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Berger Financial Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Berger Financial Group’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 		$201K Buy
+4,817
New +$202K 0.01% 457
2025
Q4 		– Sell
-4,971
Closed -$210K – 476
2025
Q3 		$210K Buy
4,971
+73
+1% +$3.07K 0.01% 422
2025
Q2 		$205K Hold
4,898
– – 0.01% 403
2025
Q1 		$206K Sell
4,898
-733
-13% -$30.2K 0.01% 408
2024
Q4 		$228K Buy
+5,631
New +$232K 0.02% 377

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

Berger Financial Group's DFIP Position: Q1 2026 in Review

Berger Financial Group opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026: 4,817 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in DFIP as recently as Q3 2025.

Berger Financial Group first reported a position in DFIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $228K in Q4 2024. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Berger Financial Group held 4,817 shares of Dimensional Inflation-Protected Securities ETF worth $201K as of Q1 2026.
  • Dimensional Inflation-Protected Securities ETF was a new Berger Financial Group position in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #457 holding.
  • Berger Financial Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 5 quarters since.
  • Berger Financial Group's Dimensional Inflation-Protected Securities ETF position peaked at $228K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.