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Dimensional Inflation-Protected Securities ETF
DFIP

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

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

146% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 24

29% more capital invested

Capital invested by funds: $408M → $527M (+$118M)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

10% more funds holding

Funds holding: 100 → 110 (+10)

3.94% more ownership

Funds ownership: 63.36% → 67.3% (+3.9%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.58%
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
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$59.9M
2
PWS
Physician Wealth Solutions
Nevada
+$8.68M
3
HWM
Hemington Wealth Management
Virginia
+$4.08M
4
KWM
KFG Wealth Management
Indiana
+$4.01M
5
LEFP
Leading Edge Financial Planning
Tennessee
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.5M
2
SIG
Spinnaker Investment Group
California
-$1.88M
3
LFG
Larson Financial Group
Missouri
-$940K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$654K
5
AFG
Altiora Financial Group
Ohio
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
51
Northwest Wealth Management
Iowa
$1.17M +$1.17K +28 +0.1%
TAM
52
TCP Asset Management
Ohio
$1.13M +$125K +2,995 +13%
NA
53
NewEdge Advisors
Louisiana
$1.11M -$528K -12,663 -33%
TWP
54
Total Wealth Planning
Ohio
$1.09M -$123K -2,942 -10%
PWIA
55
Porter White Investment Advisors
Alabama
$1.08M +$316K +7,591 +42%
LPL Financial
56
LPL Financial
California
$1.06M +$471K +11,315 +82%
EWA
57
Exencial Wealth Advisors
Oklahoma
$925K +$16.4K +393 +2%
FWM
58
FMB Wealth Management
California
$870K +$23.6K +566 +3%
CB
59
Centennial Bank
Arkansas
$841K +$27K +649 +3%
FG
60
Foster Group
Iowa
$765K – – –
VPWA
61
Vestia Personal Wealth Advisors
Indiana
$756K +$67.8K +1,627 +10%
GVAG
62
Great Valley Advisor Group
Delaware
$688K +$4.42K +106 +0.7%
SIG
63
Spinnaker Investment Group
California
$672K -$1.88M -45,216 -74%
PCA
64
Prosperity Capital Advisors
Ohio
$656K +$212K +5,077 +49%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$642K +$196K +4,700 +45%
FWP
66
Firethorn Wealth Partners
Georgia
$627K +$15.8K +380 +3%
AC
67
Applied Capital
Arkansas
$625K – – –
OFA
68
Onyx Financial Advisors
Idaho
$614K -$7.96K -191 -1%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$553K +$86.4K +2,073 +19%
AFS
70
Annapolis Financial Services
Maryland
$552K +$76K +1,824 +16%
CW
71
CreativeOne Wealth
Kansas
$533K +$525K +12,613 New
VH
72
Visionary Horizons
Tennessee
$498K +$13.3K +320 +3%
DAS
73
Dynamic Advisor Solutions
Arizona
$464K +$183K +4,398 +67%
DWM
74
Drive Wealth Management
Utah
$442K -$10.3K -247 -2%
APC
75
Aspire Private Capital
North Carolina
$423K +$248K +5,959 +147%
1 2
3
4 5

DFIP Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2024, worth a combined $527M — up 29% from $408M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 4 closed out — a net gain of 11 holders — while 59 added to existing stakes and 24 trimmed.

The largest buyer was Matson Money Inc, adding an estimated $59.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.

  • 110 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $527M of Dimensional Inflation-Protected Securities ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2024 was Matson Money Inc, an estimated $59.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2024.