BWA
DFIP icon

BCU Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

BCU Wealth Advisors’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 		$5.27M Buy
127,636
+11,636
+10% +$487K 1.75% 8
2026
Q1 		$4.84M Buy
116,000
+3,097
+3% +$130K 1.8% 8
2025
Q4 		$4.69M Buy
112,903
+9,073
+9% +$382K 1.8% 7
2025
Q3 		$4.38M Buy
103,830
+6,881
+7% +$290K 1.77% 7
2025
Q2 		$4.05M Buy
96,949
+13,852
+17% +$576K 1.82% 7
2025
Q1 		$3.5M Sell
83,097
-6,304
-7% -$260K 1.82% 8
2024
Q4 		$3.62M Buy
89,401
+44,003
+97% +$1.82M 2.07% 8
2024
Q3 		$1.92M Buy
45,398
+4,468
+11% +$186K 1.14% 14
2024
Q2 		$1.67M Buy
40,930
+5,795
+16% +$236K 1.23% 14
2024
Q1 		$1.45M Buy
35,135
+3,678
+12% +$151K 1.23% 13
2023
Q4 		$1.3M Buy
+31,457
New +$1.26M 1.41% 11

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 $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
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
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 $516M AUM 28.38% 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

BCU Wealth Advisors's DFIP Position: Q2 2026 in Review

BCU Wealth Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 10% in Q2 2026, buying an estimated $487K and bringing the position to 127,636 shares worth $5.27M. The position accounts for 1.75% of the portfolio, ranked #8.

BCU Wealth Advisors first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • BCU Wealth Advisors held 127,636 shares of Dimensional Inflation-Protected Securities ETF worth $5.27M as of Q2 2026.
  • BCU Wealth Advisors bought 11,636 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $487K.
  • Dimensional Inflation-Protected Securities ETF made up 1.75% of BCU Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • BCU Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.