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Dimensional Inflation-Protected Securities ETF

110 hedge funds and large institutions have $527M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
15
Increased
59
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
51
Northwest Wealth Management
Iowa
$1.17M +$1.18K +28 +0.1%
TAM
52
TCP Asset Management
Ohio
$1.13M +$127K +2,995 +13%
NA
53
NewEdge Advisors
Louisiana
$1.11M -$535K -12,663 -33%
TWP
54
Total Wealth Planning
Ohio
$1.09M -$124K -2,942 -10%
PWIA
55
Porter White Investment Advisors
Alabama
$1.08M +$321K +7,591 +42%
LPL Financial
56
LPL Financial
California
$1.06M +$478K +11,315 +82%
EWA
57
Exencial Wealth Advisors
Oklahoma
$925K +$16.6K +393 +2%
FWM
58
FMB Wealth Management
California
$870K +$23.9K +566 +3%
CB
59
Centennial Bank
Arkansas
$841K +$27.4K +649 +3%
FG
60
Foster Group
Iowa
$765K
VPWA
61
Vestia Personal Wealth Advisors
Indiana
$756K +$68.8K +1,627 +10%
GVAG
62
Great Valley Advisor Group
Delaware
$688K +$4.48K +106 +0.7%
SIG
63
Spinnaker Investment Group
California
$672K -$1.91M -45,216 -74%
PCA
64
Prosperity Capital Advisors
Ohio
$656K +$215K +5,077 +49%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$642K +$199K +4,700 +45%
FWP
66
Firethorn Wealth Partners
Georgia
$627K +$16.1K +380 +3%
AC
67
Applied Capital
Arkansas
$625K
OFA
68
Onyx Financial Advisors
Idaho
$614K -$8.08K -191 -1%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$553K +$87.8K +2,073 +19%
AFS
70
Annapolis Financial Services
Maryland
$552K +$77.1K +1,824 +16%
CW
71
CreativeOne Wealth
Kansas
$533K +$533K +12,613 New
VH
72
Visionary Horizons
Tennessee
$498K +$13.5K +320 +3%
DAS
73
Dynamic Advisor Solutions
Arizona
$464K +$186K +4,398 +67%
DWM
74
Drive Wealth Management
Utah
$442K -$10.4K -247 -2%
APC
75
Aspire Private Capital
North Carolina
$423K +$252K +5,959 +147%