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
Q2 		$422K Buy
10,206
+1,198
+13% +$50.2K ﹤0.01% 2285
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Beacon Pointe Advisors
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 $586M AUM 20.58% 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

Jones Financial Companies's DFIP Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q2 2026, buying an estimated $50.2K and bringing the position to 10,206 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Jones Financial Companies first reported a position in DFIP in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Jones Financial Companies held 10,206 shares of Dimensional Inflation-Protected Securities ETF worth $422K as of Q2 2026.
  • Jones Financial Companies bought 1,198 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $50.2K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2285 holding.
  • Jones Financial Companies first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.