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

Rossby Financial’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	$12.3K	Buy	+296	New	+$12.4K	﹤0.01%	1183

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Rossby Financial's DFIP Position: Q1 2026 in Review

Rossby Financial opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026: 296 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings.

162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Rossby Financial held 296 shares of Dimensional Inflation-Protected Securities ETF worth $12.3K as of Q1 2026.
Dimensional Inflation-Protected Securities ETF was a new Rossby Financial position in Q1 2026.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1183 holding.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.