LAM Group
DFIP icon

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
Q3 		$58.8K Sell
1,505
-10
-0.7% -$404 0.03% 88
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LAM Group's DFIP Position: Q3 2026 in Review

LAM Group reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.66% in Q3 2026, selling an estimated $404 and leaving 1,505 shares worth $58.8K. 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 12 quarters since. The position peaked at $418K in Q1 2024. 74 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • LAM Group held 1,505 shares of Dimensional Inflation-Protected Securities ETF worth $58.8K as of Q3 2026.
  • LAM Group sold 10 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $404.
  • Dimensional Inflation-Protected Securities ETF made up 0.03% of LAM Group's portfolio in Q3 2026, its #88 holding.
  • LAM Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 12 quarters since.
  • LAM Group's Dimensional Inflation-Protected Securities ETF position peaked at $418K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.