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

CreativeOne Wealth’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 		$1.39M Buy
33,286
+1,534
+5% +$64.2K 0.03% 460
2025
Q4 		$1.32M Buy
31,752
+7,713
+32% +$325K 0.03% 449
2025
Q3 		$1.02M Buy
24,039
+996
+4% +$41.9K 0.02% 546
2025
Q2 		$963K Buy
23,043
+1,023
+5% +$42.5K 0.03% 544
2025
Q1 		$927K Buy
22,020
+4,346
+25% +$179K 0.03% 502
2024
Q4 		$716K Buy
17,674
+5,061
+40% +$209K 0.02% 589
2024
Q3 		$533K Buy
+12,613
New +$525K 0.02% 611

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

CreativeOne Wealth's DFIP Position: Q1 2026 in Review

CreativeOne Wealth increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.8% in Q1 2026, buying an estimated $64.2K and bringing the position to 33,286 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #460.

CreativeOne Wealth first reported a position in DFIP in Q3 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • CreativeOne Wealth held 33,286 shares of Dimensional Inflation-Protected Securities ETF worth $1.39M as of Q1 2026.
  • CreativeOne Wealth bought 1,534 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $64.2K.
  • Dimensional Inflation-Protected Securities ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #460 holding.
  • CreativeOne Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2024 and has held it in 7 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.