AC
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Applied Capital’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Applied Capital’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 		– Sell
-15,299
Closed -$636K – 52
2025
Q4 		$636K Buy
15,299
+80
+0.5% +$3.37K 0.24% 33
2025
Q3 		$643K Hold
15,219
– – 0.26% 33
2025
Q2 		$636K Sell
15,219
-17
-0.1% -$707 0.28% 32
2025
Q1 		$642K Buy
15,236
+241
+2% +$9.94K 0.31% 30
2024
Q4 		$607K Buy
14,995
+202
+1% +$8.34K 0.31% 33
2024
Q3 		$625K Hold
14,793
– – 0.32% 32
2024
Q2 		$604K Hold
14,793
– – 0.35% 29
2024
Q1 		$610K Hold
14,793
– – 0.36% 29
2023
Q4 		$611K Sell
14,793
-771
-5% -$30.9K 0.34% 30
2023
Q3 		$619K Buy
15,564
+361
+2% +$14.7K 0.38% 29
2023
Q2 		$628K Hold
15,203
– – 0.39% 28
2023
Q1 		$651K Hold
15,203
– – 0.43% 27
2022
Q4 		$626K Hold
15,203
– – 0.45% 27
2022
Q3 		$618K Sell
15,203
-1,000
-6% -$44.2K 0.42% 31
2022
Q2 		$713K Buy
+16,203
New +$740K 0.49% 29

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

Applied Capital's DFIP Position: Q1 2026 in Review

Applied Capital sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 15,299 shares — an estimated $636K sold.

Applied Capital first reported a position in DFIP in Q2 2022 and held it in 15 quarters. The position peaked at $713K in Q2 2022. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Applied Capital reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Applied Capital sold 15,299 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $636K.
  • Applied Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 15 quarters.
  • Applied Capital's Dimensional Inflation-Protected Securities ETF position peaked at $713K in Q2 2022.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Applied Capital's 13F filing for Q1 2026, filed 22 Apr 2026.