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Dimensional Inflation-Protected Securities ETF

147 hedge funds and large institutions have $741M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
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
XPN
76
XY Planning Network
Montana
$812K
FG
77
Foster Group
Iowa
$764K
BPA
78
Beacon Pointe Advisors
California
$730K
CW
79
Curio Wealth
Maryland
$725K
LPL Financial
80
LPL Financial
California
$723K
VH
81
Visionary Horizons
Tennessee
$643K
Jane Street
82
Jane Street
New York
$643K
AC
83
Applied Capital
Arkansas
$643K
RFP
84
Root Financial Partners
California
$620K
FWP
85
Firethorn Wealth Partners
Georgia
$601K
TIAM2
86
Tru Independence Asset Management 2
Oregon
$590K
MWM
87
Modera Wealth Management
New Jersey
$542K
APC
88
Aspire Private Capital
North Carolina
$523K
CSB
89
City State Bank
Iowa
$513K
FIA
90
Foundations Investment Advisors
Arizona
$506K
HWM
91
HFG Wealth Management
Texas
$450K
NA
92
Note Advisors
New York
$435K
GJIA
93
Glass Jacobson Investment Advisors
Maryland
$421K
VAS
94
Vestmark Advisory Solutions
Massachusetts
$405K
Truist Financial
95
Truist Financial
North Carolina
$396K
SIS
96
Strategic Investment Solutions
Illinois
$394K
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$392K
FFA
98
Farther Finance Advisors
California
$380K
SA
99
Stewardship Advisors
Pennsylvania
$380K
MGW
100
MB Generational Wealth
Washington
$361K