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Samalin Investment Counsel’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Samalin Investment Counsel’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 		$1.24M Sell
29,612
-343
-1% -$14.4K 0.44% 58
2025
Q4 		$1.24M Sell
29,955
-219
-0.7% -$9.21K 0.44% 52
2025
Q3 		$1.27M Buy
30,174
+924
+3% +$38.9K 0.44% 54
2025
Q2 		$1.22M Sell
29,250
-5,178
-15% -$215K 0.47% 51
2025
Q1 		$1.45M Buy
34,428
+100
+0.3% +$4.13K 0.59% 36
2024
Q4 		$1.39M Sell
34,328
-1,458
-4% -$60.2K 0.6% 37
2024
Q3 		$1.51M Buy
35,786
+824
+2% +$34.3K 0.66% 37
2024
Q2 		$1.43M Buy
34,962
+26
+0.1% +$1.06K 0.67% 33
2024
Q1 		$1.44M Sell
34,936
-8,649
-20% -$355K 0.69% 31
2023
Q4 		$1.8M Sell
43,585
-961
-2% -$38.6K 0.91% 21
2023
Q3 		$1.77M Sell
44,546
-9,931
-18% -$405K 1.02% 21
2023
Q2 		$2.25M Sell
54,477
-4,008
-7% -$169K 1.22% 11
2023
Q1 		$2.5M Buy
58,485
+7,676
+15% +$321K 1.51% 10
2022
Q4 		$2.09M Buy
50,809
+38,595
+316% +$1.59M 1.32% 11
2022
Q3 		$496K Buy
+12,214
New +$540K 0.36% 83

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
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
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

Samalin Investment Counsel's DFIP Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.1% in Q1 2026, selling an estimated $14.4K and leaving 29,612 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #58.

Samalin Investment Counsel first reported a position in DFIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.5M in Q1 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Samalin Investment Counsel held 29,612 shares of Dimensional Inflation-Protected Securities ETF worth $1.24M as of Q1 2026.
  • Samalin Investment Counsel sold 343 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $14.4K.
  • Dimensional Inflation-Protected Securities ETF made up 0.44% of Samalin Investment Counsel's portfolio in Q1 2026, its #58 holding.
  • Samalin Investment Counsel first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 15 quarters since.
  • Samalin Investment Counsel's Dimensional Inflation-Protected Securities ETF position peaked at $2.5M in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.