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Dimensional Inflation-Protected Securities ETF

146 hedge funds and large institutions have $731M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $663M → $731M (+$68.6M)

6% more funds holding

Funds holding: 138146 (+8)

1.01% more ownership

Funds ownership: 72.06%73.07% (+1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.92%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
15
Increased
82
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
76
Foster Group
Iowa
$764K
BPA
77
Beacon Pointe Advisors
California
$730K +$728K +17,289 New
CW
78
Curio Wealth
Maryland
$725K -$18.2K -433 -2%
LPL Financial
79
LPL Financial
California
$723K +$64.2K +1,526 +10%
VH
80
Visionary Horizons
Tennessee
$643K +$22.9K +545 +4%
Jane Street
81
Jane Street
New York
$643K -$243K -5,781 -28%
AC
82
Applied Capital
Arkansas
$643K
RFP
83
Root Financial Partners
California
$620K +$155K +3,694 +34%
FWP
84
Firethorn Wealth Partners
Georgia
$601K +$3.03K +72 +0.5%
TIAM2
85
Tru Independence Asset Management 2
Oregon
$590K -$255K -6,048 -30%
MWM
86
Modera Wealth Management
New Jersey
$542K
APC
87
Aspire Private Capital
North Carolina
$523K +$9.6K +228 +2%
CSB
88
City State Bank
Iowa
$513K +$248K +5,900 +94%
FIA
89
Foundations Investment Advisors
Arizona
$506K +$504K +11,980 New
HWM
90
HFG Wealth Management
Texas
$450K -$11.2K -267 -2%
NA
91
Note Advisors
New York
$435K +$2.31K +55 +0.5%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$421K +$23.7K +564 +6%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$405K -$430K -10,211 -52%
Truist Financial
94
Truist Financial
North Carolina
$396K +$100K +2,375 +34%
SIS
95
Strategic Investment Solutions
Illinois
$394K +$153K +3,628 +64%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$392K -$17.4K -414 -4%
FFA
97
Farther Finance Advisors
California
$380K +$248K +5,897 +190%
SA
98
Stewardship Advisors
Pennsylvania
$380K -$26K -618 -6%
MGW
99
MB Generational Wealth
Washington
$361K +$360K +8,546 New
BWM
100
Blossom Wealth Management
California
$350K +$22.9K +543 +7%

DFIP Hedge Fund Activity: Q3 2025 in Review

146 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2025, worth a combined $731M — up 10% from $663M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 5 closed out — a net gain of 10 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $18.9M. The largest seller was CPA Asset Management, cutting an estimated $3.06M.

  • 146 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $731M of Dimensional Inflation-Protected Securities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2025 was Insight Wealth Strategies, an estimated $18.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2025 was CPA Asset Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.