 New
CWR
74
Chico Wealth RIA
California
$285K +$25.6K +628 +10%
KWM
75
KFG Wealth Management
Indiana
$279K +$54.4K +1,333 +24%