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Dimensional Inflation-Protected Securities ETF

138 hedge funds and large institutions have $663M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1% more capital invested

Capital invested by funds: $654M → $663M (+$8.72M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 139138 (-1)

1.34% less ownership

Funds ownership: 73.39%72.06% (-1.3%)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.82%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
10
Increased
75
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$149M +$8.77K +211 +0%
HWM
2
Heirloom Wealth Management
Colorado
$41.1M -$1.77M -42,480 -4%
PCI
3
Planning Center Inc
Illinois
$36.3M +$774K +18,628 +2%
HIGP
4
Hill Investment Group Partners
Missouri
$33.4M +$350K +8,421 +1%
HWM
5
Hemington Wealth Management
Virginia
$32M +$1.93M +46,510 +6%
GWA
6
Geometric Wealth Advisors
District of Columbia
$20.9M +$35.2K +848 +0.2%
CAM
7
CPA Asset Management
Florida
$18.1M +$412K +9,912 +2%
RK
8
Rather & Kittrell
Tennessee
$17.5M -$96.8K -2,329 -0.6%
PS
9
Pinney & Scofield
Massachusetts
$16.7M -$28.4K -683 -0.2%
LEFP
10
Leading Edge Financial Planning
Tennessee
$16M +$1.05M +25,282 +7%
PWS
11
Physician Wealth Solutions
Nevada
$14.7M -$40.9K -983 -0.3%
SIM
12
Stratos Investment Management
Ohio
$14.6M +$925K +22,248 +7%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12.1M +$256K +6,166 +2%
AWM
14
Austin Wealth Management
Texas
$10.9M +$824K +19,815 +8%
FOA
15
Five Oceans Advisors
California
$10.7M +$363K +8,738 +4%
YWM
16
Yardley Wealth Management
Pennsylvania
$10.5M +$369K +8,885 +4%
FFO
17
Fortitude Family Office
Arizona
$10.2M +$4.07M +97,992 +67%
SC
18
Scratch Capital
Idaho
$9.82M +$1.95M +47,031 +25%
CWM
19
Core Wealth Management
Florida
$9.31M +$554K +13,324 +6%
NDWM
20
New Dimensions Wealth Management
Texas
$8.44M +$232K +5,573 +3%
LFA
21
Level Financial Advisors
New York
$8.34M +$512K +12,326 +7%
KWM
22
KFG Wealth Management
Indiana
$8.15M +$191K +4,598 +2%
LFG
23
Larson Financial Group
Missouri
$7.65M -$2.14M -51,431 -22%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$7.13M -$617K -14,843 -8%
AC
25
Apella Capital
Connecticut
$6.98M +$60.8K +1,462 +0.9%

DFIP Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q2 2025, worth a combined $663M — up 1.3% from $654M a quarter earlier.

Fund positioning in DFIP was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 75 added to existing stakes and 39 trimmed.

The largest buyer was Fortitude Family Office, adding an estimated $4.07M. The largest seller was IFP Advisors, cutting an estimated $4.19M.

  • 138 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q2 2025, down from 139 in Q1 2025.
  • Funds reported $663M of Dimensional Inflation-Protected Securities ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 10 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q2 2025 was Fortitude Family Office, an estimated $4.07M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q2 2025 was IFP Advisors, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2025.