Focus Partners Wealth
DFIP icon

Focus Partners Wealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Focus Partners Wealth’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 		$1.29M Buy
31,167
+3,084
+11% +$129K ﹤0.01% 1531
2026
Q1 		$1.17M Sell
28,083
-4,744
-14% -$199K ﹤0.01% 1546
2025
Q4 		$1.36M Sell
32,827
-63,104
-66% -$2.66M ﹤0.01% 1489
2025
Q3 		$3.93M Buy
+95,931
New +$4.04M 0.01% 823

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

Focus Partners Wealth's DFIP Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 11% in Q2 2026, buying an estimated $129K and bringing the position to 31,167 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Focus Partners Wealth first reported a position in DFIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.93M in Q3 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Focus Partners Wealth held 31,167 shares of Dimensional Inflation-Protected Securities ETF worth $1.29M as of Q2 2026.
  • Focus Partners Wealth bought 3,084 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $129K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1531 holding.
  • Focus Partners Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Dimensional Inflation-Protected Securities ETF position peaked at $3.93M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.