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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $662M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
101
Two West Capital Advisors
Kansas
$271K
Citigroup
102
Citigroup
New York
$271K
DWM
103
Drive Wealth Management
Utah
$266K
CMP
104
Coston McIsaac & Partners
Maine
$262K
CSB
105
City State Bank
Iowa
$261K
FFG
106
First Financial Group
North Carolina
$260K
GWM
107
Geneos Wealth Management
Colorado
$243K
SIS
108
Strategic Investment Solutions
Illinois
$239K
SF
109
SageOak Financial
Oklahoma
$227K
VP
110
Verisail Partners
Georgia
$214K
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$209K
BFG
112
Berger Financial Group
Minnesota
$205K
MWM
113
Meritas Wealth Management
California
$200K
EWA
114
EP Wealth Advisors
California
$185K
JWA
115
JFS Wealth Advisors
Pennsylvania
$162K
BGWM
116
Bridge Generations Wealth Management
Florida
$151K
CWP
117
Concord Wealth Partners
Virginia
$150K
NRG
118
Nemes Rush Group
Michigan
$137K
FFA
119
Farther Finance Advisors
California
$130K
PS
120
Principal Securities
Iowa
$130K
Osaic Holdings
121
Osaic Holdings
Arizona
$128K
GTAM
122
Global Trust Asset Management
Florida
$121K
PFM
123
Phillips Financial Management
Indiana
$109K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$106K
Morgan Stanley
125
Morgan Stanley
New York
$102K