KA
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Klingman & Associates’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Klingman & Associates’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 		$1.11M Sell
26,685
-248
-0.9% -$10.4K 0.05% 126
2025
Q4 		$1.12M Sell
26,933
-2,507
-9% -$105K 0.05% 122
2025
Q3 		$1.24M Sell
29,440
-2,094
-7% -$88.1K 0.06% 110
2025
Q2 		$1.32M Sell
31,534
-1,307
-4% -$54.3K 0.07% 97
2025
Q1 		$1.38M Hold
32,841
– – 0.08% 91
2024
Q4 		$1.33M Sell
32,841
-48,976
-60% -$2.02M 0.08% 87
2024
Q3 		$3.46M Sell
81,817
-1,989
-2% -$82.9K 0.21% 53
2024
Q2 		$3.42M Sell
83,806
-4,119
-5% -$168K 0.23% 47
2024
Q1 		$3.63M Sell
87,925
-12,784
-13% -$525K 0.25% 46
2023
Q4 		$4.16M Sell
100,709
-66,416
-40% -$2.67M 0.31% 41
2023
Q3 		$6.65M Sell
167,125
-14,500
-8% -$591K 0.54% 34
2023
Q2 		$7.5M Sell
181,625
-1,200
-0.7% -$50.6K 0.61% 32
2023
Q1 		$7.83M Buy
182,825
+4,667
+3% +$195K 0.67% 31
2022
Q4 		$7.33M Buy
178,158
+121,198
+213% +$5.01M 0.64% 32
2022
Q3 		$2.31M Buy
+56,960
New +$2.52M 0.23% 46

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

Klingman & Associates's DFIP Position: Q1 2026 in Review

Klingman & Associates reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.92% in Q1 2026, selling an estimated $10.4K and leaving 26,685 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #126.

Klingman & Associates first reported a position in DFIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.83M in Q1 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Klingman & Associates held 26,685 shares of Dimensional Inflation-Protected Securities ETF worth $1.11M as of Q1 2026.
  • Klingman & Associates sold 248 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $10.4K.
  • Dimensional Inflation-Protected Securities ETF made up 0.05% of Klingman & Associates's portfolio in Q1 2026, its #126 holding.
  • Klingman & Associates first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 15 quarters since.
  • Klingman & Associates's Dimensional Inflation-Protected Securities ETF position peaked at $7.83M in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.