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Dimensional Inflation-Protected Securities ETF

139 hedge funds and large institutions have $654M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $585M → $654M (+$69.3M)

9% more funds holding

Funds holding: 128139 (+11)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.49% more ownership

Funds ownership: 72.9%73.39% (+0.49%)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Northwest Wealth Management
Iowa
$703K -$78.4K -1,900 -10%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$663K +$50.7K +1,230 +8%
DAS
78
Dynamic Advisor Solutions
Arizona
$648K +$96.4K +2,336 +18%
AC
79
Applied Capital
Arkansas
$642K +$9.94K +241 +2%
LPL Financial
80
LPL Financial
California
$633K -$1.47M -35,729 -70%
FWP
81
Firethorn Wealth Partners
Georgia
$587K -$44.3K -1,075 -7%
BH
82
Burk Holdings
Oklahoma
$562K +$9.86K +239 +2%
MWM
83
Modera Wealth Management
New Jersey
$540K
Citadel Advisors
84
Citadel Advisors
Florida
$536K -$3.22M -78,147 -86%
VH
85
Visionary Horizons
Tennessee
$533K +$19.8K +480 +4%
APC
86
Aspire Private Capital
North Carolina
$462K +$11.5K +279 +3%
NA
87
Note Advisors
New York
$447K -$413 -10 -0.1%
HWM
88
HFG Wealth Management
Texas
$432K +$26.6K +645 +6%
SA
89
Stewardship Advisors
Pennsylvania
$415K +$55.2K +1,337 +16%
SF
90
SageOak Financial
Oklahoma
$408K -$10.6K -258 -3%
GJIA
91
Glass Jacobson Investment Advisors
Maryland
$371K
Jane Street
92
Jane Street
New York
$370K +$363K +8,796 New
GWM
93
Geneos Wealth Management
Colorado
$362K +$200K +4,849 New
Betterment LLC
94
Betterment LLC
New York
$361K +$58.7K +1,423 +20%
DWM
95
Drive Wealth Management
Utah
$356K -$31.8K -772 -8%
TC
96
TownSquare Capital
Utah
$346K +$339K +8,224 New
VAS
97
Vestmark Advisory Solutions
Massachusetts
$338K +$87.9K +2,131 +36%
MHB
98
Midwest Heritage Bank
Iowa
$337K -$489K -11,860 -60%
LIA
99
Lynx Investment Advisory
District of Columbia
$324K +$4.83K +117 +2%
SHFA
100
SC&H Financial Advisors
Maryland
$324K -$4.17K -101 -1%

DFIP Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2025, worth a combined $654M — up 12% from $585M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFIP positions and 3 closed out — a net gain of 11 holders — while 75 added to existing stakes and 36 trimmed.

The largest buyer was Hemington Wealth Management, adding an estimated $19.4M. The largest seller was Five Oceans Advisors, cutting an estimated $3.63M.

  • 139 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $654M of Dimensional Inflation-Protected Securities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 14 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2025 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2025 was Hemington Wealth Management, an estimated $19.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2025 was Five Oceans Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q1 2025.