Jones Financial Companies
DFIP icon

Jones Financial Companies’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Jones Financial Companies’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 		$373K Buy
9,008
+3,525
+64% +$148K ﹤0.01% 2172
2025
Q4 		$228K Sell
5,483
-483
-8% -$20.3K ﹤0.01% 1848
2025
Q3 		$252K Buy
5,966
+3,416
+134% +$144K ﹤0.01% 1695
2025
Q2 		$106K Buy
2,550
+1,605
+170% +$66.7K ﹤0.01% 1914
2025
Q1 		$39.7K Buy
+945
New +$39K ﹤0.01% 2151

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

Jones Financial Companies's DFIP Position: Q1 2026 in Review

Jones Financial Companies increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 64% in Q1 2026, buying an estimated $148K and bringing the position to 9,008 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Jones Financial Companies first reported a position in DFIP in Q1 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Jones Financial Companies held 9,008 shares of Dimensional Inflation-Protected Securities ETF worth $373K as of Q1 2026.
  • Jones Financial Companies bought 3,525 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $148K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2172 holding.
  • Jones Financial Companies first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.