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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
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 $18.9B AUM 18.9% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

SageView Advisory Group's DFIP Position: Q4 2025 in Review

SageView Advisory Group increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.9% in Q4 2025, buying an estimated $45.2K and bringing the position to 38,758 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #188.

SageView Advisory Group first reported a position in DFIP in Q4 2022 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • SageView Advisory Group held 38,758 shares of Dimensional Inflation-Protected Securities ETF worth $1.61M as of Q4 2025.
  • SageView Advisory Group bought 1,074 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $45.2K.
  • Dimensional Inflation-Protected Securities ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #188 holding.
  • SageView Advisory Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.