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Dimensional Inflation-Protected Securities ETF

157 hedge funds and large institutions have $770M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
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
Name Holding Trade Value Shares
Change
Change in
Stake
KCWM
101
Kane Co Wealth Management
Iowa
$440K
SG
102
StoneX Group
New York
$436K
NA
103
Note Advisors
New York
$427K
Osaic Holdings
104
Osaic Holdings
Arizona
$426K
GJIA
105
Glass Jacobson Investment Advisors
Maryland
$423K
FPAS
106
Focus Partners Advisor Solutions
Missouri
$420K
SIS
107
Strategic Investment Solutions
Illinois
$394K
Citigroup
108
Citigroup
New York
$393K
SA
109
Stewardship Advisors
Pennsylvania
$389K
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$375K
SHFA
111
SC&H Financial Advisors
Maryland
$371K
BWM
112
Blossom Wealth Management
California
$358K
VT
113
Vise Technologies
New York
$358K
KAS
114
Kestra Advisory Services
Texas
$345K
EP
115
Essential Planning
New Hampshire
$341K
LIA
116
Lynx Investment Advisory
District of Columbia
$333K
HF
117
HRT Financial
New York
$321K
MMA
118
Miracle Mile Advisors
California
$313K
GVAG
119
Great Valley Advisor Group
Delaware
$303K
FFG
120
First Financial Group
North Carolina
$297K
EWA
121
EP Wealth Advisors
California
$294K
JP Morgan Chase
122
JP Morgan Chase
New York
$293K
FWM
123
Forteris Wealth Management
New York
$289K
LCWP
124
Legacy Capital Wealth Partners
Arkansas
$286K
TWCA
125
Two West Capital Advisors
Kansas
$243K