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Innovative Asset Advisors Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Innovative Asset Advisors 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 		$165K Sell
3,989
-463
-10% -$19.4K 0.07% 204
2026
Q1 		$186K Buy
+4,452
New +$186K 0.11% 147

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Innovative Asset Advisors Group's DFIP Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 10% in Q2 2026, selling an estimated $19.4K and leaving 3,989 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #204.

Innovative Asset Advisors Group first reported a position in DFIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $186K in Q1 2026. 163 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Innovative Asset Advisors Group held 3,989 shares of Dimensional Inflation-Protected Securities ETF worth $165K as of Q2 2026.
  • Innovative Asset Advisors Group sold 463 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $19.4K.
  • Dimensional Inflation-Protected Securities ETF made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #204 holding.
  • Innovative Asset Advisors Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Dimensional Inflation-Protected Securities ETF position peaked at $186K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.