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1620 Investment Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

1620 Investment Advisors’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.54K Sell
110
-30
-21% -$1.26K ﹤0.01% 562
2026
Q1 		$5.84K Hold
140
– – ﹤0.01% 517
2025
Q4 		$5.82K Buy
+140
New +$5.89K ﹤0.01% 507

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

1620 Investment Advisors's DFIP Position: Q2 2026 in Review

1620 Investment Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 21% in Q2 2026, selling an estimated $1.26K and leaving 110 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

1620 Investment Advisors first reported a position in DFIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.84K in Q1 2026. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • 1620 Investment Advisors held 110 shares of Dimensional Inflation-Protected Securities ETF worth $4.54K as of Q2 2026.
  • 1620 Investment Advisors sold 30 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.26K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #562 holding.
  • 1620 Investment Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 1620 Investment Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $5.84K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.