We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF

162 hedge funds and large institutions have $758M invested in Dimensional Inflation-Protected Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 159162 (+3)

2% less capital invested

Capital invested by funds: $775M → $758M (-$16.3M)

3.28% less ownership

Funds ownership: 74.25%70.97% (-3.3%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
1.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.25%
New
21
Increased
74
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
101
Prosperity Capital Advisors
Ohio
$433K -$11.1K -264 -2%
GJIA
102
Glass Jacobson Investment Advisors
Maryland
$428K +$2.72K +65 +0.6%
NA
103
Note Advisors
New York
$428K -$42 -1 -0%
TWCA
104
Two West Capital Advisors
Kansas
$418K +$172K +4,098 +70%
Osaic Holdings
105
Osaic Holdings
Arizona
$416K -$11.3K -269 -3%
SIS
106
Strategic Investment Solutions
Illinois
$416K +$20.8K +497 +5%
SA
107
Stewardship Advisors
Pennsylvania
$410K +$20.1K +479 +5%
GS
108
GTS Securities
New York
$396K +$397K +9,481 New
CA
109
Clune & Associates
Illinois
$386K +$387K +9,244 New
KAS
110
Kestra Advisory Services
Texas
$379K +$32.9K +785 +9%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$373K +$148K +3,525 +64%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$373K -$3.06K -73 -0.8%
SHFA
113
SC&H Financial Advisors
Maryland
$373K
LIA
114
Lynx Investment Advisory
District of Columbia
$361K +$26.4K +630 +8%
VT
115
Vise Technologies
New York
$358K
BWM
116
Blossom Wealth Management
California
$350K -$9.5K -227 -3%
FWM
117
Forteris Wealth Management
New York
$332K +$41.9K +1,000 +14%
IAS
118
Integrity Advisory Solutions
Texas
$329K +$330K +7,885 New
MWM
119
Meritas Wealth Management
California
$314K +$98.9K +2,363 +46%
GVAG
120
Great Valley Advisor Group
Delaware
$302K -$2.22K -53 -0.7%
SAI
121
Savvy Advisors Inc
New York
$299K +$300K +7,173 New
FFG
122
First Financial Group
North Carolina
$298K
Betterment LLC
123
Betterment LLC
New York
$262K +$29.3K +699 +13%
Raymond James Financial
124
Raymond James Financial
Florida
$258K +$259K +6,180 New
I
125
INVST
Indiana
$240K +$241K +5,745 New

DFIP Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2026, worth a combined $758M — down 2.1% from $775M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFIP positions and 16 closed out — a net gain of 5 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Matson Money Inc, adding an estimated $6.29M. The largest seller was Heirloom Wealth Management, cutting an estimated $37.8M.

  • 162 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2026, up from 159 in Q4 2025.
  • Funds reported $758M of Dimensional Inflation-Protected Securities ETF stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 21 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2026 and 16 closed out, a net change of +5 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2026 was Matson Money Inc, an estimated $6.29M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2026 was Heirloom Wealth Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2026.