SFP
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Sterling Financial Planning’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Sterling Financial Planning’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 		$7.12M Buy
170,748
+16,057
+10% +$672K 2.11% 15
2025
Q4 		$6.43M Buy
154,691
+15,528
+11% +$653K 1.94% 15
2025
Q3 		$5.88M Buy
139,163
+6,564
+5% +$276K 1.85% 15
2025
Q2 		$5.54M Buy
132,599
+7,588
+6% +$315K 1.85% 16
2025
Q1 		$5.26M Buy
125,011
+28,484
+30% +$1.18M 1.91% 15
2024
Q4 		$3.91M Sell
96,527
-4,776
-5% -$197K 1.44% 23
2024
Q3 		$4.28M Buy
101,303
+14,625
+17% +$609K 1.58% 20
2024
Q2 		$3.54M Sell
86,678
-8,850
-9% -$361K 1.44% 20
2024
Q1 		$3.94M Buy
95,528
+16,988
+22% +$697K 1.6% 18
2023
Q4 		$3.24M Buy
78,540
+24,539
+45% +$985K 1.4% 20
2023
Q3 		$2.15M Buy
54,001
+3,137
+6% +$128K 1.1% 27
2023
Q2 		$2.1M Buy
50,864
+7,189
+16% +$303K 1.04% 30
2023
Q1 		$1.87M Buy
43,675
+20,885
+92% +$874K 1.02% 32
2022
Q4 		$938K Buy
22,790
+3,341
+17% +$138K 0.56% 42
2022
Q3 		$791K Buy
19,449
+13,434
+223% +$594K 0.55% 41
2022
Q2 		$265K Buy
+6,015
New +$275K 0.19% 77

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

Sterling Financial Planning's DFIP Position: Q1 2026 in Review

Sterling Financial Planning increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 10% in Q1 2026, buying an estimated $672K and bringing the position to 170,748 shares worth $7.12M. The position accounts for 2.11% of the portfolio, ranked #15.

Sterling Financial Planning first reported a position in DFIP in Q2 2022 and has held it in 16 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Sterling Financial Planning held 170,748 shares of Dimensional Inflation-Protected Securities ETF worth $7.12M as of Q1 2026.
  • Sterling Financial Planning bought 16,057 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $672K.
  • Dimensional Inflation-Protected Securities ETF made up 2.11% of Sterling Financial Planning's portfolio in Q1 2026, its #15 holding.
  • Sterling Financial Planning first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 16 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.