AF
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Advisornet Financial’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Advisornet Financial’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
2025
Q2 		– Sell
-20
Closed -$842 – 2275
2025
Q1 		$842 Hold
20
– – ﹤0.01% 1902
2024
Q4 		$810 Buy
+20
New +$825 ﹤0.01% 1706
2024
Q1 		– Sell
-275
Closed -$11.4K – 2161
2023
Q4 		$11.4K Sell
275
-43
-14% -$1.73K ﹤0.01% 1272
2023
Q3 		$12.7K Sell
318
-194
-38% -$7.91K ﹤0.01% 1181
2023
Q2 		$21.2K Sell
512
-130
-20% -$5.48K ﹤0.01% 1069
2023
Q1 		$27.5K Sell
642
-2,484
-79% -$104K ﹤0.01% 969
2022
Q4 		$129K Sell
3,126
-9,801
-76% -$405K 0.01% 569
2022
Q3 		$525K Buy
12,927
+1,158
+10% +$51.2K 0.05% 313
2022
Q2 		$518K Buy
11,769
+6,965
+145% +$318K 0.05% 308
2022
Q1 		$229K Buy
+4,804
New +$232K 0.01% 532

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Advisornet Financial's DFIP Position: Q2 2025 in Review

Advisornet Financial sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2025, closing a stake of 20 shares — an estimated $842 sold.

Advisornet Financial first reported a position in DFIP in Q1 2022 and held it in 10 quarters. The position peaked at $525K in Q3 2022. 138 funds tracked by Wall St. Rank hold DFIP as of Q2 2025.

  • Advisornet Financial reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 20 Dimensional Inflation-Protected Securities ETF shares in Q2 2025, an estimated $842.
  • Advisornet Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 10 quarters.
  • Advisornet Financial's Dimensional Inflation-Protected Securities ETF position peaked at $525K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.