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Geneos Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Geneos Wealth Management’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 		$86.4K Hold
2,070
– – ﹤0.01% 1220
2025
Q4 		$86K Hold
2,070
– – ﹤0.01% 1196
2025
Q3 		$87.4K Sell
2,070
-3,750
-64% -$158K ﹤0.01% 1165
2025
Q2 		$243K Buy
5,820
+971
+20% +$40.4K 0.01% 923
2025
Q1 		$362K Buy
+4,849
New +$200K 0.01% 1015

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

Geneos Wealth Management's DFIP Position: Q1 2026 in Review

Geneos Wealth Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 2,070 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Geneos Wealth Management first reported a position in DFIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $362K in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Geneos Wealth Management held 2,070 shares of Dimensional Inflation-Protected Securities ETF worth $86.4K as of Q1 2026.
  • Geneos Wealth Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1220 holding.
  • Geneos Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $362K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.