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Financial Plan Inc’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Financial Plan Inc’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 		$9.54M Buy
231,318
+37,903
+20% +$1.59M 0.91% 17
2026
Q1 		$8.07M Buy
193,415
+46,545
+32% +$1.95M 0.86% 17
2025
Q4 		$6.1M Buy
+146,870
New +$6.18M 0.7% 20

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 $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 $516M AUM 28.38% 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

Financial Plan Inc's DFIP Position: Q2 2026 in Review

Financial Plan Inc increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 20% in Q2 2026, buying an estimated $1.59M and bringing the position to 231,318 shares worth $9.54M. The position accounts for 0.91% of the portfolio, ranked #17.

Financial Plan Inc first reported a position in DFIP in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Financial Plan Inc held 231,318 shares of Dimensional Inflation-Protected Securities ETF worth $9.54M as of Q2 2026.
  • Financial Plan Inc bought 37,903 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.59M.
  • Dimensional Inflation-Protected Securities ETF made up 0.91% of Financial Plan Inc's portfolio in Q2 2026, its #17 holding.
  • Financial Plan Inc first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.