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Planning Center Inc’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Planning Center Inc’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 		$44.8M Buy
1,085,533
+26,743
+3% +$1.12M 4.23% 8
2026
Q1 		$44.2M Buy
1,058,790
+42,165
+4% +$1.77M 4.48% 8
2025
Q4 		$42.2M Buy
1,016,625
+118,283
+13% +$4.98M 4.31% 8
2025
Q3 		$37.9M Buy
898,342
+29,748
+3% +$1.25M 3.98% 8
2025
Q2 		$36.3M Buy
868,594
+18,628
+2% +$774K 4.02% 8
2025
Q1 		$35.8M Buy
849,966
+95,866
+13% +$3.95M 4.24% 8
2024
Q4 		$30.5M Buy
754,100
+9,736
+1% +$402K 3.87% 10
2024
Q3 		$31.5M Buy
744,364
+5,788
+0.8% +$241K 3.88% 10
2024
Q2 		$30.2M Buy
+738,576
New +$30.1M 3.94% 10

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Planning Center Inc's DFIP Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.5% in Q2 2026, buying an estimated $1.12M and bringing the position to 1,085,533 shares worth $44.8M. The position accounts for 4.23% of the portfolio, ranked #8.

Planning Center Inc first reported a position in DFIP in Q2 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Planning Center Inc held 1,085,533 shares of Dimensional Inflation-Protected Securities ETF worth $44.8M as of Q2 2026.
  • Planning Center Inc bought 26,743 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.12M.
  • Dimensional Inflation-Protected Securities ETF made up 4.23% of Planning Center Inc's portfolio in Q2 2026, its #8 holding.
  • Planning Center Inc first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 9 quarters since.
  • 80 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.