SC&H Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

SC&H Financial Advisors’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	$374K	Buy	9,063 +130	+1%	+$5.44K	0.05%	111
2026 Q1	$373K	Hold	8,933	–	–	0.06%	105
2025 Q4	$371K	Buy	8,933 +1,092	+14%	+$45.9K	0.06%	105
2025 Q3	$331K	Buy	7,841 +66	+0.8%	+$2.78K	0.05%	108
2025 Q2	$325K	Buy	7,775 +86	+1%	+$3.57K	0.06%	112
2025 Q1	$324K	Sell	7,689 -101	-1%	-$4.17K	0.06%	112
2024 Q4	$315K	Buy	7,790 +3	+0%	+$124	0.07%	113
2024 Q3	$329K	Buy	7,787 +52	+0.7%	+$2.17K	0.07%	114
2024 Q2	$316K	Sell	7,735 -1,099	-12%	-$44.8K	0.08%	111
2024 Q1	$364K	Hold	8,834	–	–	0.09%	103
2023 Q4	$365K	Sell	8,834 -8,404	-49%	-$337K	0.11%	100
2023 Q3	$686K	Sell	17,238 -12,953	-43%	-$528K	0.23%	70
2023 Q2	$1.25M	Sell	30,191 -2,250	-7%	-$94.8K	0.41%	42
2023 Q1	$1.39M	Buy	32,441 +4,058	+14%	+$170K	0.51%	37
2022 Q4	$1.17M	Buy	28,383 +22,940	+421%	+$948K	0.48%	44
2022 Q3	$221K	Sell	5,443 -9,703	-64%	-$429K	0.11%	121
2022 Q2	$666K	Buy	+15,146	New	+$692K	0.31%	65

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

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

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

SC&H Financial Advisors's DFIP Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.5% in Q2 2026, buying an estimated $5.44K and bringing the position to 9,063 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #111.

SC&H Financial Advisors first reported a position in DFIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q1 2023. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

SC&H Financial Advisors held 9,063 shares of Dimensional Inflation-Protected Securities ETF worth $374K as of Q2 2026.
SC&H Financial Advisors bought 130 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $5.44K.
Dimensional Inflation-Protected Securities ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #111 holding.
SC&H Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 17 quarters since.
SC&H Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $1.39M in Q1 2023.
169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.