Bridge Generations Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Bridge Generations Wealth Management’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	$201K	Buy	+4,878	New	+$204K	0.1%	34
2026 Q1	–	Sell	-3,449	Closed	-$143K	–	56
2025 Q4	$143K	Hold	3,449	–	–	0.09%	36
2025 Q3	$146K	Sell	3,449 -160	-4%	-$6.73K	0.1%	36
2025 Q2	$151K	Hold	3,609	–	–	0.09%	35
2025 Q1	$152K	Sell	3,609 -43	-1%	-$1.77K	0.1%	31
2024 Q4	$148K	Buy	+3,652	New	+$151K	0.1%	27

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

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

Bridge Generations Wealth Management's DFIP Position: Q2 2026 in Review

Bridge Generations Wealth Management opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026: 4,878 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #34 among its holdings. This is a return to the name: Bridge Generations Wealth Management previously reported a position in DFIP as recently as Q4 2025.

Bridge Generations Wealth Management first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Bridge Generations Wealth Management held 4,878 shares of Dimensional Inflation-Protected Securities ETF worth $201K as of Q2 2026.
Dimensional Inflation-Protected Securities ETF was a new Bridge Generations Wealth Management position in Q2 2026.
Dimensional Inflation-Protected Securities ETF made up 0.1% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #34 holding.
Bridge Generations Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.