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Dimensional Inflation-Protected Securities ETF

128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.7%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
27
Increased
67
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
101
Berger Financial Group
Minnesota
$228K +$228K +5,631 New
BWM
102
Blossom Wealth Management
California
$222K +$9.27K +229 +4%
Truist Financial
103
Truist Financial
North Carolina
$221K -$55.8K -1,377 -20%
VP
104
Verisail Partners
Georgia
$208K +$208K +5,141 New
EWA
105
EP Wealth Advisors
California
$177K +$1.22K +30 +0.7%
BGWM
106
Bridge Generations Wealth Management
Florida
$148K +$148K +3,652 New
Osaic Holdings
107
Osaic Holdings
Arizona
$135K +$10.4K +256 +8%
SIS
108
Strategic Investment Solutions
Illinois
$134K +$40.4K +986 +43%
PS
109
Principal Securities
Iowa
$126K +$2.63K +65 +2%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$123K -$12K -297 -9%
PFM
111
Phillips Financial Management
Indiana
$107K -$32.4K -801 -23%
CSB
112
City State Bank
Iowa
$101K +$101K +2,500 New
Citigroup
113
Citigroup
New York
$93.8K +$37.6K +929 +67%
EWA
114
Elevate Wealth Advisory
Georgia
$79.1K
GTAM
115
Global Trust Asset Management
Florida
$73K -$134K -3,314 -65%
NRG
116
Nemes Rush Group
Michigan
$39.2K +$39.2K +969 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$32K
CMP
118
Coston McIsaac & Partners
Maine
$22K +$196 +5 +0.9%
SAM
119
Smartleaf Asset Management
Massachusetts
$17.3K
OCM
120
Orion Capital Management
California
$13.2K +$13.2K +325 New
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$7.61K
AWM
122
AE Wealth Management
Kansas
$3.84K +$3.84K +95 New
CAS
123
Coppell Advisory Solutions
Texas
$3.12K
Bank of America
124
Bank of America
North Carolina
$891 +$891 +22 New
HI
125
Harbour Investments
Wisconsin
$850