AF
DFIP icon

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
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

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

Allworth Financial's DFIP Position: Q1 2026 in Review

Allworth Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.47% in Q1 2026, selling an estimated $5.11K and leaving 26,065 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Allworth Financial first reported a position in DFIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2024. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Allworth Financial held 26,065 shares of Dimensional Inflation-Protected Securities ETF worth $1.09M as of Q1 2026.
  • Allworth Financial sold 122 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $5.11K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #685 holding.
  • Allworth Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and has held it in 12 quarters since.
  • Allworth Financial's Dimensional Inflation-Protected Securities ETF position peaked at $1.26M in Q2 2024.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.