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Beacon Pointe Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Beacon Pointe 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
Q1 		$47.3M Buy
1,134,670
+795
+0.1% +$33.3K 0.25% 88
2025
Q4 		$47.1M Buy
1,133,875
+1,116,586
+6,458% +$47M 0.33% 68
2025
Q3 		$730K Buy
+17,289
New +$728K 0.01% 875

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

Beacon Pointe Advisors's DFIP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.07% in Q1 2026, buying an estimated $33.3K and bringing the position to 1,134,670 shares worth $47.3M. The position accounts for 0.25% of the portfolio, ranked #88.

Beacon Pointe Advisors first reported a position in DFIP in Q3 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Beacon Pointe Advisors held 1,134,670 shares of Dimensional Inflation-Protected Securities ETF worth $47.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 795 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $33.3K.
  • Dimensional Inflation-Protected Securities ETF made up 0.25% of Beacon Pointe Advisors's portfolio in Q1 2026, its #88 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.