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
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 $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

Focus Partners Wealth's DFIP Position: Q1 2026 in Review

Focus Partners Wealth reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 14% in Q1 2026, selling an estimated $199K and leaving 28,083 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Focus Partners Wealth first reported a position in DFIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.93M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Focus Partners Wealth held 28,083 shares of Dimensional Inflation-Protected Securities ETF worth $1.17M as of Q1 2026.
  • Focus Partners Wealth sold 4,744 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $199K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1546 holding.
  • Focus Partners Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Dimensional Inflation-Protected Securities ETF position peaked at $3.93M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.