Dimensional Inflation-Protected Securities ETF
DFIP
77 hedge funds and large institutions have $207M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $177M → $207M (+$30.2M)
5.68% more ownership
Funds ownership: 46.6% → 52.28% (+5.7%)
3% more funds holding
Funds holding: 75 → 77 (+2)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$11.3M |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$7.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.5M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$3.13M |
| 5 |
PGF
Plan Group Financial
Oklahoma City,
Oklahoma
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$2.1M |
| 2 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
-$876K |
| 3 |
KA
Klingman & Associates
New York
|
-$591K |
| 4 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
-$541K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$539K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of America
Charlotte,
North Carolina
| $835 | +$856 | +21 | New |
|
|
CAS
77
Coppell Advisory Solutions
Coppell,
Texas
| $494 | -$25.2K | -617 | -98% |
|
|
RCM
78
Raleigh Capital Management
Cary,
North Carolina
| $27 | +$41 | +1 | New |
|
|
WFA
79
WMG Financial Advisors
Knoxville,
Tennessee
| – | -$541K | -13,097 | Closed |
|
|
BCI
80
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$409K | -9,901 | Closed |
|
|
OPS
81
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$409K | -9,901 | Closed |
|
|
AF
82
Allworth Financial
Folsom,
California
| – | -$5.87K | -142 | Closed |
|
83
Citigroup
New York
| – | -$785 | -19 | Closed |
|
DFIP Hedge Fund Activity: Q3 2023 in Review
77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2023, worth a combined $207M — up 17% from $177M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DFIP positions and 5 closed out — a net gain of 2 holders — while 38 added to existing stakes and 25 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $11.3M. The largest seller was Sensible Financial Planning & Management, cutting an estimated $2.1M.
- 77 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2023, up from 75 in Q2 2023.
- Funds reported $207M of Dimensional Inflation-Protected Securities ETF stock for Q3 2023, up 17% quarter-over-quarter.
- 7 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $11.3M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2023 was Sensible Financial Planning & Management, an estimated $2.1M sold.
Based on aggregated 13F filings for Q3 2023.