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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
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.29%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
76
Northwest Wealth Management
Iowa
$703K -$80K -1,900 -10%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$663K +$51.8K +1,230 +8%
DAS
78
Dynamic Advisor Solutions
Arizona
$648K +$98.4K +2,336 +18%
AC
79
Applied Capital
Arkansas
$642K +$10.1K +241 +2%
LPL Financial
80
LPL Financial
California
$633K -$1.5M -35,729 -70%
FWP
81
Firethorn Wealth Partners
Georgia
$587K -$45.3K -1,075 -7%
BH
82
Burk Holdings
Oklahoma
$562K +$10.1K +239 +2%
MWM
83
Modera Wealth Management
New Jersey
$540K
Citadel Advisors
84
Citadel Advisors
Florida
$536K -$3.29M -78,147 -86%
VH
85
Visionary Horizons
Tennessee
$533K +$20.2K +480 +4%
APC
86
Aspire Private Capital
North Carolina
$462K +$11.7K +279 +3%
NA
87
Note Advisors
New York
$447K -$421 -10 -0.1%
HWM
88
HFG Wealth Management
Texas
$432K +$26.1K +645 +6%
SA
89
Stewardship Advisors
Pennsylvania
$415K +$56.3K +1,337 +16%
SF
90
SageOak Financial
Oklahoma
$408K -$10.9K -258 -3%
GJIA
91
Glass Jacobson Investment Advisors
Maryland
$371K
Jane Street
92
Jane Street
New York
$370K +$370K +8,796 New
GWM
93
Geneos Wealth Management
Colorado
$362K +$362K +4,849 New
Betterment LLC
94
Betterment LLC
New York
$361K +$60K +1,423 +20%
DWM
95
Drive Wealth Management
Utah
$356K -$32.5K -772 -8%
TC
96
TownSquare Capital
Utah
$346K +$346K +8,224 New
VAS
97
Vestmark Advisory Solutions
Massachusetts
$338K +$89.7K +2,131 +36%
MHB
98
Midwest Heritage Bank
Iowa
$337K -$499K -11,860 -60%
LIA
99
Lynx Investment Advisory
District of Columbia
$324K +$4.93K +117 +2%
SHFA
100
SC&H Financial Advisors
Maryland
$324K -$4.25K -101 -1%