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Plante Moran Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-1
Closed -$42 – 760
2025
Q4 		$42 Buy
+1
New +$42 ﹤0.01% 804

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BPA
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PCI
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HIGP
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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 $516M AUM 28.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Plante Moran Financial Advisors's DFIP Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 1 share — an estimated $42 sold.

Plante Moran Financial Advisors first reported a position in DFIP in Q4 2025 and held it in 1 quarter. The position peaked at $42 in Q4 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 Dimensional Inflation-Protected Securities ETF share in Q1 2026, an estimated $42.
  • Plante Moran Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $42 in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.