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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
Q2 		– Sell
-4,817
Closed -$201K – 492
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 $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

Berger Financial Group's DFIP Position: Q2 2026 in Review

Berger Financial Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026, closing a stake of 4,817 shares — an estimated $201K sold.

Berger Financial Group first reported a position in DFIP in Q4 2024 and held it in 5 quarters. The position peaked at $228K in Q4 2024. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Berger Financial Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 4,817 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $201K.
  • Berger Financial Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and held it in 5 quarters.
  • Berger Financial Group's Dimensional Inflation-Protected Securities ETF position peaked at $228K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.