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Essential Planning’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Essential Planning’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 		$608K Buy
14,573
+6,371
+78% +$267K 0.19% 45
2025
Q4 		$341K Buy
+8,202
New +$345K 0.11% 71
2025
Q1 		– Sell
-52,393
Closed -$2.16M – 132
2024
Q4 		$2.16M Buy
+52,393
New +$2.16M 0.01% 187

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

Essential Planning's DFIP Position: Q1 2026 in Review

Essential Planning increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 78% in Q1 2026, buying an estimated $267K and bringing the position to 14,573 shares worth $608K. The position accounts for 0.19% of the portfolio, ranked #45.

Essential Planning first reported a position in DFIP in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.16M in Q4 2024. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Essential Planning held 14,573 shares of Dimensional Inflation-Protected Securities ETF worth $608K as of Q1 2026.
  • Essential Planning bought 6,371 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $267K.
  • Dimensional Inflation-Protected Securities ETF made up 0.19% of Essential Planning's portfolio in Q1 2026, its #45 holding.
  • Essential Planning first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 3 quarters since.
  • Essential Planning's Dimensional Inflation-Protected Securities ETF position peaked at $2.16M in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.