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Dimensional Inflation-Protected Securities ETF

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
Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.7%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
27
Increased
67
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
51
Willow Creek Wealth Management
California
$1.46M -$39.8K -982 -3%
NL
52
NWAM LLC
Washington
$1.4M +$175K +4,310 +14%
SIC
53
Samalin Investment Counsel
New York
$1.39M -$59K -1,458 -4%
KA
54
Klingman & Associates
New York
$1.33M -$1.98M -48,976 -60%
PWM
55
PBMares Wealth Management
Virginia
$1.27M -$31.7K -783 -2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$50.3K -1,243 -4%
TAM
57
TCP Asset Management
Ohio
$1.25M +$171K +4,215 +16%
RFP
58
Root Financial Partners
California
$1.24M -$698K -17,240 -36%
PWIA
59
Porter White Investment Advisors
Alabama
$1.22M +$189K +4,680 +18%
TWP
60
Total Wealth Planning
Ohio
$1.17M +$130K +3,219 +13%
NA
61
NewEdge Advisors
Louisiana
$1.12M +$57.7K +1,426 +5%
AF
62
Allworth Financial
California
$1.05M -$89.2K -2,194 -8%
VPWA
63
Vestia Personal Wealth Advisors
Indiana
$1.03M +$307K +7,570 +42%
OFA
64
Onyx Financial Advisors
Idaho
$987K +$399K +9,865 +68%
FWM
65
FMB Wealth Management
California
$982K +$149K +3,692 +18%
CB
66
Centennial Bank
Arkansas
$925K +$120K +2,953 +15%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$907K -$476K -11,745 -34%
EH
68
Equitable Holdings
New York
$888K -$392K -9,679 -31%
MHB
69
Midwest Heritage Bank
Iowa
$805K -$1.14M -28,110 -59%
GVAG
70
Great Valley Advisor Group
Delaware
$800K +$141K +3,486 +21%
TIM
71
Tortoise Investment Management
New York
$755K +$597K +14,753 +379%
NWM
72
Northwest Wealth Management
Iowa
$752K -$364K -8,980 -33%
FG
73
Foster Group
Iowa
$733K
CW
74
CreativeOne Wealth
Kansas
$716K +$205K +5,061 +40%
XPN
75
XY Planning Network
Montana
$713K +$713K +17,602 New