DFIP icon

Dimensional Inflation-Protected Securities ETF

71 hedge funds and large institutions have $167M invested in Dimensional Inflation-Protected Securities ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
22
Increased
23
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$19.6M 476,897 +70,342 +17%
RK
2
Rather & Kittrell
Tennessee
$16M 387,994 +372,893 +2,469%
CAM
3
CPA Asset Management
Florida
$15.8M 383,278 +383,278 New
LFG
4
Larson Financial Group
Missouri
$9.54M 231,717 +93,886 +68%
FOA
5
Five Oceans Advisors
California
$8.73M 212,163
Jane Street
6
Jane Street
New York
$7.46M 181,146 +7,133 +4%
KA
7
Klingman & Associates
New York
$7.33M 178,158 +121,198 +213%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$7.31M 177,631 -114,538 -39%
LEFP
9
Leading Edge Financial Planning
Tennessee
$6.93M 168,333 +168,333 New
CWM
10
Core Wealth Management
Florida
$6.29M 152,935 +152,935 New
B
11
BetterWealth
California
$4.75M 115,374 +1,233 +1%
Goldman Sachs
12
Goldman Sachs
New York
$4.38M 106,483 +106,483 New
SHWM
13
Silicon Hills Wealth Management
Texas
$3.65M 88,644 -3,755 -4%
TAM
14
TCP Asset Management
Ohio
$3.25M 78,886 +78,886 New
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$3.17M 77,019 +77,019 New
FFM
16
Forum Financial Management
Illinois
$3.02M 73,470 +9,405 +15%
WFA
17
WMG Financial Advisors
Tennessee
$2.28M 55,416 -7,267 -12%
MWM
18
Mattern Wealth Management
Kansas
$2.28M 55,386 -67,898 -55%
NWM
19
Northwest Wealth Management
Iowa
$2.1M 50,987 -32,164 -39%
SIC
20
Samalin Investment Counsel
New York
$2.09M 50,809 +38,595 +316%
AC
21
AWM Capital
Arizona
$1.78M 43,136 -480 -1%
AFA
22
Alpha Financial Advisors
North Carolina
$1.75M 42,544 +42,544 New
DWM
23
Drive Wealth Management
Utah
$1.72M 41,675 +12,271 +42%
CIAS
24
CFS Investment Advisory Services
New Jersey
$1.66M 40,320 -152,930 -79%
TWP
25
Total Wealth Planning
Ohio
$1.51M 36,717 +21,983 +149%