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Dimensional Inflation-Protected Securities ETF

139 hedge funds and large institutions have $663M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
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
Truist Financial
101
Truist Financial
North Carolina
$292K
TWCA
102
Two West Capital Advisors
Kansas
$271K
Citigroup
103
Citigroup
New York
$271K
DWM
104
Drive Wealth Management
Utah
$266K
CMP
105
Coston McIsaac & Partners
Maine
$262K
CSB
106
City State Bank
Iowa
$261K
FFG
107
First Financial Group
North Carolina
$260K
GWM
108
Geneos Wealth Management
Colorado
$243K
SIS
109
Strategic Investment Solutions
Illinois
$239K
SF
110
SageOak Financial
Oklahoma
$227K
VP
111
Verisail Partners
Georgia
$214K
JP Morgan Chase
112
JP Morgan Chase
New York
$209K
Osaic Holdings
113
Osaic Holdings
Arizona
$209K
BFG
114
Berger Financial Group
Minnesota
$205K
MWM
115
Meritas Wealth Management
California
$200K
EWA
116
EP Wealth Advisors
California
$185K
JWA
117
JFS Wealth Advisors
Pennsylvania
$162K
BGWM
118
Bridge Generations Wealth Management
Florida
$151K
CWP
119
Concord Wealth Partners
Virginia
$150K
NRG
120
Nemes Rush Group
Michigan
$137K
FFA
121
Farther Finance Advisors
California
$130K
PS
122
Principal Securities
Iowa
$130K
GTAM
123
Global Trust Asset Management
Florida
$121K
PFM
124
Phillips Financial Management
Indiana
$109K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$106K