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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
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 $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

SC&H Financial Advisors's DFIP Position: Q1 2026 in Review

SC&H Financial Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 8,933 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #105.

SC&H Financial Advisors first reported a position in DFIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q1 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • SC&H Financial Advisors held 8,933 shares of Dimensional Inflation-Protected Securities ETF worth $373K as of Q1 2026.
  • SC&H Financial Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.06% of SC&H Financial Advisors's portfolio in Q1 2026, its #105 holding.
  • SC&H Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 16 quarters since.
  • SC&H Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $1.39M in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.