MOS
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MGO One Seven’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

MGO One Seven’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
2025
Q4 		– Sell
-4,787
Closed -$202K – 1419
2025
Q3 		$202K Buy
+4,787
New +$201K ﹤0.01% 1251
2025
Q2 		– Sell
-4,756
Closed -$200K – 1215
2025
Q1 		$200K Buy
+4,756
New +$196K 0.01% 1033
2024
Q4 		– Sell
-4,740
Closed -$200K – 1080
2024
Q3 		$200K Sell
4,740
-377
-7% -$15.7K 0.01% 938
2024
Q2 		$209K Sell
5,117
-897
-15% -$36.6K 0.01% 900
2024
Q1 		$248K Sell
6,014
-544
-8% -$22.3K 0.01% 783
2023
Q4 		$271K Sell
6,558
-16
-0.2% -$642 0.02% 733
2023
Q3 		$261K Buy
6,574
+12
+0.2% +$489 0.02% 684
2023
Q2 		$271K Sell
6,562
-140
-2% -$5.9K 0.02% 634
2023
Q1 		$287K Sell
6,702
-715
-10% -$29.9K 0.02% 686
2022
Q4 		$305K Sell
7,417
-19,330
-72% -$799K 0.03% 546
2022
Q3 		$1.4K Sell
26,747
-4,140
-13% -$183K 0.05% 195
2022
Q2 		$1.36M Sell
30,887
-4,549
-13% -$208K 0.19% 129
2022
Q1 		$1.69M Buy
+35,436
New +$1.71M 0.18% 140

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
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

MGO One Seven's DFIP Position: Q4 2025 in Review

MGO One Seven sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2025, closing a stake of 4,787 shares — an estimated $202K sold.

MGO One Seven first reported a position in DFIP in Q1 2022 and held it in 13 quarters. The position peaked at $1.69M in Q1 2022. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • MGO One Seven reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2025 after selling out during the quarter.
  • MGO One Seven sold 4,787 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $202K.
  • MGO One Seven first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 13 quarters.
  • MGO One Seven's Dimensional Inflation-Protected Securities ETF position peaked at $1.69M in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on MGO One Seven's 13F filing for Q4 2025, filed 3 Feb 2026.