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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

71 hedge funds and large institutions have $167M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
22
Increased
23
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RK
1
Rather & Kittrell
Tennessee
$16M
2
KA
2
Klingman & Associates
New York
$7.33M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.38M
4
LFG
4
Larson Financial Group
Missouri
$9.54M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$3.17M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.66M
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$7.31M
3
MWM
3
Mattern Wealth Management
Kansas
$2.28M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
– -$316K -7,780 Closed
KAS
77
Kestra Advisory Services
Texas
– -$227K -5,593 Closed
DI
78
Disciplined Investments
Oklahoma
– -$193K -4,752 Closed
BFEC
79
Benjamin F. Edwards & Company
Missouri
– -$8K -190 Closed
Morgan Stanley
80
Morgan Stanley
New York
– -$1K -30 Closed
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