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Foundations Investment Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Foundations Investment 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
Q1 		$465K Sell
11,142
-2,325
-17% -$97.3K 0.01% 743
2025
Q4 		$560K Buy
13,467
+1,487
+12% +$62.6K 0.01% 686
2025
Q3 		$506K Buy
+11,980
New +$504K 0.01% 645

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

Foundations Investment Advisors's DFIP Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 17% in Q1 2026, selling an estimated $97.3K and leaving 11,142 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #743.

Foundations Investment Advisors first reported a position in DFIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $560K in Q4 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Foundations Investment Advisors held 11,142 shares of Dimensional Inflation-Protected Securities ETF worth $465K as of Q1 2026.
  • Foundations Investment Advisors sold 2,325 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $97.3K.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #743 holding.
  • Foundations Investment Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $560K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.