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Brinker Capital Investments’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Brinker Capital Investments’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
2023
Q3 		– Sell
-9,901
Closed -$409K – 1623
2023
Q2 		$409K Buy
+9,901
New +$417K ﹤0.01% 1285

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Brinker Capital Investments's DFIP Position: Q3 2023 in Review

Brinker Capital Investments sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2023, closing a stake of 9,901 shares — an estimated $409K sold.

Brinker Capital Investments first reported a position in DFIP in Q2 2023 and held it in 1 quarter. The position peaked at $409K in Q2 2023. 77 funds tracked by Wall St. Rank hold DFIP as of Q3 2023.

  • Brinker Capital Investments reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 9,901 Dimensional Inflation-Protected Securities ETF shares in Q3 2023, an estimated $409K.
  • Brinker Capital Investments first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and held it in 1 quarter.
  • Brinker Capital Investments's Dimensional Inflation-Protected Securities ETF position peaked at $409K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2023.

Based on Brinker Capital Investments's 13F filing for Q3 2023, filed 31 Jul 2025.