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Dimensional Inflation-Protected Securities ETF

110 hedge funds and large institutions have $527M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
15
Increased
59
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
76
HFG Wealth Management
Texas
$402K
TWCA
77
Two West Capital Advisors
Kansas
$380K -$67.6K -1,598 -15%
Jane Street
78
Jane Street
New York
$379K +$142K +3,347 +60%
GJIA
79
Glass Jacobson Investment Advisors
Maryland
$361K -$46K -1,087 -11%
SHFA
80
SC&H Financial Advisors
Maryland
$329K +$2.2K +52 +0.7%
LIA
81
Lynx Investment Advisory
District of Columbia
$318K +$15.5K +366 +5%
LG
82
LAM Group
Oregon
$306K +$111K +2,625 +57%
SA
83
Stewardship Advisors
Pennsylvania
$299K +$299K +7,061 New
CWR
84
Chico Wealth RIA
California
$296K
Truist Financial
85
Truist Financial
North Carolina
$289K +$289K +6,824 New
VAS
86
Vestmark Advisory Solutions
Massachusetts
$242K +$242K +5,719 New
RCAG
87
Rehmann Capital Advisory Group
Michigan
$236K
Betterment LLC
88
Betterment LLC
New York
$235K +$235K +5,550 New
BWM
89
Blossom Wealth Management
California
$222K +$9.98K +236 +5%
GTAM
90
Global Trust Asset Management
Florida
$216K -$15.2K -360 -7%
GS
91
GTS Securities
New York
$206K +$206K +4,871 New
MOS
92
MGO One Seven
Ohio
$200K -$15.9K -377 -7%
EWA
93
EP Wealth Advisors
California
$183K +$1.1K +26 +0.6%
TIM
94
Tortoise Investment Management
New York
$164K
PFM
95
Phillips Financial Management
Indiana
$145K -$139K -3,295 -49%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$141K +$6.13K +145 +5%
Osaic Holdings
97
Osaic Holdings
Arizona
$131K -$64.3K -1,520 -33%
PS
98
Principal Securities
Iowa
$128K
SIS
99
Strategic Investment Solutions
Illinois
$96.4K +$380 +9 +0.4%
EWA
100
Elevate Wealth Advisory
Georgia
$82.6K +$1.44K +34 +2%