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Dimensional Inflation-Protected Securities ETF

158 hedge funds and large institutions have $772M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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
PCA
101
Prosperity Capital Advisors
Ohio
$442K
KCWM
102
Kane Co Wealth Management
Iowa
$440K
SG
103
StoneX Group
New York
$436K
NA
104
Note Advisors
New York
$427K
Osaic Holdings
105
Osaic Holdings
Arizona
$426K
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$423K
FPAS
107
Focus Partners Advisor Solutions
Missouri
$420K
SIS
108
Strategic Investment Solutions
Illinois
$394K
Citigroup
109
Citigroup
New York
$393K
SA
110
Stewardship Advisors
Pennsylvania
$389K
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$375K
SHFA
112
SC&H Financial Advisors
Maryland
$371K
BWM
113
Blossom Wealth Management
California
$358K
VT
114
Vise Technologies
New York
$358K
KAS
115
Kestra Advisory Services
Texas
$345K
EP
116
Essential Planning
New Hampshire
$341K
LIA
117
Lynx Investment Advisory
District of Columbia
$333K
HF
118
HRT Financial
New York
$321K
MMA
119
Miracle Mile Advisors
California
$313K
GVAG
120
Great Valley Advisor Group
Delaware
$303K
FFG
121
First Financial Group
North Carolina
$297K
EWA
122
EP Wealth Advisors
California
$294K
JP Morgan Chase
123
JP Morgan Chase
New York
$293K
FWM
124
Forteris Wealth Management
New York
$289K
LCWP
125
Legacy Capital Wealth Partners
Arkansas
$286K