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Dimensional Inflation-Protected Securities ETF
DFIP

128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

148% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 27

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

16% more funds holding

Funds holding: 110 → 128 (+18)

11% more capital invested

Capital invested by funds: $527M → $585M (+$58.2M)

5.61% more ownership

Funds ownership: 67.3% → 72.9% (+5.6%)

Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.69%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
27
Increased
67
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FOA
Five Oceans Advisors
California
+$5.39M
2
FTUS
Flow Traders U.S.
New York
+$4.36M
3
FFO
Fortitude Family Office
Arizona
+$4.33M
4
LEFP
Leading Edge Financial Planning
Tennessee
+$4.06M
5
SIM
Stratos Investment Management
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
B
BetterWealth
California
-$6.6M
2
TIAM2
Tru Independence Asset Management 2
Oregon
-$2.23M
3
SCM
Saxony Capital Management
Missouri
-$2.12M
4
KA
Klingman & Associates
New York
-$2.02M
5
LFG
Larson Financial Group
Missouri
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$1.46M -$40.5K -982 -3%
NL
52
NWAM LLC
Washington
$1.4M +$178K +4,310 +14%
SIC
53
Samalin Investment Counsel
New York
$1.39M -$60.2K -1,458 -4%
KA
54
Klingman & Associates
New York
$1.33M -$2.02M -48,976 -60%
PWM
55
PBMares Wealth Management
Virginia
$1.27M -$32.3K -783 -2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$51.3K -1,243 -4%
TAM
57
TCP Asset Management
Ohio
$1.25M +$174K +4,215 +16%
RFP
58
Root Financial Partners
California
$1.24M -$711K -17,240 -36%
PWIA
59
Porter White Investment Advisors
Alabama
$1.22M +$193K +4,680 +18%
TWP
60
Total Wealth Planning
Ohio
$1.17M +$133K +3,219 +13%
NA
61
NewEdge Advisors
Louisiana
$1.12M +$58.9K +1,426 +5%
AF
62
Allworth Financial
California
$1.05M -$90.5K -2,194 -8%
VPWA
63
Vestia Personal Wealth Advisors
Indiana
$1.03M +$312K +7,570 +42%
OFA
64
Onyx Financial Advisors
Idaho
$987K +$407K +9,865 +68%
FWM
65
FMB Wealth Management
California
$982K +$152K +3,692 +18%
CB
66
Centennial Bank
Arkansas
$925K +$122K +2,953 +15%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$907K -$485K -11,745 -34%
EH
68
Equitable Holdings
New York
$888K -$399K -9,679 -31%
MHB
69
Midwest Heritage Bank
Iowa
$805K -$1.16M -28,110 -59%
GVAG
70
Great Valley Advisor Group
Delaware
$800K +$144K +3,486 +21%
TIM
71
Tortoise Investment Management
New York
$755K +$609K +14,753 +379%
NWM
72
Northwest Wealth Management
Iowa
$752K -$371K -8,980 -33%
FG
73
Foster Group
Iowa
$733K – – –
CW
74
CreativeOne Wealth
Kansas
$716K +$209K +5,061 +40%
XPN
75
XY Planning Network
Montana
$713K +$726K +17,602 New
1 2
3
4 5

DFIP Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2024, worth a combined $585M — up 11% from $527M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIP positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 27 trimmed.

The largest buyer was Five Oceans Advisors, adding an estimated $5.39M. The largest seller was BetterWealth, exiting entirely with an estimated $6.6M sold.

  • 128 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $585M of Dimensional Inflation-Protected Securities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2024 was Five Oceans Advisors, an estimated $5.39M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2024 was BetterWealth, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2024.