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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
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

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

Level Financial Advisors's DFIP Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 5.8% in Q2 2026, buying an estimated $838K and bringing the position to 362,625 shares worth $15M. The position accounts for 3.34% of the portfolio, ranked #9.

Level Financial Advisors first reported a position in DFIP in Q1 2023 and has held it in 14 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Level Financial Advisors held 362,625 shares of Dimensional Inflation-Protected Securities ETF worth $15M as of Q2 2026.
  • Level Financial Advisors bought 20,014 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $838K.
  • Dimensional Inflation-Protected Securities ETF made up 3.34% of Level Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Level Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 14 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.