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Dimensional Inflation-Protected Securities ETF

157 hedge funds and large institutions have $770M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
76
Pioneer Wealth Management Group
Texas
$1.05M
CB
77
Centennial Bank
Arkansas
$1.04M
XPN
78
XY Planning Network
Montana
$1.02M
LPL Financial
79
LPL Financial
California
$1M
Jane Street
80
Jane Street
New York
$883K
FG
81
Foster Group
Iowa
$752K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$738K
CMP
83
Coston McIsaac & Partners
Maine
$716K
NWM
84
Northwest Wealth Management
Iowa
$691K
GA
85
Greenspring Advisors
Maryland
$666K
SCM
86
Saxony Capital Management
Missouri
$658K
AC
87
Applied Capital
Arkansas
$636K
CW
88
Curio Wealth
Maryland
$623K
VH
89
Visionary Horizons
Tennessee
$596K
FWP
90
Firethorn Wealth Partners
Georgia
$588K
FIA
91
Foundations Investment Advisors
Arizona
$560K
APC
92
Aspire Private Capital
North Carolina
$544K
MWM
93
Modera Wealth Management
New Jersey
$533K
DFP
94
Donalies Financial Planning
District of Columbia
$532K
TIAM2
95
Tru Independence Asset Management 2
Oregon
$506K
VAS
96
Vestmark Advisory Solutions
Massachusetts
$492K
RFP
97
Root Financial Partners
California
$489K
OIA
98
OneDigital Investment Advisors
Kansas
$453K
HWM
99
HFG Wealth Management
Texas
$442K
PCA
100
Prosperity Capital Advisors
Ohio
$442K