LFA
DFIP icon

Level Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Level Financial Advisors’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 		$15M Buy
362,625
+20,014
+6% +$838K 3.34% 9
2026
Q1 		$14.3M Buy
342,611
+22,549
+7% +$944K 3.65% 8
2025
Q4 		$13.3M Buy
320,062
+35,340
+12% +$1.49M 3.52% 8
2025
Q3 		$12M Buy
284,722
+85,143
+43% +$3.58M 3.39% 8
2025
Q2 		$8.34M Buy
199,579
+12,326
+7% +$512K 2.6% 10
2025
Q1 		$7.89M Buy
187,253
+24,226
+15% +$999K 2.68% 10
2024
Q4 		$6.6M Buy
163,027
+30,277
+23% +$1.25M 2.42% 10
2024
Q3 		$5.61M Buy
132,750
+20,922
+19% +$872K 2.14% 11
2024
Q2 		$4.57M Buy
111,828
+32,768
+41% +$1.34M 1.98% 13
2024
Q1 		$3.26M Buy
79,060
+44,710
+130% +$1.83M 1.48% 17
2023
Q4 		$1.42M Buy
34,350
+16,612
+94% +$667K 0.7% 27
2023
Q3 		$705K Buy
17,738
+8,465
+91% +$345K 0.39% 31
2023
Q2 		$383K Buy
9,273
+8,945
+2,727% +$377K 0.21% 47
2023
Q1 		$14K Buy
+328
New +$13.7K 0.01% 158

Other funds holding DFIP

PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return