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

OneDigital Investment 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 		$382K Sell
9,268
-1,367
-13% -$57.2K ﹤0.01% 1166
2026
Q1 		$444K Sell
10,635
-268
-2% -$11.2K ﹤0.01% 994
2025
Q4 		$453K Buy
+10,903
New +$459K ﹤0.01% 997

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

OneDigital Investment Advisors's DFIP Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q2 2026, selling an estimated $57.2K and leaving 9,268 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

OneDigital Investment Advisors first reported a position in DFIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $453K in Q4 2025. 140 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • OneDigital Investment Advisors held 9,268 shares of Dimensional Inflation-Protected Securities ETF worth $382K as of Q2 2026.
  • OneDigital Investment Advisors sold 1,367 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $57.2K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1166 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $453K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.