DFIP icon

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
Holders
162
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
AF
76
Allworth Financial
California
$1.09M
PGF
77
Plan Group Financial
Oklahoma
$1.02M
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.02M
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$997K
FG
80
Foster Group
Iowa
$755K
CMP
81
Coston McIsaac & Partners
Maine
$691K
NWM
82
Northwest Wealth Management
Iowa
$689K
GA
83
Greenspring Advisors
Maryland
$686K
VH
84
Visionary Horizons
Tennessee
$670K
KCWM
85
Kane Co Wealth Management
Iowa
$615K
CW
86
Curio Wealth
Maryland
$610K
EP
87
Essential Planning
New Hampshire
$608K
FWP
88
Firethorn Wealth Partners
Georgia
$578K
Citigroup
89
Citigroup
New York
$550K
SCM
90
Saxony Capital Management
Missouri
$545K
MWM
91
Modera Wealth Management
New Jersey
$535K
DFP
92
Donalies Financial Planning
District of Columbia
$526K
TIAM2
93
Tru Independence Asset Management 2
Oregon
$508K
VAS
94
Vestmark Advisory Solutions
Massachusetts
$506K
APC
95
Aspire Private Capital
North Carolina
$482K
FIA
96
Foundations Investment Advisors
Arizona
$465K
HWM
97
HFG Wealth Management
Texas
$448K
RFP
98
Root Financial Partners
California
$447K
OIA
99
OneDigital Investment Advisors
Kansas
$444K
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$433K