LPL Financial
DFIP icon

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

LPL Financial’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 		$1.11M Buy
26,705
+2,613
+11% +$109K ﹤0.01% 4101
2025
Q4 		$1M Buy
24,092
+6,962
+41% +$293K ﹤0.01% 4078
2025
Q3 		$723K Buy
17,130
+1,526
+10% +$64.2K ﹤0.01% 4314
2025
Q2 		$652K Buy
15,604
+582
+4% +$24.2K ﹤0.01% 4145
2025
Q1 		$633K Sell
15,022
-35,729
-70% -$1.47M ﹤0.01% 3947
2024
Q4 		$2.05M Buy
50,751
+25,619
+102% +$1.06M ﹤0.01% 2839
2024
Q3 		$1.06M Buy
25,132
+11,315
+82% +$471K ﹤0.01% 3340
2024
Q2 		$564K Buy
13,817
+8,891
+180% +$363K ﹤0.01% 3767
2024
Q1 		$203K Sell
4,926
-482
-9% -$19.8K ﹤0.01% 4501
2023
Q4 		$223K Sell
5,408
-8,400
-61% -$337K ﹤0.01% 4311
2023
Q3 		$549K Sell
13,808
-546
-4% -$22.3K ﹤0.01% 3408
2023
Q2 		$593K Buy
14,354
+6,425
+81% +$271K ﹤0.01% 3298
2023
Q1 		$340K Sell
7,929
-635
-7% -$26.6K ﹤0.01% 3644
2022
Q4 		$352K Buy
+8,564
New +$354K ﹤0.01% 3539

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
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 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

LPL Financial's DFIP Position: Q1 2026 in Review

LPL Financial increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 11% in Q1 2026, buying an estimated $109K and bringing the position to 26,705 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4101.

LPL Financial first reported a position in DFIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q4 2024. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • LPL Financial held 26,705 shares of Dimensional Inflation-Protected Securities ETF worth $1.11M as of Q1 2026.
  • LPL Financial bought 2,613 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $109K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4101 holding.
  • LPL Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's Dimensional Inflation-Protected Securities ETF position peaked at $2.05M in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.