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Dynamic Advisor Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Dynamic Advisor Solutions’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
2025
Q4 		– Sell
-21,489
Closed -$907K – 952
2025
Q3 		$907K Buy
21,489
+2,538
+13% +$107K 0.03% 489
2025
Q2 		$792K Buy
18,951
+3,567
+23% +$148K 0.02% 503
2025
Q1 		$648K Buy
15,384
+2,336
+18% +$96.4K 0.02% 522
2024
Q4 		$528K Buy
13,048
+2,078
+19% +$85.8K 0.02% 420
2024
Q3 		$464K Buy
10,970
+4,398
+67% +$183K 0.01% 633
2024
Q2 		$268K Buy
+6,572
New +$268K 0.01% 798

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
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Dynamic Advisor Solutions's DFIP Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2025, closing a stake of 21,489 shares — an estimated $907K sold.

Dynamic Advisor Solutions first reported a position in DFIP in Q2 2024 and held it in 6 quarters. The position peaked at $907K in Q3 2025. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 21,489 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $907K.
  • Dynamic Advisor Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Dimensional Inflation-Protected Securities ETF position peaked at $907K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.