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Dimensional Inflation-Protected Securities ETF

75 hedge funds and large institutions have $177M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
35
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$26.3M 635,527 +49,374 +8%
RK
2
Rather & Kittrell
Tennessee
$18.1M 438,013 +14,242 +3%
CAM
3
CPA Asset Management
Florida
$16.8M 407,325 +18,190 +5%
LFG
4
Larson Financial Group
Missouri
$13.9M 335,382 +49,879 +17%
LEFP
5
Leading Edge Financial Planning
Tennessee
$11.1M 269,099 +49,570 +23%
FOA
6
Five Oceans Advisors
California
$8.76M 212,149 -14 -0%
KA
7
Klingman & Associates
New York
$7.5M 181,625 -1,200 -0.7%
CWM
8
Core Wealth Management
Florida
$6.47M 156,618 +3,126 +2%
B
9
BetterWealth
California
$4.92M 119,014 +450 +0.4%
SFPM
10
Sensible Financial Planning & Management
Massachusetts
$4.25M 102,898 +34,512 +50%
FFM
11
Forum Financial Management
Illinois
$3.65M 88,397 +5,172 +6%
RFP
12
Root Financial Partners
California
$3.53M 85,450 +25,818 +43%
PGF
13
Plan Group Financial
Oklahoma
$3.28M 79,541 +79,541 New
KF
14
Krilogy Financial
Missouri
$2.39M 57,825 +5,463 +10%
AFA
15
Alpha Financial Advisors
North Carolina
$2.3M 55,689 +6,772 +14%
SIC
16
Samalin Investment Counsel
New York
$2.25M 54,477 -4,008 -7%
SFP
17
Sterling Financial Planning
New Jersey
$2.1M 50,864 +7,189 +16%
IA
18
IFP Advisors
Florida
$1.92M 46,502 +16,544 +55%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.8M 43,605 +29,610 +212%
CIAS
20
CFS Investment Advisory Services
New Jersey
$1.79M 43,350 +459 +1%
NWM
21
Northwest Wealth Management
Iowa
$1.67M 40,469 -3,369 -8%
AFS
22
Annapolis Financial Services
Maryland
$1.49M 36,189 +5,399 +18%
WCWM
23
Willow Creek Wealth Management
California
$1.47M 35,626 +1,714 +5%
TWP
24
Total Wealth Planning
Ohio
$1.45M 35,106 -595 -2%
BA
25
Bridge Advisory
California
$1.42M 34,460 +100 +0.3%