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Dimensional Inflation-Protected Securities ETF

159 hedge funds and large institutions have $775M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

9% more funds holding

Funds holding: 146159 (+13)

6% more capital invested

Capital invested by funds: $731M → $775M (+$43.3M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.18% more ownership

Funds ownership: 73.07%74.25% (+1.2%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
30
Increased
82
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HFG Wealth Management
Texas
$442K -$252 -6 -0.1%
PCA
102
Prosperity Capital Advisors
Ohio
$442K -$543K -12,898 -55%
KCWM
103
Kane Co Wealth Management
Iowa
$440K +$445K +10,583 New
SG
104
StoneX Group
New York
$436K +$442K +10,496 New
NA
105
Note Advisors
New York
$427K -$2.31K -55 -0.5%
Osaic Holdings
106
Osaic Holdings
Arizona
$426K +$214K +5,079 +98%
GJIA
107
Glass Jacobson Investment Advisors
Maryland
$423K +$9.17K +218 +2%
FPAS
108
Focus Partners Advisor Solutions
Missouri
$420K -$592K -14,061 -58%
SIS
109
Strategic Investment Solutions
Illinois
$394K +$5.68K +135 +1%
Citigroup
110
Citigroup
New York
$393K +$105K +2,489 +36%
SA
111
Stewardship Advisors
Pennsylvania
$389K +$15.1K +360 +4%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$375K -$10.7K -255 -3%
SHFA
113
SC&H Financial Advisors
Maryland
$371K +$45.9K +1,092 +14%
BWM
114
Blossom Wealth Management
California
$358K +$13.9K +330 +4%
VT
115
Vise Technologies
New York
$358K +$362K +8,615 New
KAS
116
Kestra Advisory Services
Texas
$345K +$147K +3,500 +73%
EP
117
Essential Planning
New Hampshire
$341K +$345K +8,202 New
LIA
118
Lynx Investment Advisory
District of Columbia
$333K +$7.41K +176 +2%
HF
119
HRT Financial
New York
$321K +$326K +7,738 New
MMA
120
Miracle Mile Advisors
California
$313K -$17.3K -412 -5%
GVAG
121
Great Valley Advisor Group
Delaware
$303K -$26.3K -624 -8%
FFG
122
First Financial Group
North Carolina
$297K +$38.7K +920 +15%
EWA
123
EP Wealth Advisors
California
$294K +$298K +7,086 New
JP Morgan Chase
124
JP Morgan Chase
New York
$293K +$87K +2,068 +42%
FWM
125
Forteris Wealth Management
New York
$289K +$293K +6,958 New

DFIP Hedge Fund Activity: Q4 2025 in Review

159 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2025, worth a combined $775M — up 5.9% from $731M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIP positions and 11 closed out — a net gain of 19 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $47M. The largest seller was Insight Wealth Strategies, exiting entirely with an estimated $19M sold.

  • 159 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $775M of Dimensional Inflation-Protected Securities ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 30 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2025 and 11 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2025 was Beacon Pointe Advisors, an estimated $47M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2025 was Insight Wealth Strategies, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2025.