Leading Edge Financial Planning’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Leading Edge Financial Planning’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	$24M	Buy	580,584 +65,560	+13%	+$2.75M	4.27%	10
2026 Q1	$21.5M	Buy	515,024 +39,369	+8%	+$1.65M	4.52%	10
2025 Q4	$19.8M	Buy	475,655 +51,065	+12%	+$2.15M	4.5%	10
2025 Q3	$17.9M	Buy	424,590 +42,045	+11%	+$1.77M	4.5%	10
2025 Q2	$16M	Buy	382,545 +25,282	+7%	+$1.05M	4.45%	10
2025 Q1	$15M	Buy	357,263 +11,304	+3%	+$466K	4.7%	10
2024 Q4	$14M	Buy	345,959 +98,395	+40%	+$4.06M	4.6%	10
2024 Q3	$10.5M	Buy	247,564 +51,100	+26%	+$2.13M	3.51%	9
2024 Q2	$8.02M	Buy	196,464 +10,010	+5%	+$408K	3.22%	10
2024 Q1	$7.69M	Buy	186,454 +30,669	+20%	+$1.26M	3.41%	10
2023 Q4	$6.43M	Sell	155,785 -91,817	-37%	-$3.69M	3.34%	10
2023 Q3	$9.85M	Sell	247,602 -21,497	-8%	-$876K	6.31%	5
2023 Q2	$11.1M	Buy	269,099 +49,570	+23%	+$2.09M	7.27%	5
2023 Q1	$9.4M	Buy	219,529 +51,196	+30%	+$2.14M	6.8%	5
2022 Q4	$6.93M	Buy	+168,333	New	+$6.95M	6%	5

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

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

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Leading Edge Financial Planning's DFIP Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q2 2026, buying an estimated $2.75M and bringing the position to 580,584 shares worth $24M. The position accounts for 4.27% of the portfolio, ranked #10.

Leading Edge Financial Planning first reported a position in DFIP in Q4 2022 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Leading Edge Financial Planning held 580,584 shares of Dimensional Inflation-Protected Securities ETF worth $24M as of Q2 2026.
Leading Edge Financial Planning bought 65,560 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $2.75M.
Dimensional Inflation-Protected Securities ETF made up 4.27% of Leading Edge Financial Planning's portfolio in Q2 2026, its #10 holding.
Leading Edge Financial Planning first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 15 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.