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

Leading Edge Financial Planning's DFIP Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.3% in Q1 2026, buying an estimated $1.65M and bringing the position to 515,024 shares worth $21.5M. The position accounts for 4.52% of the portfolio, ranked #10.

Leading Edge Financial Planning first reported a position in DFIP in Q4 2022 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Leading Edge Financial Planning held 515,024 shares of Dimensional Inflation-Protected Securities ETF worth $21.5M as of Q1 2026.
  • Leading Edge Financial Planning bought 39,369 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $1.65M.
  • Dimensional Inflation-Protected Securities ETF made up 4.52% of Leading Edge Financial Planning's portfolio in Q1 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 14 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.