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Dimensional Inflation-Protected Securities ETF

88 hedge funds and large institutions have $257M invested in Dimensional Inflation-Protected Securities ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
21
Increased
35
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$34.1M 824,987 +112,621 +16%
HWM
2
Heirloom Wealth Management
Colorado
$28.9M 700,903 +700,903 New
CAM
3
CPA Asset Management
Florida
$17.1M 414,538 +5,477 +1%
LFG
4
Larson Financial Group
Missouri
$13.7M 332,492 -35,614 -10%
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$10.5M 254,039 +53,698 +27%
RK
6
Rather & Kittrell
Tennessee
$8.83M 213,895 -253,668 -54%
FOA
7
Five Oceans Advisors
California
$8.83M 213,826 +2,719 +1%
AWM
8
Austin Wealth Management
Texas
$7.11M 174,550 +14,915 +9%
CWM
9
Core Wealth Management
Florida
$6.8M 164,741 +2,316 +1%
LEFP
10
Leading Edge Financial Planning
Tennessee
$6.43M 155,785 -91,817 -37%
AC
11
Apella Capital
Connecticut
$6.42M 156,373 +126,679 +427%
RFP
12
Root Financial Partners
California
$5.97M 144,584 +43,044 +42%
GWA
13
Geometric Wealth Advisors
District of Columbia
$5.58M 135,133 +135,133 New
SFPM
14
Sensible Financial Planning & Management
Massachusetts
$5.47M 132,568 +81,195 +158%
B
15
BetterWealth
California
$5.16M 125,067 +829 +0.7%
KA
16
Klingman & Associates
New York
$4.16M 100,709 -66,416 -40%
FFM
17
Forum Financial Management
Illinois
$4.1M 99,417 +19,077 +24%
IA
18
IFP Advisors
Florida
$3.99M 96,681 +38,194 +65%
PGF
19
Plan Group Financial
Oklahoma
$3.76M 91,114 -56,436 -38%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.75M 90,794 +4,977 +6%
FTUS
21
Flow Traders U.S.
New York
$3.71M 89,865 +89,865 New
AFG
22
Altiora Financial Group
Ohio
$3.51M 85,150 +85,150 New
PWS
23
Physician Wealth Solutions
Nevada
$3.41M 82,679 +82,679 New
Jane Street
24
Jane Street
New York
$3.26M 78,998 +46,704 +145%
SFP
25
Sterling Financial Planning
New Jersey
$3.24M 78,540 +24,539 +45%