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Dimensional Inflation-Protected Securities ETF

77 hedge funds and large institutions have $207M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
38
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$28.3M 712,366 +76,839 +12%
RK
2
Rather & Kittrell
Tennessee
$18.6M 467,563 +29,550 +7%
CAM
3
CPA Asset Management
Florida
$16.3M 409,061 +1,736 +0.4%
LFG
4
Larson Financial Group
Missouri
$14.6M 368,106 +32,724 +10%
SIS
5
Strategic Investment Solutions
Illinois
$11.4M 280,668 +276,398 +6,473%
LEFP
6
Leading Edge Financial Planning
Tennessee
$9.85M 247,602 -21,497 -8%
FOA
7
Five Oceans Advisors
California
$8.4M 211,107 -1,042 -0.5%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$7.97M 200,341 +188,823 +1,639%
KA
9
Klingman & Associates
New York
$6.65M 167,125 -14,500 -8%
CWM
10
Core Wealth Management
Florida
$6.46M 162,425 +5,807 +4%
AWM
11
Austin Wealth Management
Texas
$6.37M 159,635 +159,635 New
PGF
12
Plan Group Financial
Oklahoma
$5.87M 147,550 +68,009 +86%
B
13
BetterWealth
California
$4.94M 124,238 +5,224 +4%
RFP
14
Root Financial Partners
California
$4.04M 101,540 +16,090 +19%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.41M 85,817 +85,817 New
FFM
16
Forum Financial Management
Illinois
$3.2M 80,340 -8,057 -9%
WCWM
17
Willow Creek Wealth Management
California
$2.55M 64,075 +28,449 +80%
AFS
18
Annapolis Financial Services
Maryland
$2.49M 62,707 +26,518 +73%
KF
19
Krilogy Financial
Missouri
$2.36M 59,252 +1,427 +2%
IA
20
IFP Advisors
Florida
$2.33M 58,487 +11,985 +26%
AFA
21
Alpha Financial Advisors
North Carolina
$2.2M 55,384 -305 -0.5%
SFP
22
Sterling Financial Planning
New Jersey
$2.15M 54,001 +3,137 +6%
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$2.04M 51,373 -51,525 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.85M 46,482 +2,877 +7%
CIAS
25
CFS Investment Advisory Services
New Jersey
$1.78M 44,629 +1,279 +3%