Pinney & Scofield’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Pinney & Scofield’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	$25.4M	Buy	615,557 +50,670	+9%	+$2.12M	12.42%	1
2026 Q1	$23.6M	Buy	564,887 +44,443	+9%	+$1.86M	12.71%	1
2025 Q4	$21.6M	Buy	520,444 +77,837	+18%	+$3.28M	12.27%	1
2025 Q3	$18.7M	Buy	442,607 +42,304	+11%	+$1.78M	11.61%	3
2025 Q2	$16.7M	Sell	400,303 -683	-0.2%	-$28.4K	11.33%	3
2025 Q1	$16.9M	Buy	400,986 +49,586	+14%	+$2.05M	12.22%	1
2024 Q4	$14.2M	Buy	+351,400	New	+$14.5M	10.77%	3

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

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 $586M AUM 20.58% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Pinney & Scofield's DFIP Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 9% in Q2 2026, buying an estimated $2.12M and bringing the position to 615,557 shares worth $25.4M. The position accounts for 12.42% of the portfolio, ranked #1.

Pinney & Scofield first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Pinney & Scofield held 615,557 shares of Dimensional Inflation-Protected Securities ETF worth $25.4M as of Q2 2026.
Pinney & Scofield bought 50,670 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $2.12M.
Dimensional Inflation-Protected Securities ETF made up 12.42% of Pinney & Scofield's portfolio in Q2 2026, its #1 holding.
Pinney & Scofield first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.