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Dimensional Inflation-Protected Securities ETF

139 hedge funds and large institutions have $654M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.29%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
101
Blossom Wealth Management
California
$290K +$59.2K +1,405 +26%
Truist Financial
102
Truist Financial
North Carolina
$290K +$60.6K +1,438 +26%
TWCA
103
Two West Capital Advisors
Kansas
$287K -$120K -2,922 -30%
Citigroup
104
Citigroup
New York
$279K +$182K +4,312 +186%
SIG
105
Spinnaker Investment Group
California
$275K -$98.6K -2,342 -26%
FFG
106
First Financial Group
North Carolina
$265K -$6.32K -150 -2%
SWA
107
Sax Wealth Advisors
New Jersey
$227K +$227K +5,393 New
MGW
108
MB Generational Wealth
Washington
$226K +$226K +5,369 New
VP
109
Verisail Partners
Georgia
$214K -$2.49K -59 -1%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$210K +$82.4K +1,956 +64%
BFG
111
Berger Financial Group
Minnesota
$206K -$30.9K -733 -13%
MOS
112
MGO One Seven
Ohio
$200K +$200K +4,756 New
EWA
113
EP Wealth Advisors
California
$198K +$13.9K +330 +8%
Osaic Holdings
114
Osaic Holdings
Arizona
$190K +$49.6K +1,177 +35%
Morgan Stanley
115
Morgan Stanley
New York
$172K +$171K +4,063 +25,394%
JWA
116
JFS Wealth Advisors
Pennsylvania
$164K +$164K +3,901 New
BGWM
117
Bridge Generations Wealth Management
Florida
$152K -$1.81K -43 -1%
PS
118
Principal Securities
Iowa
$126K
PFM
119
Phillips Financial Management
Indiana
$110K -$1.31K -31 -1%
CSB
120
City State Bank
Iowa
$105K
NRG
121
Nemes Rush Group
Michigan
$103K +$62.5K +1,484 +153%
EWA
122
Elevate Wealth Advisory
Georgia
$82.2K
CWP
123
Concord Wealth Partners
Virginia
$50.1K +$50.1K +1,190 New
CA
124
Crewe Advisors
Utah
$39.8K +$39.8K +945 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$39.7K +$39.7K +945 New