Dimensional Inflation-Protected Securities ETF
DFIP
100 hedge funds and large institutions have $408M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 26
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
49% more capital invested
Capital invested by funds: $274M → $408M (+$134M)
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
9.43% more ownership
Funds ownership: 53.93% → 63.36% (+9.4%)
6% more funds holding
Funds holding: 94 → 100 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMI
Matson Money Inc
Mason,
Ohio
|
+$83.7M |
| 2 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$30.1M |
| 3 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$9.75M |
| 4 |
HWM
Heirloom Wealth Management
Greenwood Village,
Colorado
|
+$4.35M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.23M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.62M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.43M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$1.27M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$1.22M |
DFIP Hedge Fund Activity: Q2 2024 in Review
100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2024, worth a combined $408M — up 49% from $274M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DFIP positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 26 trimmed.
The largest buyer was Matson Money Inc, opening a new position worth an estimated $83.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.23M sold.
- 100 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2024, up from 94 in Q1 2024.
- Funds reported $408M of Dimensional Inflation-Protected Securities ETF stock for Q2 2024, up 49% quarter-over-quarter.
- 16 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
- The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2024 was Matson Money Inc, an estimated $83.7M added.
- The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2024 was Flow Traders U.S., an estimated $3.23M sold.
Based on aggregated 13F filings for Q2 2024.