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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
Q2 		$180K Buy
+4,373
New +$183K 0.02% 228
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 $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
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
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

Concord Wealth Partners's DFIP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026: 4,373 shares worth $180K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFIP as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFIP in Q1 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Concord Wealth Partners held 4,373 shares of Dimensional Inflation-Protected Securities ETF worth $180K as of Q2 2026.
  • Dimensional Inflation-Protected Securities ETF was a new Concord Wealth Partners position in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Concord Wealth Partners first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.