Root Financial Partners’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Root Financial Partners’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	$305K	Sell	7,393 -3,318	-31%	-$139K	0.01%	278
2026 Q1	$447K	Sell	10,711 -1,049	-9%	-$43.9K	0.02%	185
2025 Q4	$489K	Sell	11,760 -2,923	-20%	-$123K	0.03%	166
2025 Q3	$620K	Buy	14,683 +3,694	+34%	+$155K	0.04%	124
2025 Q2	$459K	Sell	10,989 -16,681	-60%	-$693K	0.04%	133
2025 Q1	$1.17M	Sell	27,670 -2,995	-10%	-$124K	0.12%	59
2024 Q4	$1.24M	Sell	30,665 -17,240	-36%	-$711K	0.15%	51
2024 Q3	$2.03M	Sell	47,905 -10,954	-19%	-$456K	0.32%	26
2024 Q2	$2.4M	Sell	58,859 -24,337	-29%	-$993K	0.56%	22
2024 Q1	$3.43M	Sell	83,196 -61,388	-42%	-$2.52M	1.02%	17
2023 Q4	$5.97M	Buy	144,584 +43,044	+42%	+$1.73M	2.24%	12
2023 Q3	$4.04M	Buy	101,540 +16,090	+19%	+$656K	2.14%	11
2023 Q2	$3.53M	Buy	85,450 +25,818	+43%	+$1.09M	2.1%	11
2023 Q1	$2.55M	Buy	+59,632	New	+$2.5M	1.82%	13

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

Root Financial Partners's DFIP Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 31% in Q2 2026, selling an estimated $139K and leaving 7,393 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #278.

Root Financial Partners first reported a position in DFIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.97M in Q4 2023. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Root Financial Partners held 7,393 shares of Dimensional Inflation-Protected Securities ETF worth $305K as of Q2 2026.
Root Financial Partners sold 3,318 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $139K.
Dimensional Inflation-Protected Securities ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #278 holding.
Root Financial Partners first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 14 quarters since.
Root Financial Partners's Dimensional Inflation-Protected Securities ETF position peaked at $5.97M in Q4 2023.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.