SAG
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SageView Advisory Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

SageView Advisory Group’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 		$1.39M Sell
33,648
-2,972
-8% -$124K 0.05% 201
2026
Q1 		$1.53M Sell
36,620
-2,138
-6% -$89.5K 0.06% 176
2025
Q4 		$1.61M Buy
38,758
+1,074
+3% +$45.2K 0.05% 188
2025
Q3 		$1.59M Sell
37,684
-59
-0.2% -$2.48K 0.05% 194
2025
Q2 		$1.57M Buy
37,743
+151
+0.4% +$6.28K 0.06% 174
2025
Q1 		$1.58M Buy
37,592
+108
+0.3% +$4.46K 0.07% 150
2024
Q4 		$1.52M Buy
37,484
+934
+3% +$38.5K 0.07% 161
2024
Q3 		$1.55M Buy
+36,550
New +$1.52M 0.08% 141
2024
Q2 		– Sell
-35,127
Closed -$1.43M – 171
2024
Q1 		$1.45M Buy
+35,127
New +$1.44M 0.07% 148
2023
Q4 		– Sell
-34,189
Closed -$1.37M – 201
2023
Q3 		$1.36M Buy
34,189
+815
+2% +$33.2K 0.08% 169
2023
Q2 		$1.38M Buy
33,374
+288
+0.9% +$12.1K 0.08% 177
2023
Q1 		$1.42M Buy
33,086
+643
+2% +$26.9K 0.09% 150
2022
Q4 		$1.34M Buy
+32,443
New +$1.34M 0.11% 131

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
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
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

SageView Advisory Group's DFIP Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.1% in Q2 2026, selling an estimated $124K and leaving 33,648 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #201.

SageView Advisory Group first reported a position in DFIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.61M in Q4 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • SageView Advisory Group held 33,648 shares of Dimensional Inflation-Protected Securities ETF worth $1.39M as of Q2 2026.
  • SageView Advisory Group sold 2,972 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $124K.
  • Dimensional Inflation-Protected Securities ETF made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #201 holding.
  • SageView Advisory Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Dimensional Inflation-Protected Securities ETF position peaked at $1.61M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.