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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $662M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
OFA
52
Onyx Financial Advisors
Idaho
$1.59M
SAG
53
SageView Advisory Group
California
$1.57M
TAM
54
TCP Asset Management
Ohio
$1.56M
WCWM
55
Willow Creek Wealth Management
California
$1.48M
EH
56
Equitable Holdings
New York
$1.44M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.42M
KA
58
Klingman & Associates
New York
$1.32M
VPWA
59
Vestia Personal Wealth Advisors
Indiana
$1.31M
FPAS
60
Focus Partners Advisor Solutions
Missouri
$1.3M
PWM
61
PBMares Wealth Management
Virginia
$1.27M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.25M
SIC
63
Samalin Investment Counsel
New York
$1.22M
FWM
64
FMB Wealth Management
California
$1.22M
TIM
65
Tortoise Investment Management
New York
$1.13M
AF
66
Allworth Financial
California
$1.1M
CW
67
CreativeOne Wealth
Kansas
$963K
CB
68
Centennial Bank
Arkansas
$931K
TWP
69
Total Wealth Planning
Ohio
$899K
Jane Street
70
Jane Street
New York
$878K
TIAM2
71
Tru Independence Asset Management 2
Oregon
$837K
VAS
72
Vestmark Advisory Solutions
Massachusetts
$828K
XPN
73
XY Planning Network
Montana
$812K
DAS
74
Dynamic Advisor Solutions
Arizona
$792K
FG
75
Foster Group
Iowa
$757K