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Dimensional Inflation-Protected Securities ETF
DFIP

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

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

49% more capital invested

Capital invested by funds: $274M → $408M (+$134M)

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

9.43% more ownership

Funds ownership: 53.93% → 63.36% (+9.4%)

6% more funds holding

Funds holding: 94 → 100 (+6)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
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
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$83.7M
2
PCI
Planning Center Inc
Illinois
+$30.1M
3
GWA
Geometric Wealth Advisors
District of Columbia
+$9.75M
4
HWM
Heirloom Wealth Management
Colorado
+$4.35M
5
SIM
Stratos Investment Management
Ohio
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.23M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.62M
3
SAG
SageView Advisory Group
California
-$1.43M
4
LFG
Larson Financial Group
Missouri
-$1.27M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$47.6K +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%
JP Morgan Chase
88
JP Morgan Chase
New York
$130K +$979 +24 +0.8%
PS
89
Principal Securities
Iowa
$124K +$5.47K +134 +5%
SIS
90
Strategic Investment Solutions
Illinois
$94.3K +$92.7K +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 +$22.5K +551 New
Morgan Stanley
95
Morgan Stanley
New York
$20.1K +$20K +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
1 2 3
4
5

DFIP Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2024, worth a combined $408M — up 49% from $274M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFIP positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $83.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.23M sold.

  • 100 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $408M of Dimensional Inflation-Protected Securities ETF stock for Q2 2024, up 49% quarter-over-quarter.
  • 16 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2024 was Matson Money Inc, an estimated $83.7M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2024 was Flow Traders U.S., an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.