We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $663M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1% more capital invested

Capital invested by funds: $654M → $663M (+$8.72M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 139138 (-1)

1.34% less ownership

Funds ownership: 73.39%72.06% (-1.3%)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.82%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
10
Increased
75
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Shearwater Capital
Colorado
$1.66M +$16.6K +399 +1%
OFA
52
Onyx Financial Advisors
Idaho
$1.59M +$522K +12,551 +49%
SAG
53
SageView Advisory Group
California
$1.57M +$6.28K +151 +0.4%
TAM
54
TCP Asset Management
Ohio
$1.56M +$120K +2,899 +8%
WCWM
55
Willow Creek Wealth Management
California
$1.48M -$28.1K -677 -2%
EH
56
Equitable Holdings
New York
$1.44M +$27.4K +659 +2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.42M +$754K +18,149 +115%
KA
58
Klingman & Associates
New York
$1.32M -$54.3K -1,307 -4%
VPWA
59
Vestia Personal Wealth Advisors
Indiana
$1.31M +$170K +4,093 +15%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$1.3M +$97.6K +2,348 +8%
PWM
61
PBMares Wealth Management
Virginia
$1.27M -$26.4K -636 -2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$30.6K -736 -2%
SIC
63
Samalin Investment Counsel
New York
$1.22M -$215K -5,178 -15%
FWM
64
FMB Wealth Management
California
$1.22M -$26.3K -632 -2%
TIM
65
Tortoise Investment Management
New York
$1.13M +$250K +6,020 +29%
AF
66
Allworth Financial
California
$1.1M +$9.48K +228 +0.9%
CW
67
CreativeOne Wealth
Kansas
$963K +$42.5K +1,023 +5%
CB
68
Centennial Bank
Arkansas
$931K -$27.6K -665 -3%
TWP
69
Total Wealth Planning
Ohio
$899K -$336K -8,083 -27%
PCA
70
Prosperity Capital Advisors
Ohio
$888K -$10.8K -260 -1%
Jane Street
71
Jane Street
New York
$878K +$508K +12,212 +139%
TIAM2
72
Tru Independence Asset Management 2
Oregon
$837K -$809K -19,475 -49%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$828K +$489K +11,777 +147%
XPN
74
XY Planning Network
Montana
$812K +$63.2K +1,521 +8%
DAS
75
Dynamic Advisor Solutions
Arizona
$792K +$148K +3,567 +23%

DFIP Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2025, worth a combined $663M — up 1.3% from $654M a quarter earlier.

Fund positioning in DFIP was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 75 added to existing stakes and 39 trimmed.

The largest buyer was Fortitude Family Office, adding an estimated $4.07M. The largest seller was IFP Advisors, cutting an estimated $4.19M.

  • 138 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2025, down from 139 in Q1 2025.
  • Funds reported $663M of Dimensional Inflation-Protected Securities ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 10 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2025 was Fortitude Family Office, an estimated $4.07M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2025 was IFP Advisors, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2025.