DFIP icon

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
-1
Holders Change %
-0.72%
% of All Funds
1.85%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.3%
New
11
Increased
74
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Shearwater Capital
Colorado
$1.66M +$16.7K +399 +1%
OFA
52
Onyx Financial Advisors
Idaho
$1.59M +$525K +12,551 +49%
SAG
53
SageView Advisory Group
California
$1.57M +$6.3K +151 +0.4%
TAM
54
TCP Asset Management
Ohio
$1.56M +$121K +2,899 +8%
WCWM
55
Willow Creek Wealth Management
California
$1.48M -$28.3K -677 -2%
EH
56
Equitable Holdings
New York
$1.44M +$27.6K +659 +2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.42M +$759K +18,149 +115%
KA
58
Klingman & Associates
New York
$1.32M -$54.6K -1,307 -4%
VPWA
59
Vestia Personal Wealth Advisors
Indiana
$1.31M +$171K +4,093 +15%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$1.3M +$98.2K +2,348 +8%
PWM
61
PBMares Wealth Management
Virginia
$1.27M -$26.6K -636 -2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$30.7K -736 -2%
SIC
63
Samalin Investment Counsel
New York
$1.22M -$216K -5,178 -15%
FWM
64
FMB Wealth Management
California
$1.22M -$26.4K -632 -2%
TIM
65
Tortoise Investment Management
New York
$1.13M +$252K +6,020 +29%
AF
66
Allworth Financial
California
$1.1M +$9.53K +228 +0.9%
CW
67
CreativeOne Wealth
Kansas
$963K +$42.8K +1,023 +5%
CB
68
Centennial Bank
Arkansas
$931K -$27.8K -665 -3%
TWP
69
Total Wealth Planning
Ohio
$899K -$338K -8,083 -27%
Jane Street
70
Jane Street
New York
$878K +$511K +12,212 +139%
TIAM2
71
Tru Independence Asset Management 2
Oregon
$837K -$814K -19,475 -49%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$828K +$492K +11,777 +147%
XPN
73
XY Planning Network
Montana
$812K +$63.6K +1,521 +8%
DAS
74
Dynamic Advisor Solutions
Arizona
$792K +$149K +3,567 +23%
FG
75
Foster Group
Iowa
$757K