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

EverSource 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
Q2 		$11.5K Buy
+279
New +$11.7K ﹤0.01% 2829

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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 $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

EverSource Wealth Advisors's DFIP Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026: 279 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #2829 among its holdings.

99 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • EverSource Wealth Advisors held 279 shares of Dimensional Inflation-Protected Securities ETF worth $11.5K as of Q2 2026.
  • Dimensional Inflation-Protected Securities ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2829 holding.
  • 99 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.