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Stratos Investment Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Stratos Investment 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
2026
Q1 		$19.4M Buy
466,060
+20,281
+5% +$849K 0.78% 33
2025
Q4 		$18.5M Buy
445,779
+22,148
+5% +$932K 0.74% 34
2025
Q3 		$17.9M Buy
423,631
+74,389
+21% +$3.13M 0.74% 36
2025
Q2 		$14.6M Buy
349,242
+22,248
+7% +$925K 0.67% 38
2025
Q1 		$13.8M Buy
326,994
+18,958
+6% +$782K 0.73% 36
2024
Q4 		$12.5M Buy
308,036
+95,151
+45% +$3.93M 0.75% 34
2024
Q3 		$9M Buy
212,885
+41,308
+24% +$1.72M 0.63% 46
2024
Q2 		$7.01M Buy
171,577
+85,150
+99% +$3.47M 0.58% 48
2024
Q1 		$3.57M Buy
+86,427
New +$3.55M 0.35% 76

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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Stratos Investment Management's DFIP Position: Q1 2026 in Review

Stratos Investment Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.5% in Q1 2026, buying an estimated $849K and bringing the position to 466,060 shares worth $19.4M. The position accounts for 0.78% of the portfolio, ranked #33.

Stratos Investment Management first reported a position in DFIP in Q1 2024 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Stratos Investment Management held 466,060 shares of Dimensional Inflation-Protected Securities ETF worth $19.4M as of Q1 2026.
  • Stratos Investment Management bought 20,281 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $849K.
  • Dimensional Inflation-Protected Securities ETF made up 0.78% of Stratos Investment Management's portfolio in Q1 2026, its #33 holding.
  • Stratos Investment Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and has held it in 9 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.