Osaic Holdings’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Osaic Holdings’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	$392K	Sell	9,505 -473	-5%	-$19.8K	﹤0.01%	3867
2026 Q1	$416K	Sell	9,978 -269	-3%	-$11.3K	﹤0.01%	3528
2025 Q4	$426K	Buy	10,247 +5,079	+98%	+$214K	﹤0.01%	3479
2025 Q3	$219K	Buy	5,168 +169	+3%	+$7.11K	﹤0.01%	4135
2025 Q2	$209K	Buy	4,999 +479	+11%	+$19.9K	﹤0.01%	3902
2025 Q1	$190K	Buy	4,520 +1,177	+35%	+$48.6K	﹤0.01%	3674
2024 Q4	$135K	Buy	3,343 +256	+8%	+$10.6K	﹤0.01%	3952
2024 Q3	$131K	Sell	3,087 -1,520	-33%	-$63.3K	﹤0.01%	4012
2024 Q2	$188K	Buy	4,607 +1,167	+34%	+$47.6K	﹤0.01%	3619
2024 Q1	$142K	Sell	3,440 -1,046	-23%	-$42.9K	﹤0.01%	3970
2023 Q4	$185K	Sell	4,486 -56	-1%	-$2.25K	﹤0.01%	3986
2023 Q3	$181K	Sell	4,542 -1,550	-25%	-$63.2K	﹤0.01%	4070
2023 Q2	$252K	Sell	6,092 -26,633	-81%	-$1.12M	﹤0.01%	3716
2023 Q1	$1.4M	Buy	32,725 +8,903	+37%	+$373K	﹤0.01%	2148
2022 Q4	$981K	Buy	23,822 +21,292	+842%	+$880K	﹤0.01%	2382
2022 Q3	$103K	Buy	2,530 +1,263	+100%	+$55.9K	﹤0.01%	4348
2022 Q2	$56K	Hold	1,267	–	–	﹤0.01%	4867
2022 Q1	$61K	Buy	+1,267	New	+$61.3K	﹤0.01%	4953

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

Osaic Holdings's DFIP Position: Q2 2026 in Review

Osaic Holdings reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.7% in Q2 2026, selling an estimated $19.8K and leaving 9,505 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

Osaic Holdings first reported a position in DFIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.4M in Q1 2023. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Osaic Holdings held 9,505 shares of Dimensional Inflation-Protected Securities ETF worth $392K as of Q2 2026.
Osaic Holdings sold 473 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $19.8K.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3867 holding.
Osaic Holdings first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and has held it in 18 quarters since.
Osaic Holdings's Dimensional Inflation-Protected Securities ETF position peaked at $1.4M in Q1 2023.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.