Dimensional Inflation-Protected Securities ETF
DFIP
110 hedge funds and large institutions have $527M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
146% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 24
29% more capital invested
Capital invested by funds: $408M → $527M (+$118M)
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
10% more funds holding
Funds holding: 100 → 110 (+10)
3.94% more ownership
Funds ownership: 63.36% → 67.3% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMI
Matson Money Inc
Mason,
Ohio
|
+$59.9M |
| 2 |
PWS
Physician Wealth Solutions
North Las Vegas,
Nevada
|
+$8.68M |
| 3 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
+$4.08M |
| 4 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$4.01M |
| 5 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.5M |
| 2 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$1.88M |
| 3 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$940K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$654K |
| 5 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
-$535K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citigroup
New York
| $58.7K | +$57.8K | +1,388 | New |
|
102
Morgan Stanley
New York
| $47.2K | +$26K | +625 | +127% |
|
103
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33K | +$32.7K | +785 | New |
|
|
SAM
104
Smartleaf Asset Management
Boston,
Massachusetts
| $18.1K | – | – | – |
|
105
Wells Fargo
San Francisco,
California
| $9.13K | +$5.42K | +130 | +151% |
|
106
Qube Research & Technologies (QRT)
London,
United Kingdom
| $7.95K | – | – | – |
|
|
CAS
107
Coppell Advisory Solutions
Coppell,
Texas
| $3.26K | – | – | – |
|
|
HI
108
Harbour Investments
Madison,
Wisconsin
| $888 | – | – | – |
|
109
Fidelity Investments
Boston,
Massachusetts
| $42 | +$42 | +1 | New |
|
|
CMP
110
Coston McIsaac & Partners
Bar Harbor,
Maine
| $23 | +$167 | +4 | +0.7% |
|
|
111
Citadel Advisors
Miami,
Florida
| – | -$2.5M | -61,110 | Closed |
|
|
MWP
112
Meredith Wealth Planning
Maryville,
Illinois
| – | -$297K | -7,280 | Closed |
|
|
SWM
113
Spire Wealth Management
Mclean,
Virginia
| – | -$46.6K | -1,140 | Closed |
|
|
OCM
114
Orion Capital Management
Coronado,
California
| – | -$14.7K | -360 | Closed |
|
DFIP Hedge Fund Activity: Q3 2024 in Review
110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2024, worth a combined $527M — up 29% from $408M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DFIP positions and 4 closed out — a net gain of 11 holders — while 59 added to existing stakes and 24 trimmed.
The largest buyer was Matson Money Inc, adding an estimated $59.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.
- 110 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2024, up from 100 in Q2 2024.
- Funds reported $527M of Dimensional Inflation-Protected Securities ETF stock for Q3 2024, up 29% quarter-over-quarter.
- 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2024 was Matson Money Inc, an estimated $59.9M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2024.