EH
DFIP icon

Equitable Holdings’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Equitable Holdings’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 		$1.6M Sell
38,474
-2,344
-6% -$98.1K 0.01% 815
2025
Q4 		$1.7M Sell
40,818
-811
-2% -$34.1K 0.01% 690
2025
Q3 		$1.76M Buy
41,629
+7,141
+21% +$301K 0.01% 659
2025
Q2 		$1.44M Buy
34,488
+659
+2% +$27.4K 0.01% 688
2025
Q1 		$1.42M Buy
33,829
+11,909
+54% +$491K 0.01% 607
2024
Q4 		$888K Sell
21,920
-9,679
-31% -$399K 0.01% 703
2024
Q3 		$1.34M Buy
31,599
+6,431
+26% +$268K 0.01% 599
2024
Q2 		$1.03M Buy
25,168
+12,887
+105% +$526K 0.01% 646
2024
Q1 		$507K Buy
12,281
+6,121
+99% +$251K 0.01% 797
2023
Q4 		$254K Buy
+6,160
New +$247K ﹤0.01% 986

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

Equitable Holdings's DFIP Position: Q1 2026 in Review

Equitable Holdings reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 5.7% in Q1 2026, selling an estimated $98.1K and leaving 38,474 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #815.

Equitable Holdings first reported a position in DFIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Equitable Holdings held 38,474 shares of Dimensional Inflation-Protected Securities ETF worth $1.6M as of Q1 2026.
  • Equitable Holdings sold 2,344 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $98.1K.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #815 holding.
  • Equitable Holdings first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • Equitable Holdings's Dimensional Inflation-Protected Securities ETF position peaked at $1.76M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.