Modera Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Modera Wealth Management’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	$1.14M	Buy	27,733 +14,900	+116%	+$624K	0.01%	327
2026 Q1	$535K	Hold	12,833	–	–	0.01%	424
2025 Q4	$533K	Hold	12,833	–	–	0.01%	443
2025 Q3	$542K	Hold	12,833	–	–	0.01%	445
2025 Q2	$537K	Hold	12,833	–	–	0.01%	434
2025 Q1	$540K	Hold	12,833	–	–	0.01%	414
2024 Q4	$520K	Buy	+12,833	New	+$530K	0.01%	432

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

Modera Wealth Management's DFIP Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 116% in Q2 2026, buying an estimated $624K and bringing the position to 27,733 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #327.

Modera Wealth Management first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Modera Wealth Management held 27,733 shares of Dimensional Inflation-Protected Securities ETF worth $1.14M as of Q2 2026.
Modera Wealth Management bought 14,900 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $624K.
Dimensional Inflation-Protected Securities ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #327 holding.
Modera Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.