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Dimensional Inflation-Protected Securities ETF

157 hedge funds and large institutions have $770M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
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
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$2.08M
MGW
52
MB Generational Wealth
Washington
$1.99M
EWA
53
Exencial Wealth Advisors
Oklahoma
$1.85M
OFA
54
Onyx Financial Advisors
Idaho
$1.77M
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.75M
SC
56
Shearwater Capital
Colorado
$1.75M
TAM
57
TCP Asset Management
Ohio
$1.73M
EH
58
Equitable Holdings
New York
$1.7M
PGF
59
Plan Group Financial
Oklahoma
$1.68M
Truist Financial
60
Truist Financial
North Carolina
$1.66M
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.63M
SAG
62
SageView Advisory Group
California
$1.61M
CSB
63
City State Bank
Iowa
$1.6M
PIWA
64
Prevail Innovative Wealth Advisors
Kansas
$1.41M
VPWA
65
Vestia Personal Wealth Advisors
Indiana
$1.38M
AWM
66
Axxcess Wealth Management
California
$1.38M
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$1.36M
CW
68
CreativeOne Wealth
Kansas
$1.32M
FWM
69
FMB Wealth Management
California
$1.31M
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.26M
SIC
71
Samalin Investment Counsel
New York
$1.24M
TIM
72
Tortoise Investment Management
New York
$1.12M
KA
73
Klingman & Associates
New York
$1.12M
AF
74
Allworth Financial
California
$1.09M
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.05M