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
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 $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

Burk Holdings's DFIP Position: Q1 2026 in Review

Burk Holdings opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026: 726 shares worth $30.3K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Burk Holdings previously reported a position in DFIP as recently as Q2 2025.

Burk Holdings first reported a position in DFIP in Q4 2024 and has held it in 4 quarters since. The position peaked at $653K in Q2 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Burk Holdings held 726 shares of Dimensional Inflation-Protected Securities ETF worth $30.3K as of Q1 2026.
  • Dimensional Inflation-Protected Securities ETF was a new Burk Holdings position in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #167 holding.
  • Burk Holdings first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 4 quarters since.
  • Burk Holdings's Dimensional Inflation-Protected Securities ETF position peaked at $653K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.