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
Q2 		$408K Buy
9,893
+943
+11% +$39.5K ﹤0.01% 1063
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Beacon Pointe Advisors
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
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
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 $586M AUM 20.58% 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

Envestnet Portfolio Solutions's DFIP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 11% in Q2 2026, buying an estimated $39.5K and bringing the position to 9,893 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Envestnet Portfolio Solutions first reported a position in DFIP in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,893 shares of Dimensional Inflation-Protected Securities ETF worth $408K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 943 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $39.5K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1063 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.