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Dimensional Inflation-Protected Securities ETF
DFIP

159 hedge funds and large institutions have $775M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

9% more funds holding

Funds holding: 146 → 159 (+13)

6% more capital invested

Capital invested by funds: $731M → $775M (+$43.3M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.18% more ownership

Funds ownership: 73.07% → 74.25% (+1.2%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
30
Increased
82
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$47M
2
SC
Savant Capital
Illinois
+$10.1M
3
MMI
Matson Money Inc
Ohio
+$6.82M
4
FFO
Fortitude Family Office
Arizona
+$6.06M
5
PCI
Planning Center Inc
Illinois
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
-$19M
2
CAM
CPA Asset Management
Florida
-$8.16M
3
FFM
Forum Financial Management
Illinois
-$3.21M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.66M
5
SCM
Saxony Capital Management
Missouri
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
CFS Investment Advisory Services
New Jersey
$2.24M +$188K +4,469 +9%
NL
52
NWAM LLC
Washington
$2.08M +$287K +6,827 +16%
AFA
53
Amicus Financial Advisors
Texas
$2M +$2.02M +48,084 New
MGW
54
MB Generational Wealth
Washington
$1.99M +$1.65M +39,248 +459%
EWA
55
Exencial Wealth Advisors
Oklahoma
$1.85M +$74K +1,758 +4%
OFA
56
Onyx Financial Advisors
Idaho
$1.77M +$150K +3,574 +9%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.75M -$138K -3,290 -7%
SC
58
Shearwater Capital
Colorado
$1.75M +$66.9K +1,589 +4%
TAM
59
TCP Asset Management
Ohio
$1.73M +$73.5K +1,746 +4%
EH
60
Equitable Holdings
New York
$1.7M -$34.1K -811 -2%
PGF
61
Plan Group Financial
Oklahoma
$1.68M -$1.09M -25,800 -39%
Truist Financial
62
Truist Financial
North Carolina
$1.66M +$1.28M +30,496 +326%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.63M +$598K +14,223 +57%
SAG
64
SageView Advisory Group
California
$1.61M +$45.2K +1,074 +3%
CSB
65
City State Bank
Iowa
$1.6M +$1.1M +26,250 +216%
PIWA
66
Prevail Innovative Wealth Advisors
Kansas
$1.41M +$1.42M +33,840 New
VPWA
67
Vestia Personal Wealth Advisors
Indiana
$1.38M +$23.5K +559 +2%
AWM
68
Axxcess Wealth Management
California
$1.38M +$1.4M +33,194 New
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$1.36M -$2.66M -63,104 -66%
CW
70
CreativeOne Wealth
Kansas
$1.32M +$325K +7,713 +32%
FWM
71
FMB Wealth Management
California
$1.31M -$842 -20 -0.1%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$28.4K +675 +2%
SIC
73
Samalin Investment Counsel
New York
$1.24M -$9.21K -219 -0.7%
TIM
74
Tortoise Investment Management
New York
$1.12M +$799 +19 +0.1%
KA
75
Klingman & Associates
New York
$1.12M -$105K -2,507 -9%
1 2
3
4 5

DFIP Hedge Fund Activity: Q4 2025 in Review

159 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2025, worth a combined $775M — up 5.9% from $731M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIP positions and 11 closed out — a net gain of 19 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $47M. The largest seller was Insight Wealth Strategies, exiting entirely with an estimated $19M sold.

  • 159 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $775M of Dimensional Inflation-Protected Securities ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 30 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2025 and 11 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2025 was Beacon Pointe Advisors, an estimated $47M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2025 was Insight Wealth Strategies, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2025.