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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $663M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1% more capital invested

Capital invested by funds: $654M → $663M (+$8.72M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 139138 (-1)

1.34% less ownership

Funds ownership: 73.39%72.06% (-1.3%)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.82%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
10
Increased
75
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
101
Two West Capital Advisors
Kansas
$271K -$20.4K -492 -7%
Citigroup
102
Citigroup
New York
$271K -$6.4K -154 -2%
DWM
103
Drive Wealth Management
Utah
$266K -$87.4K -2,102 -25%
CMP
104
Coston McIsaac & Partners
Maine
$262K +$223K +5,377 +603%
CSB
105
City State Bank
Iowa
$261K +$156K +3,750 +150%
FFG
106
First Financial Group
North Carolina
$260K -$3.12K -75 -1%
GWM
107
Geneos Wealth Management
Colorado
$243K +$40.4K +971 +20%
SIS
108
Strategic Investment Solutions
Illinois
$239K +$204K +4,897 +602%
SF
109
SageOak Financial
Oklahoma
$227K -$177K -4,250 -44%
VP
110
Verisail Partners
Georgia
$214K +$1.5K +36 +0.7%
JP Morgan Chase
111
JP Morgan Chase
New York
$209K +$416 +10 +0.2%
Osaic Holdings
112
Osaic Holdings
Arizona
$209K +$19.9K +479 +11%
BFG
113
Berger Financial Group
Minnesota
$205K
MWM
114
Meritas Wealth Management
California
$200K +$199K +4,788 New
EWA
115
EP Wealth Advisors
California
$185K -$11K -264 -6%
JWA
116
JFS Wealth Advisors
Pennsylvania
$162K -$831 -20 -0.5%
BGWM
117
Bridge Generations Wealth Management
Florida
$151K
CWP
118
Concord Wealth Partners
Virginia
$150K +$100K +2,405 +202%
NRG
119
Nemes Rush Group
Michigan
$137K +$34.1K +820 +33%
FFA
120
Farther Finance Advisors
California
$130K +$129K +3,107 New
PS
121
Principal Securities
Iowa
$130K
GTAM
122
Global Trust Asset Management
Florida
$121K +$116K +2,800 +2,800%
PFM
123
Phillips Financial Management
Indiana
$109K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$106K +$66.7K +1,605 +170%
Morgan Stanley
125
Morgan Stanley
New York
$102K -$68.6K -1,651 -40%

DFIP Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2025, worth a combined $663M — up 1.3% from $654M a quarter earlier.

Fund positioning in DFIP was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 75 added to existing stakes and 39 trimmed.

The largest buyer was Fortitude Family Office, adding an estimated $4.07M. The largest seller was IFP Advisors, cutting an estimated $4.19M.

  • 138 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2025, down from 139 in Q1 2025.
  • Funds reported $663M of Dimensional Inflation-Protected Securities ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 10 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2025 was Fortitude Family Office, an estimated $4.07M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2025 was IFP Advisors, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2025.