CX Institutional’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

CX Institutional’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	$1K	Buy	+20	New	+$838	﹤0.01%	1514

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

CX Institutional's DFIP Position: Q2 2026 in Review

CX Institutional opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings.

47 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

CX Institutional held 20 shares of Dimensional Inflation-Protected Securities ETF worth $1K as of Q2 2026.
Dimensional Inflation-Protected Securities ETF was a new CX Institutional position in Q2 2026.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1514 holding.
47 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.