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Dimensional Inflation-Protected Securities ETF

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
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Shearwater Capital
Colorado
$1.66M
SAG
52
SageView Advisory Group
California
$1.58M
WCWM
53
Willow Creek Wealth Management
California
$1.51M
SIC
54
Samalin Investment Counsel
New York
$1.45M
TAM
55
TCP Asset Management
Ohio
$1.44M
EH
56
Equitable Holdings
New York
$1.42M
KA
57
Klingman & Associates
New York
$1.38M
NA
58
NewEdge Advisors
Louisiana
$1.33M
PWM
59
PBMares Wealth Management
Virginia
$1.3M
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.3M
FWM
61
FMB Wealth Management
California
$1.26M
TWP
62
Total Wealth Planning
Ohio
$1.25M
FPAS
63
Focus Partners Advisor Solutions
Missouri
$1.21M
RFP
64
Root Financial Partners
California
$1.17M
VPWA
65
Vestia Personal Wealth Advisors
Indiana
$1.15M
AF
66
Allworth Financial
California
$1.08M
OFA
67
Onyx Financial Advisors
Idaho
$1.08M
CB
68
Centennial Bank
Arkansas
$966K
CW
69
CreativeOne Wealth
Kansas
$927K
PCA
70
Prosperity Capital Advisors
Ohio
$906K
TIM
71
Tortoise Investment Management
New York
$880K
GVAG
72
Great Valley Advisor Group
Delaware
$817K
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$781K
FG
74
Foster Group
Iowa
$762K
XPN
75
XY Planning Network
Montana
$754K