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Concord Wealth Partners’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Concord Wealth Partners’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 		– Sell
-2,980
Closed -$124K – 332
2025
Q4 		$124K Buy
2,980
+1,790
+150% +$75.3K 0.02% 233
2025
Q3 		$50.2K Sell
1,190
-2,405
-67% -$101K 0.01% 333
2025
Q2 		$150K Buy
3,595
+2,405
+202% +$100K 0.02% 227
2025
Q1 		$50.1K Buy
+1,190
New +$49.1K 0.01% 317

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

Concord Wealth Partners's DFIP Position: Q1 2026 in Review

Concord Wealth Partners sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 2,980 shares — an estimated $124K sold.

Concord Wealth Partners first reported a position in DFIP in Q1 2025 and held it in 4 quarters. The position peaked at $150K in Q2 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Concord Wealth Partners reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 2,980 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $124K.
  • Concord Wealth Partners first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and held it in 4 quarters.
  • Concord Wealth Partners's Dimensional Inflation-Protected Securities ETF position peaked at $150K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.