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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
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 $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 $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

INVST's DFIP Position: Q1 2026 in Review

INVST opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026: 5,745 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings.

162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • INVST held 5,745 shares of Dimensional Inflation-Protected Securities ETF worth $240K as of Q1 2026.
  • Dimensional Inflation-Protected Securities ETF was a new INVST position in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.03% of INVST's portfolio in Q1 2026, its #307 holding.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.