We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF

146 hedge funds and large institutions have $731M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $663M → $731M (+$68.6M)

6% more funds holding

Funds holding: 138146 (+8)

1.01% more ownership

Funds ownership: 72.06%73.07% (+1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.92%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
15
Increased
82
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$151M +$8.92K +212 +0%
HWM
2
Heirloom Wealth Management
Colorado
$45M +$3.46M +82,312 +8%
HWM
3
Hemington Wealth Management
Virginia
$38.5M +$6.18M +146,941 +19%
PCI
4
Planning Center Inc
Illinois
$37.9M +$1.25M +29,748 +3%
HIGP
5
Hill Investment Group Partners
Missouri
$33.8M +$79.3K +1,885 +0.2%
GWA
6
Geometric Wealth Advisors
District of Columbia
$22M +$943K +22,410 +4%
IWS
7
Insight Wealth Strategies
California
$19M +$18.9M +449,081 New
RK
8
Rather & Kittrell
Tennessee
$18.8M +$1.14M +27,029 +6%
PS
9
Pinney & Scofield
Massachusetts
$18.7M +$1.78M +42,304 +11%
LEFP
10
Leading Edge Financial Planning
Tennessee
$17.9M +$1.77M +42,045 +11%
SIM
11
Stratos Investment Management
Ohio
$17.9M +$3.13M +74,389 +21%
PWS
12
Physician Wealth Solutions
Nevada
$15.7M +$861K +20,450 +6%
CAM
13
CPA Asset Management
Florida
$15.2M -$3.06M -72,735 -17%
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$12.6M +$349K +8,284 +3%
LFA
15
Level Financial Advisors
New York
$12M +$3.58M +85,143 +43%
FFO
16
Fortitude Family Office
Arizona
$12M +$1.71M +40,604 +17%
AWM
17
Austin Wealth Management
Texas
$11.2M +$94.5K +2,246 +0.9%
FOA
18
Five Oceans Advisors
California
$10.7M -$25.3K -601 -0.2%
SC
19
Scratch Capital
Idaho
$10.6M +$718K +17,064 +7%
FFM
20
Forum Financial Management
Illinois
$10.1M +$6.61M +157,075 +189%
YWM
21
Yardley Wealth Management
Pennsylvania
$10.1M -$495K -11,758 -5%
CWM
22
Core Wealth Management
Florida
$9.76M +$352K +8,365 +4%
MWA
23
Monograph Wealth Advisors
California
$9.3M +$3.53M +83,842 +61%
NDWM
24
New Dimensions Wealth Management
Texas
$9.1M +$559K +13,276 +7%
KWM
25
KFG Wealth Management
Indiana
$9.08M +$840K +19,946 +10%

DFIP Hedge Fund Activity: Q3 2025 in Review

146 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q3 2025, worth a combined $731M — up 10% from $663M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFIP positions and 5 closed out — a net gain of 10 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $18.9M. The largest seller was CPA Asset Management, cutting an estimated $3.06M.

  • 146 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $731M of Dimensional Inflation-Protected Securities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q3 2025 was Insight Wealth Strategies, an estimated $18.9M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q3 2025 was CPA Asset Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.