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Dimensional Inflation-Protected Securities ETF

100 hedge funds and large institutions have $408M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
16
Increased
51
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
76
Phillips Financial Management
Indiana
$275K
DAS
77
Dynamic Advisor Solutions
Arizona
$268K +$268K +6,572 New
Jane Street
78
Jane Street
New York
$229K +$229K +5,607 New
RCAG
79
Rehmann Capital Advisory Group
Michigan
$228K
GTAM
80
Global Trust Asset Management
Florida
$224K -$4.08K -100 -2%
MOS
81
MGO One Seven
Ohio
$209K -$36.6K -897 -15%
BWM
82
Blossom Wealth Management
California
$205K +$205K +5,016 New
LG
83
LAM Group
Oregon
$188K -$225K -5,520 -54%
Osaic Holdings
84
Osaic Holdings
Arizona
$188K +$47.7K +1,167 +34%
EWA
85
EP Wealth Advisors
California
$176K +$1.92K +47 +1%
APC
86
Aspire Private Capital
North Carolina
$166K +$143K +3,512 +644%
TIM
87
Tortoise Investment Management
New York
$159K +$45.9K +1,125 +41%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$130K +$980 +24 +0.8%
PS
89
Principal Securities
Iowa
$124K +$5.47K +134 +5%
SIS
90
Strategic Investment Solutions
Illinois
$94.3K +$94.3K +2,272 New
EWA
91
Elevate Wealth Advisory
Georgia
$78.4K
SWM
92
Spire Wealth Management
Virginia
$46.6K -$17.1K -419 -27%
PO
93
Private Ocean
California
$34.8K
CMP
94
Coston McIsaac & Partners
Maine
$22K +$22K +551 New
Morgan Stanley
95
Morgan Stanley
New York
$20.1K +$20.1K +491 New
SAM
96
Smartleaf Asset Management
Massachusetts
$17.5K
OCM
97
Orion Capital Management
California
$14.7K +$2.16K +53 +17%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$7.68K -$2.33K -57 -23%
Wells Fargo
99
Wells Fargo
California
$3.51K +$3.51K +86 New
CAS
100
Coppell Advisory Solutions
Texas
$3.14K +$3.14K +77 New