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

Allworth 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
2026 Q2	$1.06M	Sell	25,730 -335	-1%	-$14K	﹤0.01%	720
2026 Q1	$1.09M	Sell	26,065 -122	-0.5%	-$5.11K	﹤0.01%	685
2025 Q4	$1.09M	Buy	26,187 +318	+1%	+$13.4K	﹤0.01%	675
2025 Q3	$1.09M	Sell	25,869 -330	-1%	-$13.9K	﹤0.01%	643
2025 Q2	$1.1M	Buy	26,199 +228	+0.9%	+$9.48K	0.01%	612
2025 Q1	$1.08M	Buy	25,971 +185	+0.7%	+$7.63K	0.01%	506
2024 Q4	$1.05M	Sell	25,786 -2,194	-8%	-$90.5K	0.01%	528
2024 Q3	$1.18M	Sell	27,980 -2,650	-9%	-$110K	0.01%	412
2024 Q2	$1.26M	Buy	+30,630	New	+$1.25M	0.01%	390
2023 Q3	–	Sell	-142	Closed	-$5.87K	–	3461
2023 Q2	$5.87K	Hold	142	–	–	﹤0.01%	2037
2023 Q1	$6.08K	Buy	+142	New	+$5.94K	﹤0.01%	1964
2022 Q3	–	Sell	-4,127	Closed	-$182K	–	2748
2022 Q2	$182K	Hold	4,127	–	–	﹤0.01%	576
2022 Q1	$197K	Buy	+4,127	New	+$200K	﹤0.01%	555

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Allworth Financial's DFIP Position: Q2 2026 in Review

Allworth Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.3% in Q2 2026, selling an estimated $14K and leaving 25,730 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Allworth Financial first reported a position in DFIP in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2024. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Allworth Financial held 25,730 shares of Dimensional Inflation-Protected Securities ETF worth $1.06M as of Q2 2026.
Allworth Financial sold 335 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $14K.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #720 holding.
Allworth Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and has held it in 13 quarters since.
Allworth Financial's Dimensional Inflation-Protected Securities ETF position peaked at $1.26M in Q2 2024.
169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.