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Dimensional Inflation-Protected Securities ETF

94 hedge funds and large institutions have $274M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
42
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
1
Heirloom Wealth Management
Colorado
$34.8M +$5.92M +143,560 +20%
HIGP
2
Hill Investment Group Partners
Missouri
$33.9M -$106K -2,570 -0.3%
CAM
3
CPA Asset Management
Florida
$16.4M -$705K -17,096 -4%
LFG
4
Larson Financial Group
Missouri
$14.7M +$1M +24,329 +7%
RK
5
Rather & Kittrell
Tennessee
$11M +$2.2M +53,341 +25%
MSWMA
6
Market Street Wealth Management Advisors
Indiana
$10.6M +$88.9K +2,154 +0.8%
FOA
7
Five Oceans Advisors
California
$8.87M +$49.8K +1,208 +0.6%
LEFP
8
Leading Edge Financial Planning
Tennessee
$7.69M +$1.27M +30,669 +20%
AWM
9
Austin Wealth Management
Texas
$7.36M +$242K +5,930 +3%
CWM
10
Core Wealth Management
Florida
$7.19M +$397K +9,625 +6%
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$6.41M +$944K +22,892 +17%
GWA
12
Geometric Wealth Advisors
District of Columbia
$5.89M +$314K +7,608 +6%
AC
13
Apella Capital
Connecticut
$5.78M -$693K -16,757 -11%
B
14
BetterWealth
California
$5.37M +$215K +5,211 +4%
PWS
15
Physician Wealth Solutions
Nevada
$4.79M +$1.38M +33,536 +41%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.62M +$873K +21,159 +23%
IA
17
IFP Advisors
Florida
$4.56M +$567K +13,757 +14%
PGF
18
Plan Group Financial
Oklahoma
$4.28M +$526K +12,759 +14%
SFP
19
Sterling Financial Planning
New Jersey
$3.94M +$701K +16,988 +22%
KA
20
Klingman & Associates
New York
$3.63M -$527K -12,784 -13%
FFM
21
Forum Financial Management
Illinois
$3.59M -$513K -12,441 -13%
SIM
22
Stratos Investment Management
Ohio
$3.57M +$3.57M +86,427 New
AFG
23
Altiora Financial Group
Ohio
$3.51M
RFP
24
Root Financial Partners
California
$3.43M -$2.53M -61,388 -42%
LFA
25
Level Financial Advisors
New York
$3.26M +$1.84M +44,710 +130%