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 Q2	$48.8M	Buy	1,182,158 +47,488	+4%	+$1.99M	0.23%	99
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 $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

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

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

PWS

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

Beacon Pointe Advisors's DFIP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.2% in Q2 2026, buying an estimated $1.99M and bringing the position to 1,182,158 shares worth $48.8M. The position accounts for 0.23% of the portfolio, ranked #99.

Beacon Pointe Advisors first reported a position in DFIP in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Beacon Pointe Advisors held 1,182,158 shares of Dimensional Inflation-Protected Securities ETF worth $48.8M as of Q2 2026.
Beacon Pointe Advisors bought 47,488 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.99M.
Dimensional Inflation-Protected Securities ETF made up 0.23% of Beacon Pointe Advisors's portfolio in Q2 2026, its #99 holding.
Beacon Pointe Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2025 and has held it in 4 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.