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

Altiora Financial Group’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	$3.28M	Hold	78,596	–	–	0.54%	35
2025 Q4	$3.27M	Sell	78,596 -3,635	-4%	-$153K	0.56%	33
2025 Q3	$3.47M	Buy	82,231 +285	+0.3%	+$12K	0.64%	28
2025 Q2	$3.43M	Buy	81,946 +373	+0.5%	+$15.5K	0.67%	28
2025 Q1	$3.44M	Buy	81,573 +105	+0.1%	+$4.33K	0.73%	26
2024 Q4	$3.3M	Buy	81,468 +9,599	+13%	+$396K	0.72%	26
2024 Q3	$3.04M	Sell	71,869 -12,840	-15%	-$535K	0.67%	28
2024 Q2	$3.46M	Sell	84,709 -441	-0.5%	-$18K	0.83%	24
2024 Q1	$3.51M	Hold	85,150	–	–	0.95%	22
2023 Q4	$3.51M	Buy	+85,150	New	+$3.42M	1.02%	20

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 $1.06B AUM 12.82% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

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 $516M AUM 28.38% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Altiora Financial Group's DFIP Position: Q1 2026 in Review

Altiora Financial Group held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 78,596 shares worth $3.28M. The position accounts for 0.54% of the portfolio, ranked #35.

Altiora Financial Group first reported a position in DFIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q4 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Altiora Financial Group held 78,596 shares of Dimensional Inflation-Protected Securities ETF worth $3.28M as of Q1 2026.
Altiora Financial Group left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
Dimensional Inflation-Protected Securities ETF made up 0.54% of Altiora Financial Group's portfolio in Q1 2026, its #35 holding.
Altiora Financial Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 10 quarters since.
Altiora Financial Group's Dimensional Inflation-Protected Securities ETF position peaked at $3.51M in Q4 2023.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.