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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

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $585M → $654M (+$69.3M)

9% more funds holding

Funds holding: 128139 (+11)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.49% more ownership

Funds ownership: 72.9%73.39% (+0.49%)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Blossom Wealth Management
California
$290K +$58K +1,405 +26%
Truist Financial
102
Truist Financial
North Carolina
$290K +$59.3K +1,438 +26%
TWCA
103
Two West Capital Advisors
Kansas
$287K -$121K -2,922 -30%
Citigroup
104
Citigroup
New York
$279K +$178K +4,312 +186%
SIG
105
Spinnaker Investment Group
California
$275K -$96.6K -2,342 -26%
FFG
106
First Financial Group
North Carolina
$265K -$6.19K -150 -2%
SWA
107
Sax Wealth Advisors
New Jersey
$227K +$222K +5,393 New
MGW
108
MB Generational Wealth
Washington
$226K +$221K +5,369 New
VP
109
Verisail Partners
Georgia
$214K -$2.43K -59 -1%
JP Morgan Chase
110
JP Morgan Chase
New York
$210K +$80.7K +1,956 +64%
BFG
111
Berger Financial Group
Minnesota
$206K -$30.2K -733 -13%
MOS
112
MGO One Seven
Ohio
$200K +$196K +4,756 New
EWA
113
EP Wealth Advisors
California
$198K +$13.6K +330 +8%
Osaic Holdings
114
Osaic Holdings
Arizona
$190K +$48.6K +1,177 +35%
Morgan Stanley
115
Morgan Stanley
New York
$172K +$168K +4,063 +25,394%
JWA
116
JFS Wealth Advisors
Pennsylvania
$164K +$161K +3,901 New
BGWM
117
Bridge Generations Wealth Management
Florida
$152K -$1.77K -43 -1%
PS
118
Principal Securities
Iowa
$126K
PFM
119
Phillips Financial Management
Indiana
$110K -$1.28K -31 -1%
CSB
120
City State Bank
Iowa
$105K
NRG
121
Nemes Rush Group
Michigan
$103K +$61.2K +1,484 +153%
EWA
122
Elevate Wealth Advisory
Georgia
$82.2K
CWP
123
Concord Wealth Partners
Virginia
$50.1K +$49.1K +1,190 New
CA
124
Crewe Advisors
Utah
$39.8K +$39K +945 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$39.7K +$39K +945 New

DFIP Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2025, worth a combined $654M — up 12% from $585M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFIP positions and 3 closed out — a net gain of 11 holders — while 75 added to existing stakes and 36 trimmed.

The largest buyer was Hemington Wealth Management, adding an estimated $19.4M. The largest seller was Five Oceans Advisors, cutting an estimated $3.63M.

  • 139 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $654M of Dimensional Inflation-Protected Securities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 14 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2025 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2025 was Hemington Wealth Management, an estimated $19.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2025 was Five Oceans Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q1 2025.