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DFIP icon

NewEdge Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

NewEdge Advisors’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 		$45.7K Buy
1,096
+140
+15% +$5.86K ﹤0.01% 2956
2025
Q4 		$39.7K Buy
956
+7
+0.7% +$295 ﹤0.01% 3022
2025
Q3 		$40.1K Buy
949
+54
+6% +$2.27K ﹤0.01% 2894
2025
Q2 		$37.4K Sell
895
-30,579
-97% -$1.27M ﹤0.01% 2750
2025
Q1 		$1.33M Buy
31,474
+3,902
+14% +$161K 0.01% 1037
2024
Q4 		$1.12M Buy
27,572
+1,426
+5% +$58.9K 0.01% 1102
2024
Q3 		$1.11M Sell
26,146
-12,663
-33% -$528K 0.01% 1053
2024
Q2 		$1.58M Buy
38,809
+1,634
+4% +$66.7K 0.01% 861
2024
Q1 		$1.53M Buy
37,175
+324
+0.9% +$13.3K 0.01% 795
2023
Q4 		$1.51M Buy
+36,851
New +$1.48M 0.01% 766
2023
Q2 		– Sell
-275
Closed -$11.8K – 3515
2023
Q1 		$11.8K Buy
+275
New +$11.5K ﹤0.01% 2517

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

NewEdge Advisors's DFIP Position: Q1 2026 in Review

NewEdge Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 15% in Q1 2026, buying an estimated $5.86K and bringing the position to 1,096 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

NewEdge Advisors first reported a position in DFIP in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q2 2024. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • NewEdge Advisors held 1,096 shares of Dimensional Inflation-Protected Securities ETF worth $45.7K as of Q1 2026.
  • NewEdge Advisors bought 140 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $5.86K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2956 holding.
  • NewEdge Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 11 quarters since.
  • NewEdge Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $1.58M in Q2 2024.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.