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

Larson Financial 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 		$1.47M Sell
35,672
-50,558
-59% -$2.12M 0.04% 297
2026
Q1 		$3.6M Sell
86,230
-33,054
-28% -$1.38M 0.11% 158
2025
Q4 		$4.96M Sell
119,284
-9,339
-7% -$393K 0.16% 114
2025
Q3 		$5.43M Sell
128,623
-54,409
-30% -$2.29M 0.19% 103
2025
Q2 		$7.65M Sell
183,032
-51,431
-22% -$2.14M 0.31% 76
2025
Q1 		$9.87M Sell
234,463
-26,695
-10% -$1.1M 0.47% 52
2024
Q4 		$10.6M Sell
261,158
-42,000
-14% -$1.73M 0.55% 42
2024
Q3 		$12.8M Sell
303,158
-22,561
-7% -$940K 0.73% 31
2024
Q2 		$13.3M Sell
325,719
-31,102
-9% -$1.27M 0.91% 26
2024
Q1 		$14.7M Buy
356,821
+24,329
+7% +$998K 1.14% 21
2023
Q4 		$13.7M Sell
332,492
-35,614
-10% -$1.43M 1.2% 23
2023
Q3 		$14.6M Buy
368,106
+32,724
+10% +$1.33M 1.44% 15
2023
Q2 		$13.9M Buy
335,382
+49,879
+17% +$2.1M 1.38% 15
2023
Q1 		$12.2M Buy
285,503
+53,786
+23% +$2.25M 1.33% 19
2022
Q4 		$9.54M Buy
231,717
+93,886
+68% +$3.88M 1.14% 23
2022
Q3 		$5.6M Buy
137,831
+69,456
+102% +$3.07M 0.8% 25
2022
Q2 		$3.01M Buy
68,375
+27,938
+69% +$1.28M 0.52% 36
2022
Q1 		$1.93M Buy
40,437
+40,408
+139,338% +$1.95M 0.31% 48
2021
Q4 		$1K Buy
+29
New +$1.44K ﹤0.01% 1001

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
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 $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

Larson Financial Group's DFIP Position: Q2 2026 in Review

Larson Financial Group reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 59% in Q2 2026, selling an estimated $2.12M and leaving 35,672 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #297.

Larson Financial Group first reported a position in DFIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.7M in Q1 2024. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Larson Financial Group held 35,672 shares of Dimensional Inflation-Protected Securities ETF worth $1.47M as of Q2 2026.
  • Larson Financial Group sold 50,558 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $2.12M.
  • Dimensional Inflation-Protected Securities ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #297 holding.
  • Larson Financial Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • Larson Financial Group's Dimensional Inflation-Protected Securities ETF position peaked at $14.7M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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