Commonwealth Equity Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Commonwealth Equity 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	$2.15M	Buy	52,083 +4,344	+9%	+$182K	﹤0.01%	2049
2026 Q1	$1.99M	Buy	47,739 +5,596	+13%	+$234K	﹤0.01%	2019
2025 Q4	$1.75M	Sell	42,143 -3,290	-7%	-$138K	﹤0.01%	2101
2025 Q3	$1.92M	Sell	45,433 -662	-1%	-$27.9K	﹤0.01%	2026
2025 Q2	$1.93M	Sell	46,095 -7,628	-14%	-$317K	﹤0.01%	2014
2025 Q1	$2.26M	Buy	53,723 +779	+1%	+$32.1K	﹤0.01%	1830
2024 Q4	$2.14M	Buy	52,944 +8,390	+19%	+$346K	﹤0.01%	1814
2024 Q3	$1.88M	Buy	44,554 +1,262	+3%	+$52.6K	﹤0.01%	1853
2024 Q2	$1.77M	Sell	43,292 -5,820	-12%	-$237K	﹤0.01%	1870
2024 Q1	$2.03M	Buy	49,112 +1,123	+2%	+$46.1K	﹤0.01%	1777
2023 Q4	$1.98M	Buy	47,989 +1,507	+3%	+$60.5K	﹤0.01%	1705
2023 Q3	$1.85M	Buy	46,482 +2,877	+7%	+$117K	﹤0.01%	1656
2023 Q2	$1.8M	Buy	43,605 +29,610	+212%	+$1.25M	﹤0.01%	1699
2023 Q1	$599K	Buy	13,995 +297	+2%	+$12.4K	﹤0.01%	2394
2022 Q4	$563K	Sell	13,698 -6,091	-31%	-$252K	﹤0.01%	2375
2022 Q3	$804K	Buy	+19,789	New	+$875K	﹤0.01%	2056

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

Commonwealth Equity Services's DFIP Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 9.1% in Q2 2026, buying an estimated $182K and bringing the position to 52,083 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Commonwealth Equity Services first reported a position in DFIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.26M in Q1 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Commonwealth Equity Services held 52,083 shares of Dimensional Inflation-Protected Securities ETF worth $2.15M as of Q2 2026.
Commonwealth Equity Services bought 4,344 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $182K.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2049 holding.
Commonwealth Equity Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's Dimensional Inflation-Protected Securities ETF position peaked at $2.26M in Q1 2025.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.