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 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 $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

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

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

Modera Wealth Management's DFIP Position: Q1 2026 in Review

Modera Wealth Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 12,833 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #424.

Modera Wealth Management first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $542K in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Modera Wealth Management held 12,833 shares of Dimensional Inflation-Protected Securities ETF worth $535K as of Q1 2026.
Modera Wealth Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
Dimensional Inflation-Protected Securities ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #424 holding.
Modera Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
Modera Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $542K in Q3 2025.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.