Dimensional Inflation-Protected Securities ETF
DFIP
59 hedge funds and large institutions have $102M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
156% more capital inflows, than outflows
Capital inflows: $32.6M | Capital outflows: $12.8M
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more funds holding
Funds holding: 51 → 59 (+8)
1.35% more ownership
Funds ownership: 41.07% → 42.41% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FOA
Five Oceans Advisors
Santa Monica,
California
|
+$8.66M |
| 2 |
Jane Street
New York
|
+$3.33M |
| 3 |
Larson Financial Group
St Louis,
Missouri
|
+$3.07M |
| 4 |
Willow Creek Wealth Management
Sebastopol,
California
|
+$2.63M |
| 5 |
Klingman & Associates
New York
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWR
Chico Wealth RIA
Chico,
California
|
-$5.84M |
| 2 |
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$2.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
| 4 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$734K |
| 5 |
Lake Street Private Wealth
Chicago,
Illinois
|
-$563K |
DFIP Hedge Fund Activity: Q3 2022 in Review
59 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2022, worth a combined $102M — up 13% from $90.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DFIP positions and 3 closed out — a net gain of 8 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Five Oceans Advisors, adding an estimated $8.66M. The largest seller was Chico Wealth RIA, cutting an estimated $5.84M.
- 59 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2022, up from 51 in Q2 2022.
- Funds reported $102M of Dimensional Inflation-Protected Securities ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 11 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2022 and 3 closed out, a net change of +8 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2022 was Five Oceans Advisors, an estimated $8.66M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2022 was Chico Wealth RIA, an estimated $5.84M sold.
Based on aggregated 13F filings for Q3 2022.