Envestnet Portfolio Solutions
DFIP icon

Envestnet Portfolio Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Envestnet Portfolio 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
2026
Q1 		$373K Sell
8,950
-73
-0.8% -$3.06K ﹤0.01% 1022
2025
Q4 		$375K Sell
9,023
-255
-3% -$10.7K ﹤0.01% 1173
2025
Q3 		$392K Sell
9,278
-414
-4% -$17.4K ﹤0.01% 1127
2025
Q2 		$405K Buy
+9,692
New +$403K ﹤0.01% 1198

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

Envestnet Portfolio Solutions's DFIP Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.81% in Q1 2026, selling an estimated $3.06K and leaving 8,950 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Envestnet Portfolio Solutions first reported a position in DFIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $405K in Q2 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Envestnet Portfolio Solutions held 8,950 shares of Dimensional Inflation-Protected Securities ETF worth $373K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 73 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $3.06K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1022 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's Dimensional Inflation-Protected Securities ETF position peaked at $405K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.