IA
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IFP Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

IFP 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
Q2 		$18.7K Sell
453
-226
-33% -$9.46K ﹤0.01% 3016
2026
Q1 		$28.3K Buy
679
+53
+8% +$2.22K ﹤0.01% 2578
2025
Q4 		$26K Buy
626
+123
+24% +$5.17K ﹤0.01% 2588
2025
Q3 		$21.2K Buy
503
+500
+16,667% +$21K ﹤0.01% 2543
2025
Q2 		$111 Sell
3
-100,788
-100% -$4.19M ﹤0.01% 4718
2025
Q1 		$4.24M Sell
100,791
-10,905
-10% -$450K 0.13% 171
2024
Q4 		$4.52M Sell
111,696
-3,542
-3% -$146K 0.15% 149
2024
Q3 		$4.87M Sell
115,238
-2,602
-2% -$108K 0.18% 126
2024
Q2 		$4.81M Buy
117,840
+7,402
+7% +$302K 0.19% 115
2024
Q1 		$4.56M Buy
110,438
+13,757
+14% +$564K 0.2% 110
2023
Q4 		$3.99M Buy
96,681
+38,194
+65% +$1.53M 0.19% 110
2023
Q3 		$2.33M Buy
58,487
+11,985
+26% +$489K 0.1% 206
2023
Q2 		$1.92M Buy
46,502
+16,544
+55% +$697K 0.08% 262
2023
Q1 		$1.5M Buy
29,958
+26,190
+695% +$1.1M 0.07% 290
2022
Q4 		$189K Sell
3,768
-10
-0.3% -$413 0.01% 1381
2022
Q3 		$190K Sell
3,778
-786
-17% -$34.8K 0.01% 1439
2022
Q2 		$230K Hold
4,564
– – 0.01% 1205
2022
Q1 		$230K Buy
4,564
+4,336
+1,902% +$210K 0.01% 1205
2021
Q4 		$11K Buy
+228
New +$11.3K ﹤0.01% 2179

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 $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 $516M AUM 28.38% 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

IFP Advisors's DFIP Position: Q2 2026 in Review

IFP Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 33% in Q2 2026, selling an estimated $9.46K and leaving 453 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

IFP Advisors first reported a position in DFIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.87M in Q3 2024. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • IFP Advisors held 453 shares of Dimensional Inflation-Protected Securities ETF worth $18.7K as of Q2 2026.
  • IFP Advisors sold 226 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $9.46K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3016 holding.
  • IFP Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $4.87M in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.