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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

94 hedge funds and large institutions have $274M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
42
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Heirloom Wealth Management
Colorado
$34.8M
2
SIM
Stratos Investment Management
Ohio
$3.57M
3
RK
Rather & Kittrell
Tennessee
$11M
4
Citadel Advisors
Citadel Advisors
Florida
$2.04M
5
LFA
Level Financial Advisors
New York
$3.26M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
RFP
Root Financial Partners
California
$3.43M
3
AFS
Annapolis Financial Services
Maryland
$473K
4
CAM
CPA Asset Management
Florida
$16.4M
5
AC
Apella Capital
Connecticut
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
– -$784 -19 Closed
1 2 3 4
5