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Grove Street Fiduciary’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Grove Street Fiduciary’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 		$3.89M Sell
93,188
-1,638
-2% -$68.6K 1.71% 14
2025
Q4 		$3.94M Sell
94,826
-162
-0.2% -$6.82K 1.65% 14
2025
Q3 		$4.01M Buy
94,988
+3,344
+4% +$141K 1.9% 12
2025
Q2 		$3.83M Sell
91,644
-2,595
-3% -$108K 1.85% 13
2025
Q1 		$3.97M Sell
94,239
-41
-0% -$1.69K 2.01% 12
2024
Q4 		$3.82M Buy
+94,280
New +$3.89M 2% 11

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 $516M AUM 28.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Grove Street Fiduciary's DFIP Position: Q1 2026 in Review

Grove Street Fiduciary reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.7% in Q1 2026, selling an estimated $68.6K and leaving 93,188 shares worth $3.89M. The position accounts for 1.71% of the portfolio, ranked #14.

Grove Street Fiduciary first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.01M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Grove Street Fiduciary held 93,188 shares of Dimensional Inflation-Protected Securities ETF worth $3.89M as of Q1 2026.
  • Grove Street Fiduciary sold 1,638 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $68.6K.
  • Dimensional Inflation-Protected Securities ETF made up 1.71% of Grove Street Fiduciary's portfolio in Q1 2026, its #14 holding.
  • Grove Street Fiduciary first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • Grove Street Fiduciary's Dimensional Inflation-Protected Securities ETF position peaked at $4.01M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Grove Street Fiduciary's 13F filing for Q1 2026, filed 22 Apr 2026.