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Dimensional Inflation-Protected Securities ETF
DFIP

128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

148% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 27

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

16% more funds holding

Funds holding: 110 → 128 (+18)

11% more capital invested

Capital invested by funds: $527M → $585M (+$58.2M)

5.61% more ownership

Funds ownership: 67.3% → 72.9% (+5.6%)

Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.69%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
27
Increased
67
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FOA
Five Oceans Advisors
California
+$5.39M
2
FTUS
Flow Traders U.S.
New York
+$4.36M
3
FFO
Fortitude Family Office
Arizona
+$4.33M
4
LEFP
Leading Edge Financial Planning
Tennessee
+$4.06M
5
SIM
Stratos Investment Management
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
B
BetterWealth
California
-$6.6M
2
TIAM2
Tru Independence Asset Management 2
Oregon
-$2.23M
3
SCM
Saxony Capital Management
Missouri
-$2.12M
4
KA
Klingman & Associates
New York
-$2.02M
5
LFG
Larson Financial Group
Missouri
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMI
1
Matson Money Inc
Ohio
$142M +$1.02M +24,817 +0.7%
HWM
2
Heirloom Wealth Management
Colorado
$42.6M +$2.46M +59,625 +6%
HIGP
3
Hill Investment Group Partners
Missouri
$32.3M -$198K -4,799 -0.6%
PCI
4
Planning Center Inc
Illinois
$30.5M +$402K +9,736 +1%
GWA
5
Geometric Wealth Advisors
District of Columbia
$18.3M +$877K +21,242 +5%
CAM
6
CPA Asset Management
Florida
$17M +$622K +15,081 +4%
RK
7
Rather & Kittrell
Tennessee
$15.4M +$1.94M +47,065 +14%
PWS
8
Physician Wealth Solutions
Nevada
$14.4M +$74.7K +1,811 +0.5%
PS
9
Pinney & Scofield
Massachusetts
$14.2M +$14.5M +351,400 New
LEFP
10
Leading Edge Financial Planning
Tennessee
$14M +$4.06M +98,395 +40%
FOA
11
Five Oceans Advisors
California
$13.5M +$5.39M +130,693 +64%
SIM
12
Stratos Investment Management
Ohio
$12.5M +$3.93M +95,151 +45%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$11.5M +$562K +13,615 +5%
YWM
14
Yardley Wealth Management
Pennsylvania
$11.1M +$1.57M +37,990 +16%
LFG
15
Larson Financial Group
Missouri
$10.6M -$1.73M -42,000 -14%
HWM
16
Hemington Wealth Management
Virginia
$10.1M +$2.62M +63,390 +34%
AWM
17
Austin Wealth Management
Texas
$9.04M +$482K +11,691 +6%
CWM
18
Core Wealth Management
Florida
$8.16M +$630K +15,269 +8%
KWM
19
KFG Wealth Management
Indiana
$7.21M +$3.1M +75,072 +73%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$7.03M +$1.71M +41,394 +31%
LFA
21
Level Financial Advisors
New York
$6.6M +$1.25M +30,277 +23%
SC
22
Scratch Capital
Idaho
$5.96M +$6.08M +147,217 New
AC
23
Apella Capital
Connecticut
$5.92M +$534K +12,928 +10%
DWM
24
David Wealth Management
Virginia
$5.86M +$5.97M +144,719 New
PGF
25
Plan Group Financial
Oklahoma
$4.97M +$107K +2,592 +2%
1
2 3 4 5

DFIP Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2024, worth a combined $585M — up 11% from $527M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIP positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 27 trimmed.

The largest buyer was Five Oceans Advisors, adding an estimated $5.39M. The largest seller was BetterWealth, exiting entirely with an estimated $6.6M sold.

  • 128 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $585M of Dimensional Inflation-Protected Securities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2024 was Five Oceans Advisors, an estimated $5.39M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2024 was BetterWealth, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2024.