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 Q2	$847K	Sell	20,528 -3,943	-16%	-$165K	0.17%	103
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 $21.5B AUM 23.65% 1-Year Est. Return

PCI

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 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 $516M AUM 28.38% 1-Year Est. Return

GWA

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

SIM

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

Plan Group Financial's DFIP Position: Q2 2026 in Review

Plan Group Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 16% in Q2 2026, selling an estimated $165K and leaving 20,528 shares worth $847K. The position accounts for 0.17% of the portfolio, ranked #103.

Plan Group Financial first reported a position in DFIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.87M in Q3 2023. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Plan Group Financial held 20,528 shares of Dimensional Inflation-Protected Securities ETF worth $847K as of Q2 2026.
Plan Group Financial sold 3,943 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $165K.
Dimensional Inflation-Protected Securities ETF made up 0.17% of Plan Group Financial's portfolio in Q2 2026, its #103 holding.
Plan Group Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's Dimensional Inflation-Protected Securities ETF position peaked at $5.87M in Q3 2023.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.