AssetMark Inc’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

AssetMark Inc’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	$3.17M	Buy	76,723 +6,060	+9%	+$254K	0.01%	850
2026 Q1	$2.95M	Sell	70,663 -1,465	-2%	-$61.3K	0.01%	793
2025 Q4	$3M	Sell	72,128 -908	-1%	-$38.2K	0.01%	764
2025 Q3	$3.08M	Sell	73,036 -439	-0.6%	-$18.5K	0.01%	729
2025 Q2	$3.07M	Buy	+73,475	New	+$3.05M	0.01%	686

Other funds holding DFIP

MMI

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

PCI

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

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

AssetMark Inc's DFIP Position: Q2 2026 in Review

AssetMark Inc increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.6% in Q2 2026, buying an estimated $254K and bringing the position to 76,723 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #850.

AssetMark Inc first reported a position in DFIP in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

AssetMark Inc held 76,723 shares of Dimensional Inflation-Protected Securities ETF worth $3.17M as of Q2 2026.
AssetMark Inc bought 6,060 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $254K.
Dimensional Inflation-Protected Securities ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #850 holding.
AssetMark Inc first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.