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AE Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

AE Wealth Management’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
Q1 		$4.13K Sell
99
-99
-50% -$4.14K ﹤0.01% 2402
2025
Q4 		$8.24K Buy
198
+1
+0.5% +$42 ﹤0.01% 2163
2025
Q3 		$8.32K Buy
197
+100
+103% +$4.21K ﹤0.01% 2020
2025
Q2 		$4.05K Buy
97
+2
+2% +$83 ﹤0.01% 1977
2025
Q1 		$4.01K Hold
95
– – ﹤0.01% 1963
2024
Q4 		$3.84K Buy
+95
New +$3.92K ﹤0.01% 1941

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

AE Wealth Management's DFIP Position: Q1 2026 in Review

AE Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 50% in Q1 2026, selling an estimated $4.14K and leaving 99 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

AE Wealth Management first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.32K in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • AE Wealth Management held 99 shares of Dimensional Inflation-Protected Securities ETF worth $4.13K as of Q1 2026.
  • AE Wealth Management sold 99 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $4.14K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2402 holding.
  • AE Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $8.32K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.