Dimensional Inflation-Protected Securities ETF
DFIP
128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
148% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 27
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
16% more funds holding
Funds holding: 110 → 128 (+18)
11% more capital invested
Capital invested by funds: $527M → $585M (+$58.2M)
5.61% more ownership
Funds ownership: 67.3% → 72.9% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FOA
Five Oceans Advisors
Santa Monica,
California
|
+$5.39M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$4.36M |
| 3 |
FFO
Fortitude Family Office
Scottsdale,
Arizona
|
+$4.33M |
| 4 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
+$4.06M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
BetterWealth
San Jose,
California
|
-$6.6M |
| 2 |
TIAM2
Tru Independence Asset Management 2
Portland,
Oregon
|
-$2.23M |
| 3 |
SCM
Saxony Capital Management
St. Louis,
Missouri
|
-$2.12M |
| 4 |
KA
Klingman & Associates
New York
|
-$2.02M |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$1.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
126
Advisornet Financial
Minnetonka,
Minnesota
| $810 | +$825 | +20 | New |
|
127
Morgan Stanley
New York
| $648 | -$45.4K | -1,100 | -99% |
|
|
PSFG
128
Park Square Financial Group
Roswell,
Georgia
| $526 | +$537 | +13 | New |
|
|
B
129
BetterWealth
San Jose,
California
| – | -$6.6M | -155,988 | Closed |
|
130
Jane Street
New York
| – | -$379K | -8,954 | Closed |
|
|
CWR
131
Chico Wealth RIA
Chico,
California
| – | -$296K | -6,991 | Closed |
|
|
RCAG
132
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$236K | -5,572 | Closed |
|
|
GS
133
GTS Securities
New York
| – | -$206K | -4,871 | Closed |
|
|
MOS
134
MGO One Seven
Beachwood,
Ohio
| – | -$200K | -4,740 | Closed |
|
135
Wells Fargo
San Francisco,
California
| – | -$9.13K | -216 | Closed |
|
136
Fidelity Investments
Boston,
Massachusetts
| – | -$42 | -1 | Closed |
|
DFIP Hedge Fund Activity: Q4 2024 in Review
128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2024, worth a combined $585M — up 11% from $527M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFIP positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 27 trimmed.
The largest buyer was Five Oceans Advisors, adding an estimated $5.39M. The largest seller was BetterWealth, exiting entirely with an estimated $6.6M sold.
- 128 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2024, up from 110 in Q3 2024.
- Funds reported $585M of Dimensional Inflation-Protected Securities ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 27 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2024 was Five Oceans Advisors, an estimated $5.39M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2024 was BetterWealth, an estimated $6.6M sold.
Based on aggregated 13F filings for Q4 2024.