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Dimensional Inflation-Protected Securities ETF

88 hedge funds and large institutions have $257M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
21
Increased
35
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIS
76
Strategic Investment Solutions
Illinois
$194K 4,694 -275,974 -98%
Osaic Holdings
77
Osaic Holdings
Arizona
$185K 4,486 -56 -1%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$135K 3,275 +366 +13%
PS
79
Principal Securities
Iowa
$120K 2,904 +2,904 New
UBS Group
80
UBS Group
Switzerland
$82.8K 2,007 +2,007 New
Morgan Stanley
81
Morgan Stanley
New York
$45.1K 1,092 +1,092 New
APC
82
Aspire Private Capital
North Carolina
$17.5K 424 +87 +26%
OCM
83
Orion Capital Management
California
$12.7K 307
AF
84
Advisornet Financial
Minnesota
$11.4K 275 -43 -14%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$10.1K 245
CAS
86
Coppell Advisory Solutions
Texas
$4K 97 +85 +708%
HI
87
Harbour Investments
Wisconsin
$867 21
Fidelity Investments
88
Fidelity Investments
Massachusetts
$784 19 +19 New
AFA
89
Alpha Financial Advisors
North Carolina
-55,384 Closed
RA
90
RFG Advisory
Alabama
-23,164 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-20,462 Closed
CPA
92
Cardiff Park Advisors
California
-8,878 Closed
FCG
93
Financial Connections Group
California
$0 10 -6,847 -100%
MFG
94
Mendota Financial Group
Wisconsin
-2,402 Closed
US Bancorp
95
US Bancorp
Minnesota
-1,222 Closed
Bank of America
96
Bank of America
North Carolina
-21 Closed
RCM
97
Raleigh Capital Management
North Carolina
-1 Closed
HNB
98
Huntington National Bank
Ohio
CFGS
99
Concourse Financial Group Securities
Alabama