CMP
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Coston McIsaac & Partners’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Coston McIsaac & 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 		$784K Buy
19,023
+2,456
+15% +$103K 0.16% 78
2026
Q1 		$691K Sell
16,567
-686
-4% -$28.7K 0.16% 75
2025
Q4 		$716K Buy
17,253
+9,987
+137% +$420K 0.17% 76
2025
Q3 		$306K Buy
7,266
+998
+16% +$42K 0.07% 113
2025
Q2 		$262K Buy
6,268
+5,377
+603% +$223K 0.07% 120
2025
Q1 		$37K Buy
891
+331
+59% +$13.7K 0.01% 318
2024
Q4 		$22K Buy
560
+5
+0.9% +$206 0.01% 377
2024
Q3 		$23K Buy
555
+4
+0.7% +$167 0.01% 381
2024
Q2 		$22K Buy
+551
New +$22.5K 0.01% 366

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

Coston McIsaac & Partners's DFIP Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 15% in Q2 2026, buying an estimated $103K and bringing the position to 19,023 shares worth $784K. The position accounts for 0.16% of the portfolio, ranked #78.

Coston McIsaac & Partners first reported a position in DFIP in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Coston McIsaac & Partners held 19,023 shares of Dimensional Inflation-Protected Securities ETF worth $784K as of Q2 2026.
  • Coston McIsaac & Partners bought 2,456 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $103K.
  • Dimensional Inflation-Protected Securities ETF made up 0.16% of Coston McIsaac & Partners's portfolio in Q2 2026, its #78 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 9 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.