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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
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$151M
HWM
2
Heirloom Wealth Management
Colorado
$43.2M
PCI
3
Planning Center Inc
Illinois
$35.8M
HIGP
4
Hill Investment Group Partners
Missouri
$33.3M
HWM
5
Hemington Wealth Management
Virginia
$30.3M
GWA
6
Geometric Wealth Advisors
District of Columbia
$21M
CAM
7
CPA Asset Management
Florida
$17.8M
RK
8
Rather & Kittrell
Tennessee
$17.7M
PS
9
Pinney & Scofield
Massachusetts
$16.9M
LEFP
10
Leading Edge Financial Planning
Tennessee
$15M
PWS
11
Physician Wealth Solutions
Nevada
$14.8M
SIM
12
Stratos Investment Management
Ohio
$13.8M
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12M
FOA
14
Five Oceans Advisors
California
$10.4M
YWM
15
Yardley Wealth Management
Pennsylvania
$10.2M
AWM
16
Austin Wealth Management
Texas
$10.1M
LFG
17
Larson Financial Group
Missouri
$9.87M
CWM
18
Core Wealth Management
Florida
$8.82M
NDWM
19
New Dimensions Wealth Management
Texas
$8.28M
KWM
20
KFG Wealth Management
Indiana
$8.02M
SC
21
Scratch Capital
Idaho
$7.91M
LFA
22
Level Financial Advisors
New York
$7.89M
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$7.8M
AC
24
Apella Capital
Connecticut
$6.9M
FFO
25
Fortitude Family Office
Arizona
$6.15M