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LAM Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

LAM Group’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 		$62.5K Buy
1,515
+115
+8% +$4.82K 0.03% 88
2026
Q1 		$58.4K Buy
+1,400
New +$58.6K 0.03% 86
2025
Q1 		– Sell
-6,185
Closed -$250K – 89
2024
Q4 		$250K Sell
6,185
-1,050
-15% -$43.3K 0.18% 72
2024
Q3 		$306K Buy
7,235
+2,625
+57% +$109K 0.22% 69
2024
Q2 		$188K Sell
4,610
-5,520
-54% -$225K 0.16% 69
2024
Q1 		$418K Buy
10,130
+10
+0.1% +$410 0.34% 59
2023
Q4 		$418K Buy
10,120
+8,185
+423% +$329K 0.38% 51
2023
Q3 		$77K Sell
1,935
-225
-10% -$9.17K 0.08% 64
2023
Q2 		$89.2K Sell
2,160
-35
-2% -$1.48K 0.08% 62
2023
Q1 		$94K Buy
2,195
+240
+12% +$10K 0.09% 63
2022
Q4 		$80.5K Buy
+1,955
New +$80.8K 0.08% 63

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

LAM Group's DFIP Position: Q2 2026 in Review

LAM Group increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.2% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,515 shares worth $62.5K. The position accounts for 0.03% of the portfolio, ranked #88.

LAM Group first reported a position in DFIP in Q4 2022 and has held it in 11 quarters since. The position peaked at $418K in Q1 2024. 77 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • LAM Group held 1,515 shares of Dimensional Inflation-Protected Securities ETF worth $62.5K as of Q2 2026.
  • LAM Group bought 115 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $4.82K.
  • Dimensional Inflation-Protected Securities ETF made up 0.03% of LAM Group's portfolio in Q2 2026, its #88 holding.
  • LAM Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 11 quarters since.
  • LAM Group's Dimensional Inflation-Protected Securities ETF position peaked at $418K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.