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 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 $18.9B AUM 18.9% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Orion Capital Management's DFIP Position: Q1 2026 in Review

Orion Capital Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 255 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Orion Capital Management first reported a position in DFIP in Q2 2022 and has held it in 14 quarters since. The position peaked at $345K in Q1 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Orion Capital Management held 255 shares of Dimensional Inflation-Protected Securities ETF worth $10.6K as of Q1 2026.
Orion Capital Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #364 holding.
Orion Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 14 quarters since.
Orion Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $345K in Q1 2023.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.