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Five Oceans Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Five Oceans 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 		$10.5M Hold
254,425
– – 3.37% 8
2026
Q1 		$10.6M Sell
254,425
-7
-0% -$293 3.84% 7
2025
Q4 		$10.6M Buy
254,432
+115
+0% +$4.84K 3.74% 8
2025
Q3 		$10.7M Sell
254,317
-601
-0.2% -$25.3K 3.95% 7
2025
Q2 		$10.7M Buy
254,918
+8,738
+4% +$363K 4.55% 5
2025
Q1 		$10.4M Sell
246,180
-87,876
-26% -$3.63M 4.96% 5
2024
Q4 		$13.5M Buy
334,056
+130,693
+64% +$5.39M 6.2% 3
2024
Q3 		$8.6M Buy
203,363
+362
+0.2% +$15.1K 4.12% 6
2024
Q2 		$8.29M Sell
203,001
-12,033
-6% -$491K 4.35% 5
2024
Q1 		$8.87M Buy
215,034
+1,208
+0.6% +$49.6K 4.56% 5
2023
Q4 		$8.83M Buy
213,826
+2,719
+1% +$109K 4.94% 4
2023
Q3 		$8.4M Sell
211,107
-1,042
-0.5% -$42.5K 5.39% 3
2023
Q2 		$8.76M Sell
212,149
-14
-0% -$590 5.64% 2
2023
Q1 		$9.09M Hold
212,163
– – 5.88% 2
2022
Q4 		$8.73M Hold
212,163
– – 6.04% 2
2022
Q3 		$8.62M Buy
212,163
+195,708
+1,189% +$8.66M 6.82% 2
2022
Q2 		$724K Sell
16,455
-174,420
-91% -$7.97M 0.54% 37
2022
Q1 		$9.12M Buy
190,875
+2,573
+1% +$124K 8.12% 2
2021
Q4 		$9.35M Buy
+188,302
New +$9.32M 8.26% 2

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Five Oceans Advisors's DFIP Position: Q2 2026 in Review

Five Oceans Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 254,425 shares worth $10.5M. The position accounts for 3.37% of the portfolio, ranked #8.

Five Oceans Advisors first reported a position in DFIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q4 2024. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Five Oceans Advisors held 254,425 shares of Dimensional Inflation-Protected Securities ETF worth $10.5M as of Q2 2026.
  • Five Oceans Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up 3.37% of Five Oceans Advisors's portfolio in Q2 2026, its #8 holding.
  • Five Oceans Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • Five Oceans Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $13.5M in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.