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Dimensional Inflation-Protected Securities ETF

144 hedge funds and large institutions have $740M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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 Sellers

1 -$3.07M
2 -$2.3M
3 -$1.36M
4
BH
Burk Holdings
Oklahoma
-$653K
5
UBS Group
UBS Group
Switzerland
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.92M
NL
52
NWAM LLC
Washington
$1.83M
EWA
53
Exencial Wealth Advisors
Oklahoma
$1.81M
EH
54
Equitable Holdings
New York
$1.76M
SC
55
Shearwater Capital
Colorado
$1.71M
TAM
56
TCP Asset Management
Ohio
$1.69M
OFA
57
Onyx Financial Advisors
Idaho
$1.64M
SAG
58
SageView Advisory Group
California
$1.59M
WCWM
59
Willow Creek Wealth Management
California
$1.51M
VPWA
60
Vestia Personal Wealth Advisors
Indiana
$1.38M
FWM
61
FMB Wealth Management
California
$1.33M
SIC
62
Samalin Investment Counsel
New York
$1.27M
PWM
63
PBMares Wealth Management
Virginia
$1.27M
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.25M
KA
65
Klingman & Associates
New York
$1.24M
TIM
66
Tortoise Investment Management
New York
$1.14M
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