Commonwealth Equity Services
DFIP icon

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
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 		$599 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 $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

Commonwealth Equity Services's DFIP Position: Q1 2026 in Review

Commonwealth Equity Services increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q1 2026, buying an estimated $234K and bringing the position to 47,739 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Commonwealth Equity Services first reported a position in DFIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Commonwealth Equity Services held 47,739 shares of Dimensional Inflation-Protected Securities ETF worth $1.99M as of Q1 2026.
  • Commonwealth Equity Services bought 5,596 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $234K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2019 holding.
  • Commonwealth Equity Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's Dimensional Inflation-Protected Securities ETF position peaked at $2.26M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.