Dimensional Inflation-Protected Securities ETF
DFIP
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.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
68% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 25
7% more funds holding
Funds holding: 88 → 94 (+6)
7% more capital invested
Capital invested by funds: $257M → $274M (+$16.9M)
0.8% less ownership
Funds ownership: 54.73% → 53.93% (-0.8%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Heirloom Wealth Management
Greenwood Village,
Colorado
|
+$5.89M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$3.55M |
| 3 |
RK
Rather & Kittrell
Knoxville,
Tennessee
|
+$2.19M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.03M |
| 5 |
LFA
Level Financial Advisors
East Amherst,
New York
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.26M |
| 2 |
RFP
Root Financial Partners
Encinitas,
California
|
-$2.52M |
| 3 |
AFS
Annapolis Financial Services
Annapolis,
Maryland
|
-$2.32M |
| 4 |
CAM
CPA Asset Management
West Palm Beach,
Florida
|
-$701K |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$688K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| – | -$784 | -19 | Closed |
|
DFIP Hedge Fund Activity: Q1 2024 in Review
94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2024, worth a combined $274M — up 6.6% from $257M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DFIP positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 25 trimmed.
The largest buyer was Heirloom Wealth Management, adding an estimated $5.89M. The largest seller was Jane Street, exiting entirely with an estimated $3.26M sold.
- 94 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2024, up from 88 in Q4 2023.
- Funds reported $274M of Dimensional Inflation-Protected Securities ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
- 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2024 was Heirloom Wealth Management, an estimated $5.89M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2024 was Jane Street, an estimated $3.26M sold.
Based on aggregated 13F filings for Q1 2024.