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Strategic Investment Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Strategic Investment Solutions’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 		$373K Sell
9,040
-930
-9% -$38.9K 0.09% 108
2026
Q1 		$416K Buy
9,970
+497
+5% +$20.8K 0.1% 103
2025
Q4 		$394K Buy
9,473
+135
+1% +$5.68K 0.09% 101
2025
Q3 		$394K Buy
9,338
+3,628
+64% +$153K 0.1% 102
2025
Q2 		$239K Buy
5,710
+4,897
+602% +$204K 0.07% 115
2025
Q1 		$34.2K Sell
813
-2,454
-75% -$101K 0.01% 232
2024
Q4 		$134K Buy
3,267
+986
+43% +$40.7K 0.04% 116
2024
Q3 		$96.4K Buy
2,281
+9
+0.4% +$375 0.03% 147
2024
Q2 		$94.3K Buy
+2,272
New +$92.7K 0.03% 142
2023
Q4 		$194K Sell
4,694
-275,974
-98% -$11.1M 0.03% 205
2023
Q3 		$11.4M Buy
280,668
+276,398
+6,473% +$11.3M 0.14% 87
2023
Q2 		$179K Sell
4,270
-1,803
-30% -$76K 0.04% 154
2023
Q1 		$260K Buy
+6,073
New +$254K 0.05% 149

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

Strategic Investment Solutions's DFIP Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 9.3% in Q2 2026, selling an estimated $38.9K and leaving 9,040 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #108.

Strategic Investment Solutions first reported a position in DFIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q3 2023. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Strategic Investment Solutions held 9,040 shares of Dimensional Inflation-Protected Securities ETF worth $373K as of Q2 2026.
  • Strategic Investment Solutions sold 930 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $38.9K.
  • Dimensional Inflation-Protected Securities ETF made up 0.09% of Strategic Investment Solutions's portfolio in Q2 2026, its #108 holding.
  • Strategic Investment Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Dimensional Inflation-Protected Securities ETF position peaked at $11.4M in Q3 2023.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.