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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
Holders
146
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 Buyers

1 +$18.9M
2 +$6.61M
3 +$6.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.81M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.04M

Top Sellers

1 -$3.06M
2 -$2.29M
3 -$1.35M
4
BH
Burk Holdings
Oklahoma
-$653K
5
UBS Group
UBS Group
Switzerland
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sax Wealth Advisors
New Jersey
$348K
MMA
102
Miracle Mile Advisors
California
$336K
GVAG
103
Great Valley Advisor Group
Delaware
$335K
LIA
104
Lynx Investment Advisory
District of Columbia
$331K
SHFA
105
SC&H Financial Advisors
Maryland
$331K
LCWP
106
Legacy Capital Wealth Partners
Arkansas
$314K
CMP
107
Coston McIsaac & Partners
Maine
$306K
Citigroup
108
Citigroup
New York
$294K
FFG
109
First Financial Group
North Carolina
$263K
CC
110
Copperleaf Capital
North Carolina
$261K
Jones Financial Companies
111
Jones Financial Companies
Missouri
$252K
TWCA
112
Two West Capital Advisors
Kansas
$248K
Betterment LLC
113
Betterment LLC
New York
$240K
SF
114
SageOak Financial
Oklahoma
$225K
VP
115
Verisail Partners
Georgia
$224K
Osaic Holdings
116
Osaic Holdings
Arizona
$219K
JP Morgan Chase
117
JP Morgan Chase
New York
$210K
BFG
118
Berger Financial Group
Minnesota
$210K
KAS
119
Kestra Advisory Services
Texas
$203K
MWM
120
Meritas Wealth Management
California
$202K
MOS
121
MGO One Seven
Ohio
$202K
JWA
122
JFS Wealth Advisors
Pennsylvania
$181K
CCM
123
Cloud Capital Management
Washington
$161K
NRG
124
Nemes Rush Group
Michigan
$152K
BGWM
125
Bridge Generations Wealth Management
Florida
$146K