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Dimensional Inflation-Protected Securities ETF

147 hedge funds and large institutions have $741M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.07M
2 -$2.3M
3 -$1.36M
4
BH
Burk Holdings
Oklahoma
-$653K
5
UBS Group
UBS Group
Switzerland
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Blossom Wealth Management
California
$350K
SWA
102
Sax Wealth Advisors
New Jersey
$348K
MMA
103
Miracle Mile Advisors
California
$336K
GVAG
104
Great Valley Advisor Group
Delaware
$335K
LIA
105
Lynx Investment Advisory
District of Columbia
$331K
SHFA
106
SC&H Financial Advisors
Maryland
$331K
LCWP
107
Legacy Capital Wealth Partners
Arkansas
$314K
CMP
108
Coston McIsaac & Partners
Maine
$306K
Citigroup
109
Citigroup
New York
$294K
FFG
110
First Financial Group
North Carolina
$263K
CC
111
Copperleaf Capital
North Carolina
$261K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$252K
TWCA
113
Two West Capital Advisors
Kansas
$248K
Betterment LLC
114
Betterment LLC
New York
$240K
SF
115
SageOak Financial
Oklahoma
$225K
VP
116
Verisail Partners
Georgia
$224K
Osaic Holdings
117
Osaic Holdings
Arizona
$219K
JP Morgan Chase
118
JP Morgan Chase
New York
$210K
BFG
119
Berger Financial Group
Minnesota
$210K
KAS
120
Kestra Advisory Services
Texas
$203K
MWM
121
Meritas Wealth Management
California
$202K
MOS
122
MGO One Seven
Ohio
$202K
JWA
123
JFS Wealth Advisors
Pennsylvania
$181K
CCM
124
Cloud Capital Management
Washington
$161K
NRG
125
Nemes Rush Group
Michigan
$152K