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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

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: 146159 (+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: 2021 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$22.9K +$23.1K +550 New
SAM
152
Smartleaf Asset Management
Massachusetts
$17.8K
OCM
153
Orion Capital Management
California
$10.6K
AWM
154
AE Wealth Management
Kansas
$8.24K +$42 +1 +0.5%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$6.69K
SA
156
Seneschal Advisors
Washington
$6.61K
1IA
157
1620 Investment Advisors
Massachusetts
$5.82K +$5.89K +140 New
GWM
158
Greenline Wealth Management
Florida
$4.07K +$4.12K +98 New
PMFA
159
Plante Moran Financial Advisors
Michigan
$42 +$42 +1 New
S
160
SignatureFD
Georgia
$11
IWS
161
Insight Wealth Strategies
California
-$19M -449,081 Closed
TWP
162
Total Wealth Planning
Ohio
-$946K -22,389 Closed
DAS
163
Dynamic Advisor Solutions
Arizona
-$907K -21,489 Closed
SWA
164
Sax Wealth Advisors
New Jersey
-$348K -8,243 Closed
BFG
165
Berger Financial Group
Minnesota
-$210K -4,971 Closed
MOS
166
MGO One Seven
Ohio
-$202K -4,787 Closed
CCM
167
Cloud Capital Management
Washington
-$161K -3,820 Closed
PS
168
Principal Securities
Iowa
-$135K -3,193 Closed
Wells Fargo
169
Wells Fargo
California
-$60.5K -1,432 Closed
Bank of America
170
Bank of America
North Carolina
-$6.88K -163 Closed
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
-$721 -17 Closed

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.