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Dimensional Inflation-Protected Securities ETF
DFIP

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.7%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
27
Increased
67
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FOA
1
Five Oceans Advisors
California
$13.5M
2
FTUS
2
Flow Traders U.S.
New York
$4.28M
3
FFO
3
Fortitude Family Office
Arizona
$4.25M
4
LEFP
4
Leading Edge Financial Planning
Tennessee
$14M
5
SIM
5
Stratos Investment Management
Ohio
$12.5M

Top Sellers

1
B
1
BetterWealth
California
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$2.21M
3
SCM
3
Saxony Capital Management
Missouri
$639K
4
KA
4
Klingman & Associates
New York
$1.33M
5
LFG
5
Larson Financial Group
Missouri
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$810 +$810 +20 New
Morgan Stanley
127
Morgan Stanley
New York
$648 -$44.6K -1,100 -99%
PSFG
128
Park Square Financial Group
Georgia
$526 +$526 +13 New
B
129
BetterWealth
California
– -$6.6M -155,988 Closed
Jane Street
130
Jane Street
New York
– -$379K -8,954 Closed
CWR
131
Chico Wealth RIA
California
– -$296K -6,991 Closed
RCAG
132
Rehmann Capital Advisory Group
Michigan
– -$236K -5,572 Closed
GS
133
GTS Securities
New York
– -$206K -4,871 Closed
MOS
134
MGO One Seven
Ohio
– -$200K -4,740 Closed
Wells Fargo
135
Wells Fargo
California
– -$9.13K -216 Closed
Fidelity Investments
136
Fidelity Investments
Massachusetts
– -$42 -1 Closed
2 3 4 5
6