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Dimensional Inflation-Protected Securities ETF
DFIP

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: 159 → 162 (+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: 21 → 20 (-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
–

Top Buyers

Rank Fund Capital Flow
1
MMI
Matson Money Inc
Ohio
+$6.29M
2
FFO
Fortitude Family Office
Arizona
+$3.17M
3
FF
Foundry Financial
California
+$2.47M
4
MFG
Merit Financial Group
Georgia
+$2.04M
5
FPI
Financial Plan Inc
Washington
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
HWM
Heirloom Wealth Management
Colorado
-$37.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.94M
3
AWM
Austin Wealth Management
Texas
-$3.89M
4
HNWA
Henrickson Nauta Wealth Advisors
Michigan
-$3.08M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
VP
126
Verisail Partners
Georgia
$230K +$7.58K +181 +3%
Stifel Financial
127
Stifel Financial
Missouri
$227K – – –
SF
128
SageOak Financial
Oklahoma
$227K +$2.72K +65 +1%
HighTower Advisors
129
HighTower Advisors
Illinois
$206K +$206K +4,926 New
BFG
130
Berger Financial Group
Minnesota
$201K +$202K +4,817 New
UBS Group
131
UBS Group
Switzerland
$192K +$193K +4,612 New
IAAG
132
Innovative Asset Advisors Group
Connecticut
$186K +$186K +4,452 New
UBS AM
133
UBS AM
Illinois
$177K +$178K +4,252 New
NRG
134
Nemes Rush Group
Michigan
$151K – – –
HI
135
Harbour Investments
Wisconsin
$134K +$96.3K +2,299 +255%
PFM
136
Phillips Financial Management
Indiana
$109K – – –
EWA
137
Elevate Wealth Advisory
Georgia
$100K – – –
GWM
138
Geneos Wealth Management
Colorado
$86.4K – – –
MPW
139
MASECO Private Wealth
$77.9K – – –
LG
140
LAM Group
Oregon
$58.4K +$58.6K +1,400 New
JP Morgan Chase
141
JP Morgan Chase
New York
$58.2K -$237K -5,651 -80%
IA
142
IFG Advisory
Georgia
$56.9K +$57.1K +1,364 New
Morgan Stanley
143
Morgan Stanley
New York
$56K – – –
WTA
144
Washington Trust Advisors
Massachusetts
$54.5K – – –
TCM
145
Tradewinds Capital Management
Washington
$53.9K – – –
NA
146
NewEdge Advisors
Louisiana
$45.7K +$5.86K +140 +15%
CA
147
Crewe Advisors
Utah
$39.4K – – –
TM
148
Torren Management
California
$38.1K -$26.3K -628 -41%
BH
149
Burk Holdings
Oklahoma
$30.3K +$30.4K +726 New
IA
150
IFP Advisors
Florida
$28.3K +$2.22K +53 +8%
4 5
6
7 8

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.