Great Valley Advisor Group
DFIP icon

Great Valley Advisor Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Great Valley Advisor Group’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 		$298K Sell
7,227
-18
-0.2% -$754 ﹤0.01% 856
2026
Q1 		$302K Sell
7,245
-53
-0.7% -$2.22K 0.01% 820
2025
Q4 		$303K Sell
7,298
-624
-8% -$26.3K 0.01% 780
2025
Q3 		$335K Sell
7,922
-11
-0.1% -$463 0.01% 738
2025
Q2 		$332K Sell
7,933
-11,475
-59% -$477K 0.01% 720
2025
Q1 		$817K Sell
19,408
-358
-2% -$14.8K 0.02% 491
2024
Q4 		$800K Buy
19,766
+3,486
+21% +$144K 0.02% 487
2024
Q3 		$688K Buy
16,280
+106
+0.7% +$4.42K 0.02% 493
2024
Q2 		$660K Buy
+16,174
New +$660K 0.02% 465

Other funds holding DFIP

Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Beacon Pointe Advisors
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 $586M AUM 20.58% 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

Great Valley Advisor Group's DFIP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.25% in Q2 2026, selling an estimated $754 and leaving 7,227 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Great Valley Advisor Group first reported a position in DFIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $817K in Q1 2025. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Great Valley Advisor Group held 7,227 shares of Dimensional Inflation-Protected Securities ETF worth $298K as of Q2 2026.
  • Great Valley Advisor Group sold 18 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $754.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #856 holding.
  • Great Valley Advisor Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 9 quarters since.
  • Great Valley Advisor Group's Dimensional Inflation-Protected Securities ETF position peaked at $817K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.