Dimensional Inflation-Protected Securities ETF
DFIP
75 hedge funds and large institutions have $177M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more capital invested
Capital invested by funds: $166M → $177M (+$11.1M)
3% more funds holding
Funds holding: 73 → 75 (+2)
1.48% more ownership
Funds ownership: 45.12% → 46.6% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$2.1M |
| 2 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
+$2.09M |
| 3 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$2.08M |
| 4 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$1.45M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.12M |
| 3 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$709K |
| 4 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$436K |
| 5 |
OCM
Orion Capital Management
Coronado,
California
|
-$345K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
76
Orion Capital Management
Coronado,
California
| – | -$345K | -8,049 | Closed |
|
|
3LCM
77
3D/L Capital Management
Hartford,
Connecticut
| – | -$202K | -4,717 | Closed |
|
|
NSIM
78
North Star Investment Management
Chicago,
Illinois
| – | -$22.5K | -526 | Closed |
|
79
UBS Group
Zurich,
Switzerland
| – | -$22.4K | -523 | Closed |
|
80
Bank of America
Charlotte,
North Carolina
| – | -$15.1K | -353 | Closed |
|
|
NA
81
NewEdge Advisors
New Orleans,
Louisiana
| – | -$11.8K | -275 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$43 | -1 | Closed |
|
DFIP Hedge Fund Activity: Q2 2023 in Review
75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2023, worth a combined $177M — up 6.7% from $166M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DFIP positions and 7 closed out — a net gain of 3 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was Larson Financial Group, adding an estimated $2.1M. The largest seller was Citadel Advisors, cutting an estimated $1.2M.
- 75 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2023, up from 73 in Q1 2023.
- Funds reported $177M of Dimensional Inflation-Protected Securities ETF stock for Q2 2023, up 6.7% quarter-over-quarter.
- 10 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2023 and 7 closed out, a net change of +3 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2023 was Larson Financial Group, an estimated $2.1M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2023.