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Dimensional Inflation-Protected Securities ETF

94 hedge funds and large institutions have $274M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
42
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
76
Meredith Wealth Planning
Illinois
$227K +$743 +18 +0.3%
KWM
77
KFG Wealth Management
Indiana
$227K +$227K +5,502 New
LPL Financial
78
LPL Financial
California
$203K -$19.9K -482 -9%
EWA
79
EP Wealth Advisors
California
$176K -$24.7K -599 -12%
Osaic Holdings
80
Osaic Holdings
Arizona
$142K -$43.1K -1,046 -23%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$130K -$97.8K -2,369 -43%
PS
82
Principal Securities
Iowa
$120K
TIM
83
Tortoise Investment Management
New York
$114K -$113K -2,750 -50%
UBS Group
84
UBS Group
Switzerland
$80.1K -$2.72K -66 -3%
EWA
85
Elevate Wealth Advisory
Georgia
$79.2K -$124K -3,009 -61%
MG
86
Mather Group
Illinois
$65.4K +$65.4K +1,585 New
SWM
87
Spire Wealth Management
Virginia
$64.3K +$64.3K +1,559 New
PO
88
Private Ocean
California
$35.1K +$35.1K +851 New
APC
89
Aspire Private Capital
North Carolina
$22.5K +$4.99K +121 +29%
SAM
90
Smartleaf Asset Management
Massachusetts
$17.6K +$17.6K +428 New
OCM
91
Orion Capital Management
California
$12.7K
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$10.1K
SIC
93
SJS Investment Consulting
Ohio
$6.89K +$6.89K +167 New
HI
94
Harbour Investments
Wisconsin
$866
GI
95
Gradient Investments
Minnesota
$3
Jane Street
96
Jane Street
New York
-$3.26M -78,998 Closed
FPAS
97
Focus Partners Advisor Solutions
Missouri
-$221K -5,350 Closed
MWM
98
Mattern Wealth Management
Kansas
-$212K -5,131 Closed
Morgan Stanley
99
Morgan Stanley
New York
-$45.1K -1,092 Closed
AF
100
Advisornet Financial
Minnesota
-$11.4K -275 Closed