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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
Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
HWM
101
HFG Wealth Management
Texas
$442K
PCA
102
Prosperity Capital Advisors
Ohio
$442K
KCWM
103
Kane Co Wealth Management
Iowa
$440K
SG
104
StoneX Group
New York
$436K
NA
105
Note Advisors
New York
$427K
Osaic Holdings
106
Osaic Holdings
Arizona
$426K
GJIA
107
Glass Jacobson Investment Advisors
Maryland
$423K
FPAS
108
Focus Partners Advisor Solutions
Missouri
$420K
SIS
109
Strategic Investment Solutions
Illinois
$394K
Citigroup
110
Citigroup
New York
$393K
SA
111
Stewardship Advisors
Pennsylvania
$389K
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$375K
SHFA
113
SC&H Financial Advisors
Maryland
$371K
BWM
114
Blossom Wealth Management
California
$358K
VT
115
Vise Technologies
New York
$358K
KAS
116
Kestra Advisory Services
Texas
$345K
EP
117
Essential Planning
New Hampshire
$341K
LIA
118
Lynx Investment Advisory
District of Columbia
$333K
HF
119
HRT Financial
New York
$321K
MMA
120
Miracle Mile Advisors
California
$313K
GVAG
121
Great Valley Advisor Group
Delaware
$303K
FFG
122
First Financial Group
North Carolina
$297K
EWA
123
EP Wealth Advisors
California
$294K
JP Morgan Chase
124
JP Morgan Chase
New York
$293K
FWM
125
Forteris Wealth Management
New York
$289K