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Dimensional Inflation-Protected Securities ETF

60 hedge funds and large institutions have $101M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
12
Increased
29
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$16.5M 406,555 +9,185 +2%
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$11.9M 292,169 -62,565 -18%
FOA
3
Five Oceans Advisors
California
$8.62M 212,163 +195,708 +1,189%
Jane Street
4
Jane Street
New York
$7.07M 174,013 +75,282 +76%
LFG
5
Larson Financial Group
Missouri
$5.6M 137,831 +69,456 +102%
MWM
6
Mattern Wealth Management
Kansas
$5.01M 123,284 -949 -0.8%
B
7
BetterWealth
California
$4.64M 114,141 +1,729 +2%
SHWM
8
Silicon Hills Wealth Management
Texas
$3.76M 92,399 +4,185 +5%
NWM
9
Northwest Wealth Management
Iowa
$3.38M 83,151 +9,781 +13%
WCWM
10
Willow Creek Wealth Management
California
$2.66M 65,479 +59,379 +973%
FFM
11
Forum Financial Management
Illinois
$2.6M 64,065 +13,452 +27%
WFA
12
WMG Financial Advisors
Tennessee
$2.55M 62,683 +6,947 +12%
KA
13
Klingman & Associates
New York
$2.32M 56,960 +56,960 New
LSPW
14
Lake Street Private Wealth
Illinois
$2.31M 56,781 -12,720 -18%
AC
15
AWM Capital
Arizona
$1.81M 43,616 +10,587 +32%
FTUS
16
Flow Traders U.S.
New York
$1.72M 42,282 +42,282 New
BA
17
Bridge Advisory
California
$1.41M 34,656 +13,816 +66%
GTAM
18
Global Trust Asset Management
Florida
$1.28M 31,530 -16,583 -34%
DWM
19
Drive Wealth Management
Utah
$1.2M 29,404 +20,800 +242%
PWM
20
PBMares Wealth Management
Virginia
$987K 24,278 +18,132 +295%
SC
21
Shearwater Capital
Colorado
$972K 23,897 +752 +3%
FWP
22
Firethorn Wealth Partners
Georgia
$969K 23,834 +1,264 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$804K 19,789 +19,789 New
SFP
24
Sterling Financial Planning
New Jersey
$791K 19,449 +13,434 +223%
MHB
25
Midwest Heritage Bank
Iowa
$770K 18,932 -464 -2%