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 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 $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

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

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

Root Financial Partners's DFIP Position: Q1 2026 in Review

Root Financial Partners reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.9% in Q1 2026, selling an estimated $43.9K and leaving 10,711 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #185.

Root Financial Partners first reported a position in DFIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.97M in Q4 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Root Financial Partners held 10,711 shares of Dimensional Inflation-Protected Securities ETF worth $447K as of Q1 2026.
Root Financial Partners sold 1,049 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $43.9K.
Dimensional Inflation-Protected Securities ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #185 holding.
Root Financial Partners first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Dimensional Inflation-Protected Securities ETF position peaked at $5.97M in Q4 2023.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.