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Dimensional Inflation-Protected Securities ETF

162 hedge funds and large institutions have $758M invested in Dimensional Inflation-Protected Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
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
$162M
BPA
2
Beacon Pointe Advisors
California
$47.3M
PCI
3
Planning Center Inc
Illinois
$44.2M
HIGP
4
Hill Investment Group Partners
Missouri
$33M
PS
5
Pinney & Scofield
Massachusetts
$23.6M
RK
6
Rather & Kittrell
Tennessee
$22.3M
LEFP
7
Leading Edge Financial Planning
Tennessee
$21.5M
GWA
8
Geometric Wealth Advisors
District of Columbia
$21.3M
FFO
9
Fortitude Family Office
Arizona
$21M
SIM
10
Stratos Investment Management
Ohio
$19.4M
PWS
11
Physician Wealth Solutions
Nevada
$17.9M
SC
12
Scratch Capital
Idaho
$14.6M
LFA
13
Level Financial Advisors
New York
$14.3M
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$12.7M
YWM
15
Yardley Wealth Management
Pennsylvania
$12M
KWM
16
KFG Wealth Management
Indiana
$10.6M
FOA
17
Five Oceans Advisors
California
$10.6M
CWM
18
Core Wealth Management
Florida
$10.6M
SC
19
Savant Capital
Illinois
$10M
NDWM
20
New Dimensions Wealth Management
Texas
$9.82M
MWA
21
Monograph Wealth Advisors
California
$9.74M
AC
22
Apella Capital
Connecticut
$9.59M
FPI
23
Financial Plan Inc
Washington
$8.07M
HWM
24
Heirloom Wealth Management
Colorado
$8.02M
AWM
25
Austin Wealth Management
Texas
$7.53M