Orion Portfolio Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Orion Portfolio Solutions’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
2023 Q3	–	Sell	-9,901	Closed	-$409K	–	1623
2023 Q2	$409K	Buy	+9,901	New	+$417K	﹤0.01%	1285
2022 Q4	–	Sell	-7,780	Closed	-$316K	–	798
2022 Q3	$316K	Sell	7,780 -1,089	-12%	-$48.2K	0.01%	555
2022 Q2	$390K	Sell	8,869 -303	-3%	-$13.8K	0.02%	467
2022 Q1	$438K	Buy	9,172 +2,040	+29%	+$98.7K	0.02%	462
2021 Q4	$354K	Buy	+7,132	New	+$353K	0.01%	527

Other funds holding DFIP

HIGP

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

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

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

LEFP

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

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Orion Portfolio Solutions's DFIP Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2023, closing a stake of 9,901 shares — an estimated $409K sold.

Orion Portfolio Solutions first reported a position in DFIP in Q4 2021 and held it in 5 quarters. The position peaked at $438K in Q1 2022. 77 funds tracked by Wall St. Rank hold DFIP as of Q3 2023.

Orion Portfolio Solutions reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 9,901 Dimensional Inflation-Protected Securities ETF shares in Q3 2023, an estimated $409K.
Orion Portfolio Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 5 quarters.
Orion Portfolio Solutions's Dimensional Inflation-Protected Securities ETF position peaked at $438K in Q1 2022.
77 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.