PGF
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Plan Group Financial’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Plan Group Financial’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 		$1.02M Sell
24,471
-15,971
-39% -$669K 0.24% 90
2025
Q4 		$1.68M Sell
40,442
-25,800
-39% -$1.09M 0.44% 70
2025
Q3 		$2.8M Sell
66,242
-32,133
-33% -$1.35M 0.75% 42
2025
Q2 		$4.11M Sell
98,375
-38,365
-28% -$1.59M 1.35% 18
2025
Q1 		$5.76M Buy
136,740
+13,913
+11% +$574K 2.06% 12
2024
Q4 		$4.97M Buy
122,827
+2,592
+2% +$107K 2.63% 14
2024
Q3 		$5.08M Buy
120,235
+8,130
+7% +$339K 2.68% 15
2024
Q2 		$4.58M Buy
112,105
+8,232
+8% +$336K 2.8% 13
2024
Q1 		$4.28M Buy
103,873
+12,759
+14% +$524K 2.81% 14
2023
Q4 		$3.76M Sell
91,114
-56,436
-38% -$2.27M 3.3% 15
2023
Q3 		$5.87M Buy
147,550
+68,009
+86% +$2.77M 4.23% 12
2023
Q2 		$3.28M Buy
+79,541
New +$3.35M 2.74% 10

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
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 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

Plan Group Financial's DFIP Position: Q1 2026 in Review

Plan Group Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 39% in Q1 2026, selling an estimated $669K and leaving 24,471 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #90.

Plan Group Financial first reported a position in DFIP in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.87M in Q3 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Plan Group Financial held 24,471 shares of Dimensional Inflation-Protected Securities ETF worth $1.02M as of Q1 2026.
  • Plan Group Financial sold 15,971 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $669K.
  • Dimensional Inflation-Protected Securities ETF made up 0.24% of Plan Group Financial's portfolio in Q1 2026, its #90 holding.
  • Plan Group Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and has held it in 12 quarters since.
  • Plan Group Financial's Dimensional Inflation-Protected Securities ETF position peaked at $5.87M in Q3 2023.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.