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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
38
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$11.4M
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$7.97M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.41M
4
HIGP
4
Hill Investment Group Partners
Missouri
$28.3M
5
PGF
5
Plan Group Financial
Oklahoma
$5.87M

Top Sellers

1
SFPM
1
Sensible Financial Planning & Management
Massachusetts
$2.04M
2
LEFP
2
Leading Edge Financial Planning
Tennessee
$9.85M
3
KA
3
Klingman & Associates
New York
$6.65M
4
WFA
4
WMG Financial Advisors
Tennessee
$0
5
EWA
5
EP Wealth Advisors
California
$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$835 +$835 +21 New
CAS
77
Coppell Advisory Solutions
Texas
$494 -$25.4K -617 -98%
RCM
78
Raleigh Capital Management
North Carolina
$27 +$27 +1 New
WFA
79
WMG Financial Advisors
Tennessee
– -$541K -13,097 Closed
BCI
80
Brinker Capital Investments
Pennsylvania
– -$409K -9,901 Closed
OPS
81
Orion Portfolio Solutions
Nebraska
– -$409K -9,901 Closed
AF
82
Allworth Financial
California
– -$5.87K -142 Closed
Citigroup
83
Citigroup
New York
– -$785 -19 Closed
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