Phillips Financial Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Phillips Financial 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	$109K	Hold	2,601	–	–	0.01%	215
2025 Q4	$108K	Hold	2,601	–	–	0.01%	228
2025 Q3	$110K	Hold	2,601	–	–	0.01%	234
2025 Q2	$109K	Hold	2,601	–	–	0.01%	205
2025 Q1	$110K	Sell	2,601 -31	-1%	-$1.28K	0.01%	195
2024 Q4	$107K	Sell	2,632 -801	-23%	-$33.1K	0.01%	191
2024 Q3	$145K	Sell	3,433 -3,295	-49%	-$137K	0.01%	191
2024 Q2	$275K	Hold	6,728	–	–	0.02%	154
2024 Q1	$278K	Hold	6,728	–	–	0.02%	159
2023 Q4	$278K	Sell	6,728 -1,058	-14%	-$42.5K	0.02%	152
2023 Q3	$310K	Buy	7,786 +3,326	+75%	+$136K	0.03%	147
2023 Q2	$184K	Hold	4,460	–	–	0.02%	164
2023 Q1	$191K	Hold	4,460	–	–	0.02%	163
2022 Q4	$184K	Hold	4,460	–	–	0.02%	150
2022 Q3	$181K	Buy	+4,460	New	+$197K	0.02%	145

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

Phillips Financial Management's DFIP Position: Q1 2026 in Review

Phillips Financial Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 2,601 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #215.

Phillips Financial Management first reported a position in DFIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $310K in Q3 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Phillips Financial Management held 2,601 shares of Dimensional Inflation-Protected Securities ETF worth $109K as of Q1 2026.
Phillips Financial Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
Dimensional Inflation-Protected Securities ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #215 holding.
Phillips Financial Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's Dimensional Inflation-Protected Securities ETF position peaked at $310K in Q3 2023.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.