EWA
DFIP icon

EP Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

EP Wealth Advisors’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 		– Sell
-7,086
Closed -$294K – 1517
2025
Q4 		$294K Buy
+7,086
New +$298K ﹤0.01% 1145
2025
Q2 		$185K Sell
4,428
-264
-6% -$11K ﹤0.01% 1274
2025
Q1 		$198K Buy
4,692
+330
+8% +$13.6K ﹤0.01% 1140
2024
Q4 		$177K Buy
4,362
+30
+0.7% +$1.24K ﹤0.01% 1110
2024
Q3 		$183K Buy
4,332
+26
+0.6% +$1.08K ﹤0.01% 1067
2024
Q2 		$176K Buy
4,306
+47
+1% +$1.92K ﹤0.01% 775
2024
Q1 		$176K Sell
4,259
-599
-12% -$24.6K ﹤0.01% 752
2023
Q4 		$201K Sell
4,858
-310
-6% -$12.4K ﹤0.01% 716
2023
Q3 		$206K Sell
5,168
-13,232
-72% -$539K ﹤0.01% 665
2023
Q2 		$212K Hold
18,400
– – ﹤0.01% 645
2023
Q1 		$443K Buy
+18,400
New +$770K 0.01% 421

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

EP Wealth Advisors's DFIP Position: Q1 2026 in Review

EP Wealth Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 7,086 shares — an estimated $294K sold.

EP Wealth Advisors first reported a position in DFIP in Q1 2023 and held it in 11 quarters. The position peaked at $443K in Q1 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • EP Wealth Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,086 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $294K.
  • EP Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and held it in 11 quarters.
  • EP Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $443K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.