Park Avenue Securities’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Park Avenue Securities’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	$4.03M	Buy	97,723 +18,990	+24%	+$795K	0.03%	440
2026 Q1	$3.29M	Sell	78,733 -4,897	-6%	-$205K	0.03%	419
2025 Q4	$3.48M	Buy	83,630 +6,406	+8%	+$270K	0.03%	376
2025 Q3	$3.26M	Buy	77,224 +8,474	+12%	+$357K	0.03%	426
2025 Q2	$2.87M	Buy	+68,750	New	+$2.86M	0.03%	407

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

Park Avenue Securities's DFIP Position: Q2 2026 in Review

Park Avenue Securities increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 24% in Q2 2026, buying an estimated $795K and bringing the position to 97,723 shares worth $4.03M. The position accounts for 0.03% of the portfolio, ranked #440.

Park Avenue Securities first reported a position in DFIP in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Park Avenue Securities held 97,723 shares of Dimensional Inflation-Protected Securities ETF worth $4.03M as of Q2 2026.
Park Avenue Securities bought 18,990 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $795K.
Dimensional Inflation-Protected Securities ETF made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #440 holding.
Park Avenue Securities first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.