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Prosperity Capital Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Prosperity Capital 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 		$433K Sell
10,372
-264
-2% -$11.1K 0.02% 284
2025
Q4 		$442K Sell
10,636
-12,898
-55% -$543K 0.03% 264
2025
Q3 		$994K Buy
23,534
+2,291
+11% +$96.4K 0.06% 192
2025
Q2 		$888K Sell
21,243
-260
-1% -$10.8K 0.06% 185
2025
Q1 		$906K Buy
21,503
+4,656
+28% +$192K 0.07% 165
2024
Q4 		$682K Buy
16,847
+1,342
+9% +$55.4K 0.06% 192
2024
Q3 		$656K Buy
15,505
+5,077
+49% +$212K 0.06% 193
2024
Q2 		$426K Buy
+10,428
New +$426K 0.05% 211

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

Prosperity Capital Advisors's DFIP Position: Q1 2026 in Review

Prosperity Capital Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.5% in Q1 2026, selling an estimated $11.1K and leaving 10,372 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #284.

Prosperity Capital Advisors first reported a position in DFIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $994K in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Prosperity Capital Advisors held 10,372 shares of Dimensional Inflation-Protected Securities ETF worth $433K as of Q1 2026.
  • Prosperity Capital Advisors sold 264 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $11.1K.
  • Dimensional Inflation-Protected Securities ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q1 2026, its #284 holding.
  • Prosperity Capital Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • Prosperity Capital Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $994K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.