IFP Advisors
DFIP icon

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
Q3 		$17.7K Hold
453
– – ﹤0.01% 3030
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% +$5.18K ﹤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

Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
BCU Wealth Advisors
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's DFIP Position: Q3 2026 in Review

IFP Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q3 2026 at 453 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

IFP Advisors first reported a position in DFIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.87M in Q3 2024. 48 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • IFP Advisors held 453 shares of Dimensional Inflation-Protected Securities ETF worth $17.7K as of Q3 2026.
  • IFP Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q3 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3030 holding.
  • IFP Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 20 quarters since.
  • IFP Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $4.87M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.