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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
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

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
RK
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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Pinney & Scofield's DFIP Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.5% in Q1 2026, buying an estimated $1.86M and bringing the position to 564,887 shares worth $23.6M. The position accounts for 12.71% of the portfolio, ranked #1.

Pinney & Scofield first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Pinney & Scofield held 564,887 shares of Dimensional Inflation-Protected Securities ETF worth $23.6M as of Q1 2026.
  • Pinney & Scofield bought 44,443 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $1.86M.
  • Dimensional Inflation-Protected Securities ETF made up 12.71% of Pinney & Scofield's portfolio in Q1 2026, its #1 holding.
  • Pinney & Scofield first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.