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

Note 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 		$423K Hold
10,249
– – 0.18% 54
2026
Q1 		$428K Sell
10,249
-1
-0% -$42 0.21% 52
2025
Q4 		$427K Sell
10,250
-55
-0.5% -$2.31K 0.22% 56
2025
Q3 		$435K Buy
10,305
+55
+0.5% +$2.31K 0.26% 52
2025
Q2 		$429K Sell
10,250
-359
-3% -$14.9K 0.3% 46
2025
Q1 		$447K Sell
10,609
-10
-0.1% -$413 0.37% 48
2024
Q4 		$430K Buy
+10,619
New +$438K 0.38% 49

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

Note Advisors's DFIP Position: Q2 2026 in Review

Note Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 10,249 shares worth $423K. The position accounts for 0.18% of the portfolio, ranked #54.

Note Advisors first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q1 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Note Advisors held 10,249 shares of Dimensional Inflation-Protected Securities ETF worth $423K as of Q2 2026.
  • Note Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.18% of Note Advisors's portfolio in Q2 2026, its #54 holding.
  • Note Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Note Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $447K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.