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 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

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

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

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

Great Valley Advisor Group's DFIP Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.73% in Q1 2026, selling an estimated $2.22K and leaving 7,245 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #820.

Great Valley Advisor Group first reported a position in DFIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $817K in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Great Valley Advisor Group held 7,245 shares of Dimensional Inflation-Protected Securities ETF worth $302K as of Q1 2026.
Great Valley Advisor Group sold 53 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $2.22K.
Dimensional Inflation-Protected Securities ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #820 holding.
Great Valley Advisor Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's Dimensional Inflation-Protected Securities ETF position peaked at $817K in Q1 2025.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.