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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
Q3 		$14.9M Buy
380,658
+18,033
+5% +$728K 3.29% 10
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 $254M AUM 10.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Level Financial Advisors's DFIP Position: Q3 2026 in Review

Level Financial Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 5% in Q3 2026, buying an estimated $728K and bringing the position to 380,658 shares worth $14.9M. The position accounts for 3.29% of the portfolio, ranked #10.

Level Financial Advisors first reported a position in DFIP in Q1 2023 and has held it in 15 quarters since. The position peaked at $15M in Q2 2026. 18 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Level Financial Advisors held 380,658 shares of Dimensional Inflation-Protected Securities ETF worth $14.9M as of Q3 2026.
  • Level Financial Advisors bought 18,033 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $728K.
  • Dimensional Inflation-Protected Securities ETF made up 3.29% of Level Financial Advisors's portfolio in Q3 2026, its #10 holding.
  • Level Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 15 quarters since.
  • Level Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $15M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.