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Dimensional Inflation-Protected Securities ETF
DFIP

139 hedge funds and large institutions have $654M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $585M → $654M (+$69.3M)

9% more funds holding

Funds holding: 128 → 139 (+11)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

0.49% more ownership

Funds ownership: 72.9% → 73.39% (+0.49%)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
14
Increased
75
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
Hemington Wealth Management
Virginia
+$19.4M
2
PCI
Planning Center Inc
Illinois
+$3.95M
3
MMI
Matson Money Inc
Ohio
+$2.39M
4
PS
Pinney & Scofield
Massachusetts
+$2.05M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
FOA
Five Oceans Advisors
California
-$3.63M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.22M
3
EP
Essential Planning
New Hampshire
-$2.16M
4
CW
Curio Wealth
Maryland
-$1.93M
5
FTUS
Flow Traders U.S.
New York
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Shearwater Capital
Colorado
$1.66M +$26.2K +636 +2%
SAG
52
SageView Advisory Group
California
$1.58M +$4.46K +108 +0.3%
WCWM
53
Willow Creek Wealth Management
California
$1.51M +$578 +14 +0%
SIC
54
Samalin Investment Counsel
New York
$1.45M +$4.13K +100 +0.3%
TAM
55
TCP Asset Management
Ohio
$1.44M +$143K +3,455 +11%
EH
56
Equitable Holdings
New York
$1.42M +$491K +11,909 +54%
KA
57
Klingman & Associates
New York
$1.38M – – –
NA
58
NewEdge Advisors
Louisiana
$1.33M +$161K +3,902 +14%
PWM
59
PBMares Wealth Management
Virginia
$1.3M -$14.2K -344 -1%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$5.32K -129 -0.4%
FWM
61
FMB Wealth Management
California
$1.26M +$232K +5,614 +23%
TWP
62
Total Wealth Planning
Ohio
$1.25M +$28.8K +697 +2%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$1.21M +$262K +6,355 +28%
RFP
64
Root Financial Partners
California
$1.17M -$124K -2,995 -10%
VPWA
65
Vestia Personal Wealth Advisors
Indiana
$1.15M +$71.8K +1,740 +7%
AF
66
Allworth Financial
California
$1.08M +$7.63K +185 +0.7%
OFA
67
Onyx Financial Advisors
Idaho
$1.08M +$48.9K +1,186 +5%
CB
68
Centennial Bank
Arkansas
$966K +$3.22K +78 +0.3%
CW
69
CreativeOne Wealth
Kansas
$927K +$179K +4,346 +25%
PCA
70
Prosperity Capital Advisors
Ohio
$906K +$192K +4,656 +28%
TIM
71
Tortoise Investment Management
New York
$880K +$92.6K +2,245 +12%
GVAG
72
Great Valley Advisor Group
Delaware
$817K -$14.8K -358 -2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$781K +$174K +4,217 +29%
FG
74
Foster Group
Iowa
$762K – – –
XPN
75
XY Planning Network
Montana
$754K +$12.1K +293 +2%
1 2
3
4 5

DFIP Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2025, worth a combined $654M — up 12% from $585M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFIP positions and 3 closed out — a net gain of 11 holders — while 75 added to existing stakes and 36 trimmed.

The largest buyer was Hemington Wealth Management, adding an estimated $19.4M. The largest seller was Five Oceans Advisors, cutting an estimated $3.63M.

  • 139 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $654M of Dimensional Inflation-Protected Securities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 14 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2025 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2025 was Hemington Wealth Management, an estimated $19.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2025 was Five Oceans Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q1 2025.