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Dimensional Inflation-Protected Securities ETF

162 hedge funds and large institutions have $758M invested in Dimensional Inflation-Protected Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 159162 (+3)

2% less capital invested

Capital invested by funds: $775M → $758M (-$16.3M)

3.28% less ownership

Funds ownership: 74.25%70.97% (-3.3%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
1.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.25%
New
21
Increased
74
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$1.09M -$5.11K -122 -0.5%
PGF
77
Plan Group Financial
Oklahoma
$1.02M -$669K -15,971 -39%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.02M -$251K -5,998 -20%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$997K +$257K +6,149 +35%
FG
80
Foster Group
Iowa
$755K
CMP
81
Coston McIsaac & Partners
Maine
$691K -$28.7K -686 -4%
NWM
82
Northwest Wealth Management
Iowa
$689K -$4.98K -119 -0.7%
GA
83
Greenspring Advisors
Maryland
$686K +$17.6K +420 +3%
VH
84
Visionary Horizons
Tennessee
$670K +$71.3K +1,703 +12%
KCWM
85
Kane Co Wealth Management
Iowa
$615K +$174K +4,162 +39%
CW
86
Curio Wealth
Maryland
$610K -$14.3K -341 -2%
EP
87
Essential Planning
New Hampshire
$608K +$267K +6,371 +78%
FWP
88
Firethorn Wealth Partners
Georgia
$578K -$12.1K -290 -2%
Citigroup
89
Citigroup
New York
$550K +$157K +3,744 +40%
SCM
90
Saxony Capital Management
Missouri
$545K -$115K -2,754 -17%
MWM
91
Modera Wealth Management
New Jersey
$535K
DFP
92
Donalies Financial Planning
District of Columbia
$526K -$8.54K -204 -2%
TIAM2
93
Tru Independence Asset Management 2
Oregon
$508K
VAS
94
Vestmark Advisory Solutions
Massachusetts
$506K +$11.6K +278 +2%
APC
95
Aspire Private Capital
North Carolina
$482K -$64.4K -1,538 -12%
FIA
96
Foundations Investment Advisors
Arizona
$465K -$97.3K -2,325 -17%
HWM
97
HFG Wealth Management
Texas
$448K +$4.14K +99 +0.9%
RFP
98
Root Financial Partners
California
$447K -$43.9K -1,049 -9%
OIA
99
OneDigital Investment Advisors
Kansas
$444K -$11.2K -268 -2%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$433K +$435K +10,388 New

DFIP Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2026, worth a combined $758M — down 2.1% from $775M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFIP positions and 16 closed out — a net gain of 5 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Matson Money Inc, adding an estimated $6.29M. The largest seller was Heirloom Wealth Management, cutting an estimated $37.8M.

  • 162 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2026, up from 159 in Q4 2025.
  • Funds reported $758M of Dimensional Inflation-Protected Securities ETF stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 21 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2026 and 16 closed out, a net change of +5 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2026 was Matson Money Inc, an estimated $6.29M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2026 was Heirloom Wealth Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2026.