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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
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$18.9M
2 +$6.61M
3 +$6.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.81M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.04M

Top Sellers

1 -$3.06M
2 -$2.29M
3 -$1.35M
4
BH
Burk Holdings
Oklahoma
-$653K
5
UBS Group
UBS Group
Switzerland
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$1.83M
EWA
52
Exencial Wealth Advisors
Oklahoma
$1.81M
EH
53
Equitable Holdings
New York
$1.76M
SC
54
Shearwater Capital
Colorado
$1.71M
TAM
55
TCP Asset Management
Ohio
$1.69M
OFA
56
Onyx Financial Advisors
Idaho
$1.64M
SAG
57
SageView Advisory Group
California
$1.59M
WCWM
58
Willow Creek Wealth Management
California
$1.51M
VPWA
59
Vestia Personal Wealth Advisors
Indiana
$1.38M
FWM
60
FMB Wealth Management
California
$1.33M
SIC
61
Samalin Investment Counsel
New York
$1.27M
PWM
62
PBMares Wealth Management
Virginia
$1.27M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.25M
KA
64
Klingman & Associates
New York
$1.24M
TIM
65
Tortoise Investment Management
New York
$1.14M
AF
66
Allworth Financial
California
$1.09M
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.05M
FPAS
68
Focus Partners Advisor Solutions
Missouri
$1.02M
CW
69
CreativeOne Wealth
Kansas
$1.02M
CB
70
Centennial Bank
Arkansas
$1.01M
PCA
71
Prosperity Capital Advisors
Ohio
$994K
TWP
72
Total Wealth Planning
Ohio
$946K
DAS
73
Dynamic Advisor Solutions
Arizona
$907K
NWM
74
Northwest Wealth Management
Iowa
$825K
XPN
75
XY Planning Network
Montana
$812K