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Lynx Investment Advisory’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Lynx Investment Advisory’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 		$361K Buy
8,651
+630
+8% +$26.4K 0.17% 128
2025
Q4 		$333K Buy
8,021
+176
+2% +$7.41K 0.18% 124
2025
Q3 		$331K Buy
7,845
+71
+0.9% +$2.99K 0.2% 112
2025
Q2 		$325K Buy
7,774
+82
+1% +$3.41K 0.21% 107
2025
Q1 		$324K Buy
7,692
+117
+2% +$4.83K 0.22% 101
2024
Q4 		$307K Buy
7,575
+49
+0.7% +$2.02K 0.21% 106
2024
Q3 		$318K Buy
7,526
+366
+5% +$15.2K 0.23% 98
2024
Q2 		$292K Buy
+7,160
New +$292K 0.22% 95

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

Lynx Investment Advisory's DFIP Position: Q1 2026 in Review

Lynx Investment Advisory increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 7.9% in Q1 2026, buying an estimated $26.4K and bringing the position to 8,651 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #128.

Lynx Investment Advisory first reported a position in DFIP in Q2 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Lynx Investment Advisory held 8,651 shares of Dimensional Inflation-Protected Securities ETF worth $361K as of Q1 2026.
  • Lynx Investment Advisory bought 630 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $26.4K.
  • Dimensional Inflation-Protected Securities ETF made up 0.17% of Lynx Investment Advisory's portfolio in Q1 2026, its #128 holding.
  • Lynx Investment Advisory first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.