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Dimensional Inflation-Protected Securities ETF

159 hedge funds and large institutions have $775M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
126
Legacy Capital Wealth Partners
Arkansas
$286K
TWCA
127
Two West Capital Advisors
Kansas
$243K
Betterment LLC
128
Betterment LLC
New York
$232K
Jones Financial Companies
129
Jones Financial Companies
Missouri
$228K
Stifel Financial
130
Stifel Financial
Missouri
$226K
SF
131
SageOak Financial
Oklahoma
$223K
VP
132
Verisail Partners
Georgia
$221K
SWM
133
SpringVest Wealth Management
Texas
$219K
MWM
134
Meritas Wealth Management
California
$214K
JWA
135
JFS Wealth Advisors
Pennsylvania
$178K
NRG
136
Nemes Rush Group
Michigan
$150K
BGWM
137
Bridge Generations Wealth Management
Florida
$143K
CWP
138
Concord Wealth Partners
Virginia
$124K
PFM
139
Phillips Financial Management
Indiana
$108K
EWA
140
Elevate Wealth Advisory
Georgia
$99.8K
GWM
141
Geneos Wealth Management
Colorado
$86K
MPW
142
MASECO Private Wealth
$77.5K
TM
143
Torren Management
California
$64K
Morgan Stanley
144
Morgan Stanley
New York
$55.8K
WTA
145
Washington Trust Advisors
Massachusetts
$54.3K
TCM
146
Tradewinds Capital Management
Washington
$53.7K
NA
147
NewEdge Advisors
Louisiana
$39.7K
CA
148
Crewe Advisors
Utah
$39.3K
HI
149
Harbour Investments
Wisconsin
$37.5K
IA
150
IFP Advisors
Florida
$26K