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Dimensional Inflation-Protected Securities ETF

146 hedge funds and large institutions have $731M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $663M → $731M (+$68.6M)

6% more funds holding

Funds holding: 138146 (+8)

1.01% more ownership

Funds ownership: 72.06%73.07% (+1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.92%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
15
Increased
82
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$135K +$3.79K +90 +3%
PFM
127
Phillips Financial Management
Indiana
$110K
GWM
128
Geneos Wealth Management
Colorado
$87.4K -$158K -3,750 -64%
Morgan Stanley
129
Morgan Stanley
New York
$83.9K -$18.6K -442 -18%
EWA
130
Elevate Wealth Advisory
Georgia
$82.5K
MPW
131
MASECO Private Wealth
$78.8K
Wells Fargo
132
Wells Fargo
California
$60.5K -$8.17K -194 -12%
WTA
133
Washington Trust Advisors
Massachusetts
$54.4K +$54.2K +1,288 New
CWP
134
Concord Wealth Partners
Virginia
$50.2K -$101K -2,405 -67%
NA
135
NewEdge Advisors
Louisiana
$40.1K +$2.27K +54 +6%
CA
136
Crewe Advisors
Utah
$39.9K
IA
137
IFP Advisors
Florida
$21.2K +$21K +500 +16,667%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$21K
SAM
139
Smartleaf Asset Management
Massachusetts
$18.1K
OCM
140
Orion Capital Management
California
$10.8K
AWM
141
AE Wealth Management
Kansas
$8.32K +$4.21K +100 +103%
Bank of America
142
Bank of America
North Carolina
$6.88K +$6.86K +163 New
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$6.8K -$1.14K -27 -14%
SA
144
Seneschal Advisors
Washington
$6.71K +$6.69K +159 New
HI
145
Harbour Investments
Wisconsin
$5.11K +$4.21K +100 +476%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$721 +$716 +17 New
BH
147
Burk Holdings
Oklahoma
-$653K -15,619 Closed
UBS Group
148
UBS Group
Switzerland
-$584K -13,967 Closed
DWM
149
Drive Wealth Management
Utah
-$266K -6,351 Closed
GTAM
150
Global Trust Asset Management
Florida
-$121K -2,900 Closed

DFIP Hedge Fund Activity: Q3 2025 in Review

146 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2025, worth a combined $731M — up 10% from $663M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 5 closed out — a net gain of 10 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $18.9M. The largest seller was CPA Asset Management, cutting an estimated $3.06M.

  • 146 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $731M of Dimensional Inflation-Protected Securities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2025 was Insight Wealth Strategies, an estimated $18.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2025 was CPA Asset Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.