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Dimensional Inflation-Protected Securities ETF
DFIP

159 hedge funds and large institutions have $775M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

9% more funds holding

Funds holding: 146 → 159 (+13)

6% more capital invested

Capital invested by funds: $731M → $775M (+$43.3M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.18% more ownership

Funds ownership: 73.07% → 74.25% (+1.2%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
30
Increased
82
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$47M
2
SC
Savant Capital
Illinois
+$10.1M
3
MMI
Matson Money Inc
Ohio
+$6.82M
4
FFO
Fortitude Family Office
Arizona
+$6.06M
5
PCI
Planning Center Inc
Illinois
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
-$19M
2
CAM
CPA Asset Management
Florida
-$8.16M
3
FFM
Forum Financial Management
Illinois
-$3.21M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.66M
5
SCM
Saxony Capital Management
Missouri
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$1.09M +$13.4K +318 +1%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.05M +$1.07M +25,391 New
PWMG
78
Pioneer Wealth Management Group
Texas
$1.05M +$1.06M +25,279 New
CB
79
Centennial Bank
Arkansas
$1.04M +$55.2K +1,313 +6%
XPN
80
XY Planning Network
Montana
$1.02M +$215K +5,111 +26%
LPL Financial
81
LPL Financial
California
$1M +$293K +6,962 +41%
Jane Street
82
Jane Street
New York
$883K +$254K +6,029 +40%
FG
83
Foster Group
Iowa
$752K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$738K +$726K +17,262 +3,501%
CMP
85
Coston McIsaac & Partners
Maine
$716K +$420K +9,987 +137%
NWM
86
Northwest Wealth Management
Iowa
$691K -$122K -2,909 -15%
GA
87
Greenspring Advisors
Maryland
$666K +$675K +16,032 New
SCM
88
Saxony Capital Management
Missouri
$658K -$1.95M -46,317 -75%
AC
89
Applied Capital
Arkansas
$636K +$3.37K +80 +0.5%
CW
90
Curio Wealth
Maryland
$623K -$92.7K -2,203 -13%
VH
91
Visionary Horizons
Tennessee
$596K -$37.4K -890 -6%
FWP
92
Firethorn Wealth Partners
Georgia
$588K -$3.96K -94 -0.7%
FIA
93
Foundations Investment Advisors
Arizona
$560K +$62.6K +1,487 +12%
APC
94
Aspire Private Capital
North Carolina
$544K +$30K +714 +6%
MWM
95
Modera Wealth Management
New Jersey
$533K – – –
DFP
96
Donalies Financial Planning
District of Columbia
$532K +$539K +12,812 New
TIAM2
97
Tru Independence Asset Management 2
Oregon
$506K -$76.1K -1,808 -13%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$492K +$94.8K +2,252 +23%
RFP
99
Root Financial Partners
California
$489K -$123K -2,923 -20%
OIA
100
OneDigital Investment Advisors
Kansas
$453K +$459K +10,903 New
2 3
4
5 6

DFIP Hedge Fund Activity: Q4 2025 in Review

159 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2025, worth a combined $775M — up 5.9% from $731M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIP positions and 11 closed out — a net gain of 19 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $47M. The largest seller was Insight Wealth Strategies, exiting entirely with an estimated $19M sold.

  • 159 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $775M of Dimensional Inflation-Protected Securities ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 30 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2025 and 11 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2025 was Beacon Pointe Advisors, an estimated $47M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2025 was Insight Wealth Strategies, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2025.