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Dimensional Inflation-Protected Securities ETF

33 hedge funds and large institutions have $66.2M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

87% more capital invested

Capital invested by funds: $35.5M → $66.2M (+$30.7M)

83% more funds holding

Funds holding: 1833 (+15)

9.25% less ownership

Funds ownership: 55.01%45.76% (-9.2%)

Holders
33
Holders Change
+15
Holders Change %
+83.33%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
18
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$17.4M +$17.6M +364,448 New
FOA
2
Five Oceans Advisors
California
$9.12M +$124K +2,573 +1%
MWM
3
Mattern Wealth Management
Kansas
$7.01M +$6.88M +142,180 +3,088%
CWR
4
Chico Wealth RIA
California
$6.22M +$6.3M +130,161 New
CWG
5
Crown Wealth Group
North Carolina
$5.02M +$1.63M +33,674 +47%
LSPW
6
Lake Street Private Wealth
Illinois
$2.79M +$2.83M +58,461 New
AC
7
AWM Capital
Arizona
$1.99M +$1.2M +24,740 +146%
LFG
8
Larson Financial Group
Missouri
$1.93M +$1.95M +40,408 +139,338%
WFA
9
WMG Financial Advisors
Tennessee
$1.76M +$1.78M +36,743 New
MOS
10
MGO One Seven
Ohio
$1.69M +$1.71M +35,436 New
SHWM
11
Silicon Hills Wealth Management
Texas
$1.42M +$704K +14,546 +96%
Jane Street
12
Jane Street
New York
$1.34M -$1.83M -37,885 -57%
FFM
13
Forum Financial Management
Illinois
$1.19M +$823K +17,006 +215%
Citadel Advisors
14
Citadel Advisors
Florida
$1.14M -$829K -17,130 -42%
SC
15
Shearwater Capital
Colorado
$1.03M +$611K +12,639 +140%
FTUS
16
Flow Traders U.S.
New York
$969K -$363K -7,511 -27%
MHB
17
Midwest Heritage Bank
Iowa
$945K +$957K +19,793 New
FWP
18
Firethorn Wealth Partners
Georgia
$566K +$573K +11,847 New
OPS
19
Orion Portfolio Solutions
Nebraska
$438K +$98.7K +2,040 +29%
SIG
20
Spinnaker Investment Group
California
$349K +$134K +2,765 +61%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$329K +$333K +6,891 New
RCAG
22
Rehmann Capital Advisory Group
Michigan
$265K +$269K +5,555 New
FCG
23
Financial Connections Group
California
$260K +$86.9K +1,796 +49%
IA
24
IFP Advisors
Florida
$230K +$210K +4,336 +1,902%
AF
25
Advisornet Financial
Minnesota
$229K +$232K +4,804 New

DFIP Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2022, worth a combined $66.2M — up 87% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFIP positions and 3 closed out — a net gain of 15 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Hill Investment Group Partners, opening a new position worth an estimated $17.6M. The largest seller was Market Street Wealth Management Advisors, exiting entirely with an estimated $7.29M sold.

  • 33 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $66.2M of Dimensional Inflation-Protected Securities ETF stock for Q1 2022, up 87% quarter-over-quarter.
  • 18 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2022 and 3 closed out, a net change of +15 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2022 was Hill Investment Group Partners, an estimated $17.6M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2022 was Market Street Wealth Management Advisors, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2022.