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Dimensional Inflation-Protected Securities ETF
DFIP

159 hedge funds and large institutions have $775M invested in Dimensional Inflation-Protected Securities ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

9% more funds holding

Funds holding: 146 → 159 (+13)

6% more capital invested

Capital invested by funds: $731M → $775M (+$43.3M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.18% more ownership

Funds ownership: 73.07% → 74.25% (+1.2%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
30
Increased
82
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
Beacon Pointe Advisors
California
+$47M
2
SC
Savant Capital
Illinois
+$10.1M
3
MMI
Matson Money Inc
Ohio
+$6.82M
4
FFO
Fortitude Family Office
Arizona
+$6.06M
5
PCI
Planning Center Inc
Illinois
+$4.98M

Top Sellers

1
IWS
Insight Wealth Strategies
California
-$19M
2
CAM
CPA Asset Management
Florida
-$8.16M
3
FFM
Forum Financial Management
Illinois
-$3.21M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.66M
5
SCM
Saxony Capital Management
Missouri
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMI
1
Matson Money Inc
Ohio
$155M +$6.82M +162,052 +5%
BPA
2
Beacon Pointe Advisors
California
$47.1M +$47M +1,116,586 +6,458%
HWM
3
Heirloom Wealth Management
Colorado
$45.5M +$1.28M +30,351 +3%
PCI
4
Planning Center Inc
Illinois
$42.2M +$4.98M +118,283 +13%
HIGP
5
Hill Investment Group Partners
Missouri
$33.4M +$110K +2,618 +0.3%
GWA
6
Geometric Wealth Advisors
District of Columbia
$21.9M +$197K +4,687 +0.9%
PS
7
Pinney & Scofield
Massachusetts
$21.6M +$3.28M +77,837 +18%
RK
8
Rather & Kittrell
Tennessee
$21M +$2.57M +61,107 +14%
LEFP
9
Leading Edge Financial Planning
Tennessee
$19.8M +$2.15M +51,065 +12%
SIM
10
Stratos Investment Management
Ohio
$18.5M +$932K +22,148 +5%
FFO
11
Fortitude Family Office
Arizona
$17.8M +$6.06M +143,923 +51%
PWS
12
Physician Wealth Solutions
Nevada
$16.3M +$949K +22,561 +6%
LFA
13
Level Financial Advisors
New York
$13.3M +$1.49M +35,340 +12%
SC
14
Scratch Capital
Idaho
$13.2M +$2.8M +66,531 +26%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$12.5M +$111K +2,642 +0.9%
AWM
16
Austin Wealth Management
Texas
$11.3M +$385K +9,148 +3%
YWM
17
Yardley Wealth Management
Pennsylvania
$11.2M +$1.33M +31,495 +13%
FOA
18
Five Oceans Advisors
California
$10.6M +$4.84K +115 +0%
SC
19
Savant Capital
Illinois
$10M +$10.1M +241,114 New
CWM
20
Core Wealth Management
Florida
$10M +$404K +9,592 +4%
KWM
21
KFG Wealth Management
Indiana
$9.63M +$707K +16,800 +8%
NDWM
22
New Dimensions Wealth Management
Texas
$9.43M +$480K +11,416 +5%
MWA
23
Monograph Wealth Advisors
California
$9.31M +$163K +3,866 +2%
AC
24
Apella Capital
Connecticut
$7.84M +$634K +15,075 +9%
HNWA
25
Henrickson Nauta Wealth Advisors
Michigan
$7.65M +$4.67M +111,105 +153%
1
2 3 4 5

DFIP Hedge Fund Activity: Q4 2025 in Review

159 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2025, worth a combined $775M — up 5.9% from $731M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIP positions and 11 closed out — a net gain of 19 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $47M. The largest seller was Insight Wealth Strategies, exiting entirely with an estimated $19M sold.

  • 159 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $775M of Dimensional Inflation-Protected Securities ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 30 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2025 and 11 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2025 was Beacon Pointe Advisors, an estimated $47M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2025 was Insight Wealth Strategies, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2025.