Dimensional Inflation-Protected Securities ETF
DFIP
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.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
66% more capital invested
Capital invested by funds: $101M → $167M (+$66.8M)
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
18% more funds holding
Funds holding: 60 → 71 (+11)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.23% more ownership
Funds ownership: 45.8% → 50.02% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RK
Rather & Kittrell
Knoxville,
Tennessee
|
+$15.4M |
| 2 |
KA
Klingman & Associates
New York
|
+$5.01M |
| 3 |
Goldman Sachs
New York
|
+$4.4M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$3.88M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$6.32M |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$4.73M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$2.81M |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$2.31M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
76
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$316K | -7,780 | Closed |
|
|
KAS
77
Kestra Advisory Services
Austin,
Texas
| – | -$227K | -5,593 | Closed |
|
|
DI
78
Disciplined Investments
Tulsa,
Oklahoma
| – | -$193K | -4,752 | Closed |
|
|
BFEC
79
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$8K | -190 | Closed |
|
80
Morgan Stanley
New York
| – | -$1K | -30 | Closed |
|
DFIP Hedge Fund Activity: Q4 2022 in Review
71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2022, worth a combined $167M — up 66% from $101M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DFIP positions and 10 closed out — a net gain of 12 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Rather & Kittrell, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $6.32M.
- 71 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2022, up from 60 in Q3 2022.
- Funds reported $167M of Dimensional Inflation-Protected Securities ETF stock for Q4 2022, up 66% quarter-over-quarter.
- 22 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2022 and 10 closed out, a net change of +12 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2022 was Rather & Kittrell, an estimated $15.4M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $6.32M sold.
Based on aggregated 13F filings for Q4 2022.