SFPM
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Sensible Financial Planning & Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Sensible Financial Planning & Management’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
Q3 		$8.2M Buy
194,181
+23,692
+14% +$997K 1.49% 14
2025
Q2 		$7.13M Sell
170,489
-14,843
-8% -$617K 1.35% 15
2025
Q1 		$7.8M Buy
185,332
+11,691
+7% +$482K 1.56% 14
2024
Q4 		$7.03M Buy
173,641
+41,394
+31% +$1.71M 1.46% 16
2024
Q3 		$5.59M Buy
132,247
+6,607
+5% +$275K 1.1% 16
2024
Q2 		$5.13M Sell
125,640
-29,820
-19% -$1.22M 1.11% 16
2024
Q1 		$6.41M Buy
155,460
+22,892
+17% +$939K 1.42% 16
2023
Q4 		$5.47M Buy
132,568
+81,195
+158% +$3.26M 1.28% 16
2023
Q3 		$2.04M Sell
51,373
-51,525
-50% -$2.1M 0.51% 22
2023
Q2 		$4.25M Buy
102,898
+34,512
+50% +$1.45M 1% 18
2023
Q1 		$2.93M Sell
68,386
-8,633
-11% -$361K 0.69% 23
2022
Q4 		$3.17M Buy
+77,019
New +$3.18M 0.79% 19

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Sensible Financial Planning & Management's DFIP Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 14% in Q3 2025, buying an estimated $997K and bringing the position to 194,181 shares worth $8.2M. The position accounts for 1.49% of the portfolio, ranked #14.

Sensible Financial Planning & Management first reported a position in DFIP in Q4 2022 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Sensible Financial Planning & Management held 194,181 shares of Dimensional Inflation-Protected Securities ETF worth $8.2M as of Q3 2025.
  • Sensible Financial Planning & Management bought 23,692 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $997K.
  • Dimensional Inflation-Protected Securities ETF made up 1.49% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #14 holding.
  • Sensible Financial Planning & Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.