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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.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.17%
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 Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$25.1M 586,153 +109,256 +23%
RK
2
Rather & Kittrell
Tennessee
$18.1M 423,771 +35,777 +9%
CAM
3
CPA Asset Management
Florida
$16.7M 389,135 +5,857 +2%
LFG
4
Larson Financial Group
Missouri
$12.2M 285,503 +53,786 +23%
LEFP
5
Leading Edge Financial Planning
Tennessee
$9.4M 219,529 +51,196 +30%
FOA
6
Five Oceans Advisors
California
$9.09M 212,163
KA
7
Klingman & Associates
New York
$7.83M 182,825 +4,667 +3%
CWM
8
Core Wealth Management
Florida
$6.57M 153,492 +557 +0.4%
B
9
BetterWealth
California
$5.08M 118,564 +3,190 +3%
FFM
10
Forum Financial Management
Illinois
$3.56M 83,225 +9,755 +13%
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$2.93M 68,386 -8,633 -11%
RFP
12
Root Financial Partners
California
$2.55M 59,632 +59,632 New
SIC
13
Samalin Investment Counsel
New York
$2.5M 58,485 +7,676 +15%
KF
14
Krilogy Financial
Missouri
$2.24M 52,362 +19,744 +61%
AFA
15
Alpha Financial Advisors
North Carolina
$2.1M 48,917 +6,373 +15%
Citadel Advisors
16
Citadel Advisors
Florida
$2.07M 48,432 +30,239 +166%
NWM
17
Northwest Wealth Management
Iowa
$1.88M 43,838 -7,149 -14%
SFP
18
Sterling Financial Planning
New Jersey
$1.87M 43,675 +20,885 +92%
CIAS
19
CFS Investment Advisory Services
New Jersey
$1.84M 42,891 +2,571 +6%
DWM
20
Drive Wealth Management
Utah
$1.79M 41,766 +91 +0.2%
TWP
21
Total Wealth Planning
Ohio
$1.53M 35,701 -1,016 -3%
IA
22
IFP Advisors
Florida
$1.5M 29,958 +26,190 +695%
BA
23
Bridge Advisory
California
$1.47M 34,360 -2,122 -6%
WCWM
24
Willow Creek Wealth Management
California
$1.45M 33,912 +5,102 +18%
SAG
25
SageView Advisory Group
California
$1.42M 33,086 +643 +2%