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Park Square Financial Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-13
Closed -$544 – 432
2025
Q2 		$544 Hold
13
– – ﹤0.01% 974
2025
Q1 		$547 Hold
13
– – ﹤0.01% 929
2024
Q4 		$526 Buy
+13
New +$537 ﹤0.01% 924

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HWM
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PCI
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HIGP
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GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Park Square Financial Group's DFIP Position: Q3 2025 in Review

Park Square Financial Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2025, closing a stake of 13 shares — an estimated $544 sold.

Park Square Financial Group first reported a position in DFIP in Q4 2024 and held it in 3 quarters. The position peaked at $547 in Q1 2025. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Park Square Financial Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 13 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $544.
  • Park Square Financial Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Dimensional Inflation-Protected Securities ETF position peaked at $547 in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.