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Dimensional Inflation-Protected Securities ETF

157 hedge funds and large institutions have $770M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
$155M
BPA
2
Beacon Pointe Advisors
California
$47.1M
HWM
3
Heirloom Wealth Management
Colorado
$45.5M
PCI
4
Planning Center Inc
Illinois
$42.2M
HIGP
5
Hill Investment Group Partners
Missouri
$33.4M
GWA
6
Geometric Wealth Advisors
District of Columbia
$21.9M
PS
7
Pinney & Scofield
Massachusetts
$21.6M
RK
8
Rather & Kittrell
Tennessee
$21M
LEFP
9
Leading Edge Financial Planning
Tennessee
$19.8M
SIM
10
Stratos Investment Management
Ohio
$18.5M
FFO
11
Fortitude Family Office
Arizona
$17.8M
PWS
12
Physician Wealth Solutions
Nevada
$16.3M
LFA
13
Level Financial Advisors
New York
$13.3M
SC
14
Scratch Capital
Idaho
$13.2M
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$12.5M
AWM
16
Austin Wealth Management
Texas
$11.3M
YWM
17
Yardley Wealth Management
Pennsylvania
$11.2M
FOA
18
Five Oceans Advisors
California
$10.6M
SC
19
Savant Capital
Illinois
$10M
CWM
20
Core Wealth Management
Florida
$10M
KWM
21
KFG Wealth Management
Indiana
$9.63M
NDWM
22
New Dimensions Wealth Management
Texas
$9.43M
MWA
23
Monograph Wealth Advisors
California
$9.31M
AC
24
Apella Capital
Connecticut
$7.84M
HNWA
25
Henrickson Nauta Wealth Advisors
Michigan
$7.65M