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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $663M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1% more capital invested

Capital invested by funds: $654M → $663M (+$8.72M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 139138 (-1)

1.34% less ownership

Funds ownership: 73.39%72.06% (-1.3%)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.82%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
10
Increased
75
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
76
Foster Group
Iowa
$757K
CW
77
Curio Wealth
Maryland
$736K +$730K +17,554 +31,346%
NWM
78
Northwest Wealth Management
Iowa
$710K +$12.8K +307 +2%
BH
79
Burk Holdings
Oklahoma
$653K +$94.2K +2,267 +17%
LPL Financial
80
LPL Financial
California
$652K +$24.2K +582 +4%
AC
81
Applied Capital
Arkansas
$636K -$707 -17 -0.1%
VH
82
Visionary Horizons
Tennessee
$614K +$84.6K +2,036 +16%
FWP
83
Firethorn Wealth Partners
Georgia
$592K +$9.56K +230 +2%
UBS Group
84
UBS Group
Switzerland
$584K +$581K +13,967 New
MWM
85
Modera Wealth Management
New Jersey
$537K
APC
86
Aspire Private Capital
North Carolina
$508K +$49.3K +1,186 +11%
HWM
87
HFG Wealth Management
Texas
$460K +$10.2K +245 +2%
RFP
88
Root Financial Partners
California
$459K -$693K -16,681 -60%
NA
89
Note Advisors
New York
$429K -$14.9K -359 -3%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$405K +$403K +9,692 New
SA
91
Stewardship Advisors
Pennsylvania
$402K -$10.1K -242 -2%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$393K +$9.89K +238 +3%
SWA
93
Sax Wealth Advisors
New Jersey
$345K +$118K +2,850 +53%
Betterment LLC
94
Betterment LLC
New York
$333K -$24.6K -593 -7%
GVAG
95
Great Valley Advisor Group
Delaware
$332K -$477K -11,475 -59%
SHFA
96
SC&H Financial Advisors
Maryland
$325K +$3.57K +86 +1%
LIA
97
Lynx Investment Advisory
District of Columbia
$325K +$3.41K +82 +1%
BWM
98
Blossom Wealth Management
California
$324K +$36K +867 +13%
LCWP
99
Legacy Capital Wealth Partners
Arkansas
$297K +$295K +7,102 New
Truist Financial
100
Truist Financial
North Carolina
$292K +$4.41K +106 +2%

DFIP Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2025, worth a combined $663M — up 1.3% from $654M a quarter earlier.

Fund positioning in DFIP was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 75 added to existing stakes and 39 trimmed.

The largest buyer was Fortitude Family Office, adding an estimated $4.07M. The largest seller was IFP Advisors, cutting an estimated $4.19M.

  • 138 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2025, down from 139 in Q1 2025.
  • Funds reported $663M of Dimensional Inflation-Protected Securities ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 10 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2025 was Fortitude Family Office, an estimated $4.07M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2025 was IFP Advisors, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2025.