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Geometric Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Geometric Wealth 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 		$21.3M Sell
511,563
-14,358
-3% -$601K 2.67% 5
2025
Q4 		$21.9M Buy
525,921
+4,687
+0.9% +$197K 2.81% 5
2025
Q3 		$22M Buy
521,234
+22,410
+4% +$943K 2.93% 5
2025
Q2 		$20.9M Buy
498,824
+848
+0.2% +$35.2K 3.12% 5
2025
Q1 		$21M Buy
497,976
+46,864
+10% +$1.93M 3.58% 4
2024
Q4 		$18.3M Buy
451,112
+21,242
+5% +$877K 3.32% 3
2024
Q3 		$18.2M Buy
429,870
+48,155
+13% +$2.01M 3.36% 3
2024
Q2 		$15.6M Buy
381,715
+238,974
+167% +$9.75M 3.2% 3
2024
Q1 		$5.89M Buy
142,741
+7,608
+6% +$312K 1.39% 4
2023
Q4 		$5.58M Buy
+135,133
New +$5.42M 1.48% 3

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
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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Geometric Wealth Advisors's DFIP Position: Q1 2026 in Review

Geometric Wealth Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.7% in Q1 2026, selling an estimated $601K and leaving 511,563 shares worth $21.3M. The position accounts for 2.67% of the portfolio, ranked #5.

Geometric Wealth Advisors first reported a position in DFIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $22M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Geometric Wealth Advisors held 511,563 shares of Dimensional Inflation-Protected Securities ETF worth $21.3M as of Q1 2026.
  • Geometric Wealth Advisors sold 14,358 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $601K.
  • Dimensional Inflation-Protected Securities ETF made up 2.67% of Geometric Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Geometric Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • Geometric Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $22M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Geometric Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.