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Dimensional Inflation-Protected Securities ETF

73 hedge funds and large institutions have $166M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 7173 (+2)

1% less capital invested

Capital invested by funds: $167M → $166M (-$1.93M)

4.9% less ownership

Funds ownership: 50.02%45.12% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
12
Increased
32
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$25.1M +$4.57M +109,256 +23%
RK
2
Rather & Kittrell
Tennessee
$18.1M +$1.5M +35,777 +9%
CAM
3
CPA Asset Management
Florida
$16.7M +$245K +5,857 +2%
LFG
4
Larson Financial Group
Missouri
$12.2M +$2.25M +53,786 +23%
LEFP
5
Leading Edge Financial Planning
Tennessee
$9.4M +$2.14M +51,196 +30%
FOA
6
Five Oceans Advisors
California
$9.09M
KA
7
Klingman & Associates
New York
$7.83M +$195K +4,667 +3%
CWM
8
Core Wealth Management
Florida
$6.57M +$23.3K +557 +0.4%
B
9
BetterWealth
California
$5.08M +$134K +3,190 +3%
FFM
10
Forum Financial Management
Illinois
$3.56M +$408K +9,755 +13%
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$2.93M -$361K -8,633 -11%
RFP
12
Root Financial Partners
California
$2.55M +$2.5M +59,632 New
SIC
13
Samalin Investment Counsel
New York
$2.5M +$321K +7,676 +15%
KF
14
Krilogy Financial
Missouri
$2.24M +$826K +19,744 +61%
AFA
15
Alpha Financial Advisors
North Carolina
$2.1M +$267K +6,373 +15%
Citadel Advisors
16
Citadel Advisors
Florida
$2.07M +$1.27M +30,239 +166%
NWM
17
Northwest Wealth Management
Iowa
$1.88M -$299K -7,149 -14%
SFP
18
Sterling Financial Planning
New Jersey
$1.87M +$874K +20,885 +92%
CIAS
19
CFS Investment Advisory Services
New Jersey
$1.84M +$108K +2,571 +6%
DWM
20
Drive Wealth Management
Utah
$1.79M +$3.81K +91 +0.2%
TWP
21
Total Wealth Planning
Ohio
$1.53M -$42.5K -1,016 -3%
IA
22
IFP Advisors
Florida
$1.5M +$1.1M +26,190 +695%
BA
23
Bridge Advisory
California
$1.47M -$88.8K -2,122 -6%
WCWM
24
Willow Creek Wealth Management
California
$1.45M +$214K +5,102 +18%
SAG
25
SageView Advisory Group
California
$1.42M +$26.9K +643 +2%

DFIP Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2023, worth a combined $166M — down 1.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFIP positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $4.57M. The largest seller was Jane Street, cutting an estimated $6.66M.

  • 73 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $166M of Dimensional Inflation-Protected Securities ETF stock for Q1 2023, down 1.2% quarter-over-quarter.
  • 12 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2023 was Hill Investment Group Partners, an estimated $4.57M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2023 was Jane Street, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2023.