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Orion Capital Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Orion Capital Management’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 		$10.5K Hold
255
– – ﹤0.01% 403
2026
Q1 		$10.6K Hold
255
– – ﹤0.01% 364
2025
Q4 		$10.6K Hold
255
– – ﹤0.01% 387
2025
Q3 		$10.8K Hold
255
– – ﹤0.01% 388
2025
Q2 		$10.7K Sell
255
-70
-22% -$2.91K ﹤0.01% 358
2025
Q1 		$13.7K Hold
325
– – 0.01% 336
2024
Q4 		$13.2K Buy
+325
New +$13.4K 0.01% 348
2024
Q3 		– Sell
-360
Closed -$14.7K – 230
2024
Q2 		$14.7K Buy
360
+53
+17% +$2.16K 0.01% 337
2024
Q1 		$12.7K Hold
307
– – 0.01% 367
2023
Q4 		$12.7K Hold
307
– – 0.01% 372
2023
Q3 		$12.2K Buy
+307
New +$12.5K 0.01% 372
2023
Q2 		– Sell
-8,049
Closed -$345K – 224
2023
Q1 		$345K Buy
8,049
+775
+11% +$32.4K 0.23% 83
2022
Q4 		$299K Buy
7,274
+4,224
+138% +$175K 0.22% 83
2022
Q3 		$124K Buy
3,050
+2,199
+258% +$97.3K 0.1% 134
2022
Q2 		$37K Buy
+851
New +$38.9K 0.03% 218

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

Orion Capital Management's DFIP Position: Q2 2026 in Review

Orion Capital Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 255 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Orion Capital Management first reported a position in DFIP in Q2 2022 and has held it in 15 quarters since. The position peaked at $345K in Q1 2023. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Orion Capital Management held 255 shares of Dimensional Inflation-Protected Securities ETF worth $10.5K as of Q2 2026.
  • Orion Capital Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #403 holding.
  • Orion Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 15 quarters since.
  • Orion Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $345K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.