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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

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 159162 (+3)

2% less capital invested

Capital invested by funds: $775M → $758M (-$16.3M)

3.28% less ownership

Funds ownership: 74.25%70.97% (-3.3%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
1.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.25%
New
21
Increased
74
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$162M +$6.29M +150,342 +4%
BPA
2
Beacon Pointe Advisors
California
$47.3M +$33.3K +795 +0.1%
PCI
3
Planning Center Inc
Illinois
$44.2M +$1.77M +42,165 +4%
HIGP
4
Hill Investment Group Partners
Missouri
$33M -$477K -11,383 -1%
PS
5
Pinney & Scofield
Massachusetts
$23.6M +$1.86M +44,443 +9%
RK
6
Rather & Kittrell
Tennessee
$22.3M +$1.18M +28,153 +6%
LEFP
7
Leading Edge Financial Planning
Tennessee
$21.5M +$1.65M +39,369 +8%
GWA
8
Geometric Wealth Advisors
District of Columbia
$21.3M -$601K -14,358 -3%
FFO
9
Fortitude Family Office
Arizona
$21M +$3.17M +75,772 +18%
SIM
10
Stratos Investment Management
Ohio
$19.4M +$849K +20,281 +5%
PWS
11
Physician Wealth Solutions
Nevada
$17.9M +$1.44M +34,468 +9%
SC
12
Scratch Capital
Idaho
$14.6M +$1.28M +30,526 +10%
LFA
13
Level Financial Advisors
New York
$14.3M +$944K +22,549 +7%
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$12.7M +$169K +4,046 +1%
YWM
15
Yardley Wealth Management
Pennsylvania
$12M +$758K +18,102 +7%
KWM
16
KFG Wealth Management
Indiana
$10.6M +$977K +23,344 +10%
FOA
17
Five Oceans Advisors
California
$10.6M -$293 -7 -0%
CWM
18
Core Wealth Management
Florida
$10.6M +$546K +13,047 +5%
SC
19
Savant Capital
Illinois
$10M -$39.4K -941 -0.4%
NDWM
20
New Dimensions Wealth Management
Texas
$9.82M +$351K +8,380 +4%
MWA
21
Monograph Wealth Advisors
California
$9.74M +$387K +9,240 +4%
AC
22
Apella Capital
Connecticut
$9.59M +$1.62M +38,703 +21%
FPI
23
Financial Plan Inc
Washington
$8.07M +$1.95M +46,545 +32%
HWM
24
Heirloom Wealth Management
Colorado
$8.02M -$37.8M -903,797 -82%
AWM
25
Austin Wealth Management
Texas
$7.53M -$3.89M -92,968 -34%