We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF
DFIP

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

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

49% more capital invested

Capital invested by funds: $274M → $408M (+$134M)

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

9.43% more ownership

Funds ownership: 53.93% → 63.36% (+9.4%)

6% more funds holding

Funds holding: 94 → 100 (+6)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
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
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$83.7M
2
PCI
Planning Center Inc
Illinois
+$30.1M
3
GWA
Geometric Wealth Advisors
District of Columbia
+$9.75M
4
HWM
Heirloom Wealth Management
Colorado
+$4.35M
5
SIM
Stratos Investment Management
Ohio
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.23M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.62M
3
SAG
SageView Advisory Group
California
-$1.43M
4
LFG
Larson Financial Group
Missouri
-$1.27M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$663K +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 +$142K +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 +$215K +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 +$46.4K +1,138 +13%
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$393K +$7.26K +178 +2%
SHFA
71
SC&H Financial Advisors
Maryland
$316K -$44.8K -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%
1 2
3
4 5

DFIP Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2024, worth a combined $408M — up 49% from $274M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFIP positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $83.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.23M sold.

  • 100 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $408M of Dimensional Inflation-Protected Securities ETF stock for Q2 2024, up 49% quarter-over-quarter.
  • 16 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2024 was Matson Money Inc, an estimated $83.7M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2024 was Flow Traders U.S., an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.