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

Elevate Wealth Advisory’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	$99.1K	Hold	2,402	–	–	0.06%	90
2026 Q1	$100K	Hold	2,402	–	–	0.06%	85
2025 Q4	$99.8K	Buy	2,402 +449	+23%	+$18.9K	0.07%	82
2025 Q3	$82.5K	Hold	1,953	–	–	0.06%	82
2025 Q2	$81.7K	Hold	1,953	–	–	0.06%	89
2025 Q1	$82.2K	Hold	1,953	–	–	0.06%	87
2024 Q4	$79.1K	Hold	1,953	–	–	0.06%	79
2024 Q3	$82.6K	Buy	1,953 +34	+2%	+$1.42K	0.06%	83
2024 Q2	$78.4K	Hold	1,919	–	–	0.06%	75
2024 Q1	$79.2K	Sell	1,919 -3,009	-61%	-$123K	0.07%	73
2023 Q4	$203K	Buy	+4,928	New	+$198K	0.19%	61

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

Elevate Wealth Advisory's DFIP Position: Q2 2026 in Review

Elevate Wealth Advisory held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 2,402 shares worth $99.1K. The position accounts for 0.06% of the portfolio, ranked #90.

Elevate Wealth Advisory first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $203K in Q4 2023. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Elevate Wealth Advisory held 2,402 shares of Dimensional Inflation-Protected Securities ETF worth $99.1K as of Q2 2026.
Elevate Wealth Advisory left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
Dimensional Inflation-Protected Securities ETF made up 0.06% of Elevate Wealth Advisory's portfolio in Q2 2026, its #90 holding.
Elevate Wealth Advisory first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Dimensional Inflation-Protected Securities ETF position peaked at $203K in Q4 2023.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.