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Dimensional Inflation-Protected Securities ETF

146 hedge funds and large institutions have $731M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $663M → $731M (+$68.6M)

6% more funds holding

Funds holding: 138146 (+8)

1.01% more ownership

Funds ownership: 72.06%73.07% (+1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.92%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
15
Increased
82
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$1.83M +$97.3K +2,312 +6%
EWA
52
Exencial Wealth Advisors
Oklahoma
$1.81M -$33K -784 -2%
EH
53
Equitable Holdings
New York
$1.76M +$301K +7,141 +21%
SC
54
Shearwater Capital
Colorado
$1.71M +$29.8K +707 +2%
TAM
55
TCP Asset Management
Ohio
$1.69M +$117K +2,786 +7%
OFA
56
Onyx Financial Advisors
Idaho
$1.64M +$34.1K +810 +2%
SAG
57
SageView Advisory Group
California
$1.59M -$2.48K -59 -0.2%
WCWM
58
Willow Creek Wealth Management
California
$1.51M +$18.7K +445 +1%
VPWA
59
Vestia Personal Wealth Advisors
Indiana
$1.38M +$59.6K +1,415 +5%
FWM
60
FMB Wealth Management
California
$1.33M +$99.6K +2,367 +8%
SIC
61
Samalin Investment Counsel
New York
$1.27M +$38.9K +924 +3%
PWM
62
PBMares Wealth Management
Virginia
$1.27M -$8.42K -200 -0.7%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$17.6K -417 -1%
KA
64
Klingman & Associates
New York
$1.24M -$88.1K -2,094 -7%
TIM
65
Tortoise Investment Management
New York
$1.14M +$631 +15 +0.1%
AF
66
Allworth Financial
California
$1.09M -$13.9K -330 -1%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.05M -$377K -8,945 -26%
FPAS
68
Focus Partners Advisor Solutions
Missouri
$1.02M -$292K -6,946 -22%
CW
69
CreativeOne Wealth
Kansas
$1.02M +$41.9K +996 +4%
CB
70
Centennial Bank
Arkansas
$1.01M +$64.8K +1,540 +7%
PCA
71
Prosperity Capital Advisors
Ohio
$994K +$96.4K +2,291 +11%
TWP
72
Total Wealth Planning
Ohio
$946K +$37K +880 +4%
DAS
73
Dynamic Advisor Solutions
Arizona
$907K +$107K +2,538 +13%
NWM
74
Northwest Wealth Management
Iowa
$825K +$107K +2,542 +15%
XPN
75
XY Planning Network
Montana
$812K

DFIP Hedge Fund Activity: Q3 2025 in Review

146 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2025, worth a combined $731M — up 10% from $663M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 5 closed out — a net gain of 10 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $18.9M. The largest seller was CPA Asset Management, cutting an estimated $3.06M.

  • 146 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $731M of Dimensional Inflation-Protected Securities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2025 was Insight Wealth Strategies, an estimated $18.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2025 was CPA Asset Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.