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Dimensional Inflation-Protected Securities ETF

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
Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
CIAS
51
CFS Investment Advisory Services
New Jersey
$2.24M
NL
52
NWAM LLC
Washington
$2.08M
AFA
53
Amicus Financial Advisors
Texas
$2M
MGW
54
MB Generational Wealth
Washington
$1.99M
EWA
55
Exencial Wealth Advisors
Oklahoma
$1.85M
OFA
56
Onyx Financial Advisors
Idaho
$1.77M
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.75M
SC
58
Shearwater Capital
Colorado
$1.75M
TAM
59
TCP Asset Management
Ohio
$1.73M
EH
60
Equitable Holdings
New York
$1.7M
PGF
61
Plan Group Financial
Oklahoma
$1.68M
Truist Financial
62
Truist Financial
North Carolina
$1.66M
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.63M
SAG
64
SageView Advisory Group
California
$1.61M
CSB
65
City State Bank
Iowa
$1.6M
PIWA
66
Prevail Innovative Wealth Advisors
Kansas
$1.41M
VPWA
67
Vestia Personal Wealth Advisors
Indiana
$1.38M
AWM
68
Axxcess Wealth Management
California
$1.38M
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$1.36M
CW
70
CreativeOne Wealth
Kansas
$1.32M
FWM
71
FMB Wealth Management
California
$1.31M
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$1.26M
SIC
73
Samalin Investment Counsel
New York
$1.24M
TIM
74
Tortoise Investment Management
New York
$1.12M
KA
75
Klingman & Associates
New York
$1.12M