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Dimensional Inflation-Protected Securities ETF

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.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
16
Increased
51
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MMI
1
Matson Money Inc
Ohio
$84.2M +$84.2M +2,051,960 New
HWM
2
Heirloom Wealth Management
Colorado
$38.8M +$4.35M +106,621 +13%
HIGP
3
Hill Investment Group Partners
Missouri
$33.3M -$464K -11,308 -1%
PCI
4
Planning Center Inc
Illinois
$30.2M +$30.2M +738,576 New
CAM
5
CPA Asset Management
Florida
$16.3M +$112K +2,749 +0.7%
GWA
6
Geometric Wealth Advisors
District of Columbia
$15.6M +$9.76M +238,974 +167%
LFG
7
Larson Financial Group
Missouri
$13.3M -$1.27M -31,102 -9%
RK
8
Rather & Kittrell
Tennessee
$12.5M +$1.55M +37,937 +14%
MSWMA
9
Market Street Wealth Management Advisors
Indiana
$10.9M +$448K +10,968 +4%
FOA
10
Five Oceans Advisors
California
$8.29M -$491K -12,033 -6%
AWM
11
Austin Wealth Management
Texas
$8.23M +$785K +19,029 +11%
LEFP
12
Leading Edge Financial Planning
Tennessee
$8.02M +$409K +10,010 +5%
CWM
13
Core Wealth Management
Florida
$7.61M +$487K +11,935 +7%
SIM
14
Stratos Investment Management
Ohio
$7.01M +$3.48M +85,150 +99%
B
15
BetterWealth
California
$5.94M +$618K +15,137 +12%
PWS
16
Physician Wealth Solutions
Nevada
$5.91M +$1.16M +28,453 +24%
AC
17
Apella Capital
Connecticut
$5.51M -$218K -5,318 -4%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$5.13M -$1.22M -29,820 -19%
IA
19
IFP Advisors
Florida
$4.81M +$302K +7,402 +7%
PGF
20
Plan Group Financial
Oklahoma
$4.58M +$336K +8,232 +8%
LFA
21
Level Financial Advisors
New York
$4.57M +$1.34M +32,768 +41%
KF
22
Krilogy Financial
Missouri
$3.6M +$743K +18,191 +26%
HWM
23
Hemington Wealth Management
Virginia
$3.56M +$395K +9,674 +12%
SFP
24
Sterling Financial Planning
New Jersey
$3.54M -$361K -8,850 -9%
AFG
25
Altiora Financial Group
Ohio
$3.46M -$18K -441 -0.5%