OFA
DFIP icon

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

Onyx Financial 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 		$2.24M Buy
54,231
+174
+0.3% +$7.29K 0.81% 9
2026
Q1 		$2.26M Buy
54,057
+11,557
+27% +$484K 0.94% 9
2025
Q4 		$1.77M Buy
42,500
+3,574
+9% +$150K 0.75% 9
2025
Q3 		$1.64M Buy
38,926
+810
+2% +$34.1K 0.73% 8
2025
Q2 		$1.59M Buy
38,116
+12,551
+49% +$522K 0.76% 8
2025
Q1 		$1.08M Buy
25,565
+1,186
+5% +$48.9K 0.57% 10
2024
Q4 		$987K Buy
24,379
+9,865
+68% +$407K 0.54% 10
2024
Q3 		$614K Sell
14,514
-191
-1% -$7.96K 0.34% 12
2024
Q2 		$600K Buy
14,705
+3,491
+31% +$142K 0.36% 10
2024
Q1 		$463K Buy
+11,214
New +$460K 0.29% 11

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Onyx Financial Advisors's DFIP Position: Q2 2026 in Review

Onyx Financial Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.32% in Q2 2026, buying an estimated $7.29K and bringing the position to 54,231 shares worth $2.24M. The position accounts for 0.81% of the portfolio, ranked #9.

Onyx Financial Advisors first reported a position in DFIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.26M in Q1 2026. 58 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Onyx Financial Advisors held 54,231 shares of Dimensional Inflation-Protected Securities ETF worth $2.24M as of Q2 2026.
  • Onyx Financial Advisors bought 174 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $7.29K.
  • Dimensional Inflation-Protected Securities ETF made up 0.81% of Onyx Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Onyx Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and has held it in 10 quarters since.
  • Onyx Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $2.26M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.