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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
Q2 		$446K Buy
10,800
+9,704
+885% +$406K ﹤0.01% 2218
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 $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
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
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

NewEdge Advisors's DFIP Position: Q2 2026 in Review

NewEdge Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 885% in Q2 2026, buying an estimated $406K and bringing the position to 10,800 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

NewEdge Advisors first reported a position in DFIP in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q2 2024. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • NewEdge Advisors held 10,800 shares of Dimensional Inflation-Protected Securities ETF worth $446K as of Q2 2026.
  • NewEdge Advisors bought 9,704 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $406K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2218 holding.
  • NewEdge Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 12 quarters since.
  • NewEdge Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $1.58M in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.