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Dimensional Inflation-Protected Securities ETF

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.

Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.7%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
27
Increased
67
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMI
1
Matson Money Inc
Ohio
$142M 3,515,199 +24,817 +0.7%
HWM
2
Heirloom Wealth Management
Colorado
$42.6M 1,050,930 +59,625 +6%
HIGP
3
Hill Investment Group Partners
Missouri
$32.3M 797,983 -4,799 -0.6%
PCI
4
Planning Center Inc
Illinois
$30.5M 754,100 +9,736 +1%
GWA
5
Geometric Wealth Advisors
District of Columbia
$18.3M 451,112 +21,242 +5%
CAM
6
CPA Asset Management
Florida
$17M 420,965 +15,081 +4%
RK
7
Rather & Kittrell
Tennessee
$15.4M 379,623 +47,065 +14%
PWS
8
Physician Wealth Solutions
Nevada
$14.4M 354,914 +1,811 +0.5%
PS
9
Pinney & Scofield
Massachusetts
$14.2M 351,400 +351,400 New
LEFP
10
Leading Edge Financial Planning
Tennessee
$14M 345,959 +98,395 +40%
FOA
11
Five Oceans Advisors
California
$13.5M 334,056 +130,693 +64%
SIM
12
Stratos Investment Management
Ohio
$12.5M 308,036 +95,151 +45%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$11.5M 283,103 +13,615 +5%
YWM
14
Yardley Wealth Management
Pennsylvania
$11.1M 273,504 +37,990 +16%
LFG
15
Larson Financial Group
Missouri
$10.6M 261,158 -42,000 -14%
HWM
16
Hemington Wealth Management
Virginia
$10.1M 248,427 +63,390 +34%
AWM
17
Austin Wealth Management
Texas
$9.04M 222,066 +11,691 +6%
CWM
18
Core Wealth Management
Florida
$8.16M 201,570 +15,269 +8%
KWM
19
KFG Wealth Management
Indiana
$7.21M 178,118 +75,072 +73%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$7.03M 173,641 +41,394 +31%
LFA
21
Level Financial Advisors
New York
$6.6M 163,027 +30,277 +23%
SC
22
Scratch Capital
Idaho
$5.96M 147,217 +147,217 New
AC
23
Apella Capital
Connecticut
$5.92M 146,255 +12,928 +10%
DWM
24
David Wealth Management
Virginia
$5.86M 144,719 +144,719 New
PGF
25
Plan Group Financial
Oklahoma
$4.97M 122,827 +2,592 +2%