CFS Investment Advisory Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

CFS Investment Advisory Services’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	$2.38M	Buy	57,729 +1,153	+2%	+$48.3K	0.16%	118
2026 Q1	$2.39M	Buy	56,576 +2,635	+5%	+$110K	0.16%	113
2025 Q4	$2.24M	Buy	53,941 +4,469	+9%	+$188K	0.16%	115
2025 Q3	$2.1M	Buy	49,472 +422	+0.9%	+$17.8K	0.16%	116
2025 Q2	$2.05M	Buy	49,050 +193	+0.4%	+$8.02K	0.17%	111
2025 Q1	$2.06M	Buy	48,857 +2,757	+6%	+$114K	0.18%	102
2024 Q4	$1.87M	Buy	46,100 +677	+1%	+$27.9K	0.17%	112
2024 Q3	$1.92M	Sell	45,423 -216	-0.5%	-$9K	0.16%	109
2024 Q2	$1.86M	Buy	45,639 +935	+2%	+$38.2K	0.15%	98
2024 Q1	$1.84M	Sell	44,704 -1,921	-4%	-$78.8K	0.31%	55
2023 Q4	$1.93M	Buy	46,625 +1,996	+4%	+$80.1K	0.35%	49
2023 Q3	$1.77M	Buy	44,629 +1,279	+3%	+$52.1K	0.28%	64
2023 Q2	$1.79M	Buy	43,350 +459	+1%	+$19.3K	0.23%	82
2023 Q1	$1.84M	Buy	42,891 +2,571	+6%	+$108K	0.33%	49
2022 Q4	$1.66M	Sell	40,320 -152,930	-79%	-$6.32M	0.38%	39
2022 Q3	$5K	Buy	+193,250	New	+$8.55M	﹤0.01%	140

Other funds holding DFIP

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

CFS Investment Advisory Services's DFIP Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2% in Q2 2026, buying an estimated $48.3K and bringing the position to 57,729 shares worth $2.38M. The position accounts for 0.16% of the portfolio, ranked #118.

CFS Investment Advisory Services first reported a position in DFIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.39M in Q1 2026. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

CFS Investment Advisory Services held 57,729 shares of Dimensional Inflation-Protected Securities ETF worth $2.38M as of Q2 2026.
CFS Investment Advisory Services bought 1,153 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $48.3K.
Dimensional Inflation-Protected Securities ETF made up 0.16% of CFS Investment Advisory Services's portfolio in Q2 2026, its #118 holding.
CFS Investment Advisory Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 16 quarters since.
CFS Investment Advisory Services's Dimensional Inflation-Protected Securities ETF position peaked at $2.39M in Q1 2026.
36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.