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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
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 $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

Bridge Generations Wealth Management's DFIP Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 3,449 shares — an estimated $143K sold.

Bridge Generations Wealth Management first reported a position in DFIP in Q4 2024 and held it in 5 quarters. The position peaked at $152K in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 3,449 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $143K.
  • Bridge Generations Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $152K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.