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Dimensional Inflation-Protected Securities ETF
DFIP

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

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

9% more funds holding

Funds holding: 146 → 159 (+13)

6% more capital invested

Capital invested by funds: $731M → $775M (+$43.3M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.18% more ownership

Funds ownership: 73.07% → 74.25% (+1.2%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
30
Increased
82
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$47M
2
SC
Savant Capital
Illinois
+$10.1M
3
MMI
Matson Money Inc
Ohio
+$6.82M
4
FFO
Fortitude Family Office
Arizona
+$6.06M
5
PCI
Planning Center Inc
Illinois
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
-$19M
2
CAM
CPA Asset Management
Florida
-$8.16M
3
FFM
Forum Financial Management
Illinois
-$3.21M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.66M
5
SCM
Saxony Capital Management
Missouri
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
126
Legacy Capital Wealth Partners
Arkansas
$286K -$23.2K -552 -7%
TWCA
127
Two West Capital Advisors
Kansas
$243K – – –
Betterment LLC
128
Betterment LLC
New York
$232K -$4.38K -104 -2%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$228K -$20.3K -483 -8%
Stifel Financial
130
Stifel Financial
Missouri
$226K +$229K +5,433 New
SF
131
SageOak Financial
Oklahoma
$223K +$1.56K +37 +0.7%
VP
132
Verisail Partners
Georgia
$221K +$842 +20 +0.4%
SWM
133
SpringVest Wealth Management
Texas
$219K +$221K +5,264 New
MWM
134
Meritas Wealth Management
California
$214K +$15.4K +365 +8%
JWA
135
JFS Wealth Advisors
Pennsylvania
$178K -$252 -6 -0.1%
NRG
136
Nemes Rush Group
Michigan
$150K – – –
BGWM
137
Bridge Generations Wealth Management
Florida
$143K – – –
CWP
138
Concord Wealth Partners
Virginia
$124K +$75.3K +1,790 +150%
PFM
139
Phillips Financial Management
Indiana
$108K – – –
EWA
140
Elevate Wealth Advisory
Georgia
$99.8K +$18.9K +449 +23%
GWM
141
Geneos Wealth Management
Colorado
$86K – – –
MPW
142
MASECO Private Wealth
$77.5K – – –
TM
143
Torren Management
California
$64K +$64.8K +1,541 New
Morgan Stanley
144
Morgan Stanley
New York
$55.8K -$27.1K -644 -32%
WTA
145
Washington Trust Advisors
Massachusetts
$54.3K +$799 +19 +1%
TCM
146
Tradewinds Capital Management
Washington
$53.7K +$54.4K +1,292 New
NA
147
NewEdge Advisors
Louisiana
$39.7K +$295 +7 +0.7%
CA
148
Crewe Advisors
Utah
$39.3K – – –
HI
149
Harbour Investments
Wisconsin
$37.5K +$32.9K +781 +645%
IA
150
IFP Advisors
Florida
$26K +$5.17K +123 +24%
3 4 5
6
7

DFIP Hedge Fund Activity: Q4 2025 in Review

159 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2025, worth a combined $775M — up 5.9% from $731M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIP positions and 11 closed out — a net gain of 19 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $47M. The largest seller was Insight Wealth Strategies, exiting entirely with an estimated $19M sold.

  • 159 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $775M of Dimensional Inflation-Protected Securities ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 30 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2025 and 11 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2025 was Beacon Pointe Advisors, an estimated $47M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2025 was Insight Wealth Strategies, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2025.