Dimensional Inflation-Protected Securities ETF
DFIP
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.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
98% more capital inflows, than outflows
Capital inflows: $82.5M | Capital outflows: $41.7M
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
14% more funds holding
Funds holding: 77 → 88 (+11)
2.45% more ownership
Funds ownership: 52.28% → 54.72% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Heirloom Wealth Management
Greenwood Village,
Colorado
|
+$28.1M |
| 2 |
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$5.42M |
| 3 |
Apella Capital
West Hartford,
Connecticut
|
+$5.08M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$4.52M |
| 5 |
Flow Traders U.S.
New York
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$11.1M |
| 2 |
Rather & Kittrell
Knoxville,
Tennessee
|
-$10.2M |
| 3 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
-$3.69M |
| 4 |
Klingman & Associates
New York
|
-$2.67M |
| 5 |
PGF
Plan Group Financial
Oklahoma City,
Oklahoma
|
-$2.27M |
DFIP Hedge Fund Activity: Q4 2023 in Review
88 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2023, worth a combined $257M — up 24% from $207M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DFIP positions and 9 closed out — a net gain of 12 holders — while 35 added to existing stakes and 28 trimmed.
The largest buyer was Heirloom Wealth Management, opening a new position worth an estimated $28.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $11.1M.
- 88 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2023, up from 77 in Q3 2023.
- Funds reported $257M of Dimensional Inflation-Protected Securities ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 21 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2023 and 9 closed out, a net change of +12 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2023 was Heirloom Wealth Management, an estimated $28.1M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2023.