BH
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Burk Holdings’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Burk Holdings’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 		$30K Hold
726
– – 0.01% 176
2026
Q1 		$30.3K Buy
+726
New +$30.4K 0.01% 167
2025
Q3 		– Sell
-15,619
Closed -$653K – 74
2025
Q2 		$653K Buy
15,619
+2,267
+17% +$94.2K 0.41% 35
2025
Q1 		$562K Buy
13,352
+239
+2% +$9.86K 0.42% 33
2024
Q4 		$531K Buy
+13,113
New +$541K 0.43% 31

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

Burk Holdings's DFIP Position: Q2 2026 in Review

Burk Holdings held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 726 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #176.

Burk Holdings first reported a position in DFIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $653K in Q2 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Burk Holdings held 726 shares of Dimensional Inflation-Protected Securities ETF worth $30K as of Q2 2026.
  • Burk Holdings left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #176 holding.
  • Burk Holdings first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 5 quarters since.
  • Burk Holdings's Dimensional Inflation-Protected Securities ETF position peaked at $653K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.