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INVST’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

INVST’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 		$415K Buy
10,067
+4,322
+75% +$181K 0.04% 271
2026
Q1 		$240K Buy
+5,745
New +$241K 0.03% 307

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

INVST's DFIP Position: Q2 2026 in Review

INVST increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 75% in Q2 2026, buying an estimated $181K and bringing the position to 10,067 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #271.

INVST first reported a position in DFIP in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • INVST held 10,067 shares of Dimensional Inflation-Protected Securities ETF worth $415K as of Q2 2026.
  • INVST bought 4,322 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $181K.
  • Dimensional Inflation-Protected Securities ETF made up 0.04% of INVST's portfolio in Q2 2026, its #271 holding.
  • INVST first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.