Kestra Advisory Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Kestra Advisory Services’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	$451K	Buy	10,933 +1,850	+20%	+$77.5K	﹤0.01%	2419
2026 Q1	$379K	Buy	9,083 +785	+9%	+$32.9K	﹤0.01%	2444
2025 Q4	$345K	Buy	8,298 +3,500	+73%	+$147K	﹤0.01%	2427
2025 Q3	$203K	Buy	+4,798	New	+$202K	﹤0.01%	2741
2022 Q4	–	Sell	-5,593	Closed	-$227K	–	2272
2022 Q3	$227K	Buy	5,593 +104	+2%	+$4.6K	﹤0.01%	1786
2022 Q2	$241K	Buy	+5,489	New	+$251K	﹤0.01%	1778

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

Kestra Advisory Services's DFIP Position: Q2 2026 in Review

Kestra Advisory Services increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 20% in Q2 2026, buying an estimated $77.5K and bringing the position to 10,933 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Kestra Advisory Services first reported a position in DFIP in Q2 2022 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Kestra Advisory Services held 10,933 shares of Dimensional Inflation-Protected Securities ETF worth $451K as of Q2 2026.
Kestra Advisory Services bought 1,850 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $77.5K.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2419 holding.
Kestra Advisory Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.