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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
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.29%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Shearwater Capital
Colorado
$1.66M +$26.8K +636 +2%
SAG
52
SageView Advisory Group
California
$1.58M +$4.55K +108 +0.3%
WCWM
53
Willow Creek Wealth Management
California
$1.51M +$590 +14 +0%
SIC
54
Samalin Investment Counsel
New York
$1.45M +$4.21K +100 +0.3%
TAM
55
TCP Asset Management
Ohio
$1.44M +$145K +3,455 +11%
EH
56
Equitable Holdings
New York
$1.42M +$502K +11,909 +54%
KA
57
Klingman & Associates
New York
$1.38M
NA
58
NewEdge Advisors
Louisiana
$1.33M +$164K +3,902 +14%
PWM
59
PBMares Wealth Management
Virginia
$1.3M -$14.5K -344 -1%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$5.43K -129 -0.4%
FWM
61
FMB Wealth Management
California
$1.26M +$236K +5,614 +23%
TWP
62
Total Wealth Planning
Ohio
$1.25M +$29.4K +697 +2%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$1.21M +$268K +6,355 +28%
RFP
64
Root Financial Partners
California
$1.17M -$126K -2,995 -10%
VPWA
65
Vestia Personal Wealth Advisors
Indiana
$1.15M +$73.3K +1,740 +7%
AF
66
Allworth Financial
California
$1.08M +$7.71K +185 +0.7%
OFA
67
Onyx Financial Advisors
Idaho
$1.08M +$49.9K +1,186 +5%
CB
68
Centennial Bank
Arkansas
$966K +$3.29K +78 +0.3%
CW
69
CreativeOne Wealth
Kansas
$927K +$183K +4,346 +25%
PCA
70
Prosperity Capital Advisors
Ohio
$906K +$196K +4,656 +28%
TIM
71
Tortoise Investment Management
New York
$880K +$94.5K +2,245 +12%
GVAG
72
Great Valley Advisor Group
Delaware
$817K -$15.1K -358 -2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$781K +$178K +4,217 +29%
FG
74
Foster Group
Iowa
$762K
XPN
75
XY Planning Network
Montana
$754K +$12.3K +293 +2%