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Dimensional Inflation-Protected Securities ETF

139 hedge funds and large institutions have $654M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $585M → $654M (+$69.3M)

9% more funds holding

Funds holding: 128139 (+11)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.49% more ownership

Funds ownership: 72.9%73.39% (+0.49%)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
14
Increased
75
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$151M +$2.39M +57,925 +2%
HWM
2
Heirloom Wealth Management
Colorado
$43.2M -$1.04M -25,102 -2%
PCI
3
Planning Center Inc
Illinois
$35.8M +$3.95M +95,866 +13%
HIGP
4
Hill Investment Group Partners
Missouri
$33.3M -$342K -8,299 -1%
HWM
5
Hemington Wealth Management
Virginia
$30.3M +$19.4M +470,949 +190%
GWA
6
Geometric Wealth Advisors
District of Columbia
$21M +$1.93M +46,864 +10%
CAM
7
CPA Asset Management
Florida
$17.8M +$48.1K +1,167 +0.3%
RK
8
Rather & Kittrell
Tennessee
$17.7M +$1.65M +40,087 +11%
PS
9
Pinney & Scofield
Massachusetts
$16.9M +$2.05M +49,586 +14%
LEFP
10
Leading Edge Financial Planning
Tennessee
$15M +$466K +11,304 +3%
PWS
11
Physician Wealth Solutions
Nevada
$14.8M -$144K -3,496 -1%
SIM
12
Stratos Investment Management
Ohio
$13.8M +$782K +18,958 +6%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12M +$37.2K +902 +0.3%
FOA
14
Five Oceans Advisors
California
$10.4M -$3.63M -87,876 -26%
YWM
15
Yardley Wealth Management
Pennsylvania
$10.2M -$1.32M -32,103 -12%
AWM
16
Austin Wealth Management
Texas
$10.1M +$801K +19,406 +9%
LFG
17
Larson Financial Group
Missouri
$9.87M -$1.1M -26,695 -10%
CWM
18
Core Wealth Management
Florida
$8.82M +$323K +7,837 +4%
NDWM
19
New Dimensions Wealth Management
Texas
$8.28M +$8.11M +196,631 New
KWM
20
KFG Wealth Management
Indiana
$8.02M +$505K +12,239 +7%
SC
21
Scratch Capital
Idaho
$7.91M +$1.68M +40,652 +28%
LFA
22
Level Financial Advisors
New York
$7.89M +$999K +24,226 +15%
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$7.8M +$482K +11,691 +7%
AC
24
Apella Capital
Connecticut
$6.9M +$817K +19,796 +14%
FFO
25
Fortitude Family Office
Arizona
$6.15M +$1.7M +41,124 +39%

DFIP Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q1 2025, worth a combined $654M — up 12% from $585M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFIP positions and 3 closed out — a net gain of 11 holders — while 75 added to existing stakes and 36 trimmed.

The largest buyer was Hemington Wealth Management, adding an estimated $19.4M. The largest seller was Five Oceans Advisors, cutting an estimated $3.63M.

  • 139 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $654M of Dimensional Inflation-Protected Securities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 14 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q1 2025 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q1 2025 was Hemington Wealth Management, an estimated $19.4M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q1 2025 was Five Oceans Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q1 2025.