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

SageOak 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 Q2	$213K	Sell	5,169 -264	-5%	-$11.1K	0.14%	37
2026 Q1	$227K	Buy	5,433 +65	+1%	+$2.72K	0.16%	35
2025 Q4	$223K	Buy	5,368 +37	+0.7%	+$1.56K	0.16%	31
2025 Q3	$225K	Sell	5,331 -105	-2%	-$4.42K	0.17%	31
2025 Q2	$227K	Sell	5,436 -4,250	-44%	-$177K	0.18%	30
2025 Q1	$408K	Sell	9,686 -258	-3%	-$10.6K	0.36%	24
2024 Q4	$403K	Buy	+9,944	New	+$410K	0.37%	34

Other funds holding DFIP

MMI

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

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

SageOak Financial's DFIP Position: Q2 2026 in Review

SageOak Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.9% in Q2 2026, selling an estimated $11.1K and leaving 5,169 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #37.

SageOak Financial first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q1 2025. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

SageOak Financial held 5,169 shares of Dimensional Inflation-Protected Securities ETF worth $213K as of Q2 2026.
SageOak Financial sold 264 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $11.1K.
Dimensional Inflation-Protected Securities ETF made up 0.14% of SageOak Financial's portfolio in Q2 2026, its #37 holding.
SageOak Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
SageOak Financial's Dimensional Inflation-Protected Securities ETF position peaked at $408K in Q1 2025.
36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.