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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $662M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.85%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.3%
New
11
Increased
74
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
76
Curio Wealth
Maryland
$736K +$734K +17,554 +31,346%
NWM
77
Northwest Wealth Management
Iowa
$710K +$12.8K +307 +2%
BH
78
Burk Holdings
Oklahoma
$653K +$94.8K +2,267 +17%
LPL Financial
79
LPL Financial
California
$652K +$24.3K +582 +4%
AC
80
Applied Capital
Arkansas
$636K -$711 -17 -0.1%
VH
81
Visionary Horizons
Tennessee
$614K +$85.1K +2,036 +16%
FWP
82
Firethorn Wealth Partners
Georgia
$592K +$9.62K +230 +2%
UBS Group
83
UBS Group
Switzerland
$584K +$584K +13,967 New
MWM
84
Modera Wealth Management
New Jersey
$537K
APC
85
Aspire Private Capital
North Carolina
$508K +$49.6K +1,186 +11%
HWM
86
HFG Wealth Management
Texas
$460K +$10.3K +245 +2%
RFP
87
Root Financial Partners
California
$459K -$697K -16,681 -60%
NA
88
Note Advisors
New York
$429K -$15K -359 -3%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$405K +$405K +9,692 New
SA
90
Stewardship Advisors
Pennsylvania
$402K -$10.1K -242 -2%
GJIA
91
Glass Jacobson Investment Advisors
Maryland
$393K +$9.95K +238 +3%
SWA
92
Sax Wealth Advisors
New Jersey
$345K +$119K +2,850 +53%
Betterment LLC
93
Betterment LLC
New York
$333K -$24.8K -593 -7%
GVAG
94
Great Valley Advisor Group
Delaware
$332K -$480K -11,475 -59%
SHFA
95
SC&H Financial Advisors
Maryland
$325K +$3.6K +86 +1%
LIA
96
Lynx Investment Advisory
District of Columbia
$325K +$3.43K +82 +1%
BWM
97
Blossom Wealth Management
California
$324K +$36.2K +867 +13%
SC
98
Savant Capital
Illinois
$315K +$315K +7,523 New
LCWP
99
Legacy Capital Wealth Partners
Arkansas
$297K +$297K +7,102 New
Truist Financial
100
Truist Financial
North Carolina
$292K +$4.43K +106 +2%