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Dimensional Inflation-Protected Securities ETF

146 hedge funds and large institutions have $731M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $663M → $731M (+$68.6M)

6% more funds holding

Funds holding: 138146 (+8)

1.01% more ownership

Funds ownership: 72.06%73.07% (+1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.92%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
15
Increased
82
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sax Wealth Advisors
New Jersey
$348K
MMA
102
Miracle Mile Advisors
California
$336K +$334K +7,945 New
GVAG
103
Great Valley Advisor Group
Delaware
$335K -$463 -11 -0.1%
LIA
104
Lynx Investment Advisory
District of Columbia
$331K +$2.99K +71 +0.9%
SHFA
105
SC&H Financial Advisors
Maryland
$331K +$2.78K +66 +0.8%
LCWP
106
Legacy Capital Wealth Partners
Arkansas
$314K +$14.4K +343 +5%
CMP
107
Coston McIsaac & Partners
Maine
$306K +$42K +998 +16%
Citigroup
108
Citigroup
New York
$294K +$20.4K +485 +7%
FFG
109
First Financial Group
North Carolina
$263K
CC
110
Copperleaf Capital
North Carolina
$261K +$260K +6,169 New
Jones Financial Companies
111
Jones Financial Companies
Missouri
$252K +$144K +3,416 +134%
TWCA
112
Two West Capital Advisors
Kansas
$248K -$27K -641 -10%
Betterment LLC
113
Betterment LLC
New York
$240K -$96.1K -2,284 -29%
SF
114
SageOak Financial
Oklahoma
$225K -$4.42K -105 -2%
VP
115
Verisail Partners
Georgia
$224K +$7.87K +187 +4%
Osaic Holdings
116
Osaic Holdings
Arizona
$219K +$7.11K +169 +3%
JP Morgan Chase
117
JP Morgan Chase
New York
$210K -$926 -22 -0.4%
BFG
118
Berger Financial Group
Minnesota
$210K +$3.07K +73 +1%
KAS
119
Kestra Advisory Services
Texas
$203K +$202K +4,798 New
MWM
120
Meritas Wealth Management
California
$202K
MOS
121
MGO One Seven
Ohio
$202K +$201K +4,787 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$181K +$17K +405 +10%
CCM
123
Cloud Capital Management
Washington
$161K +$161K +3,820 New
NRG
124
Nemes Rush Group
Michigan
$152K +$14.2K +338 +10%
BGWM
125
Bridge Generations Wealth Management
Florida
$146K -$6.73K -160 -4%

DFIP Hedge Fund Activity: Q3 2025 in Review

146 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2025, worth a combined $731M — up 10% from $663M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 5 closed out — a net gain of 10 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $18.9M. The largest seller was CPA Asset Management, cutting an estimated $3.06M.

  • 146 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $731M of Dimensional Inflation-Protected Securities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2025 was Insight Wealth Strategies, an estimated $18.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2025 was CPA Asset Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.