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

Tortoise 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 		$1.12M Hold
26,942
– – 0.09% 122
2025
Q4 		$1.12M Buy
26,942
+19
+0.1% +$799 0.1% 124
2025
Q3 		$1.14M Buy
26,923
+15
+0.1% +$631 0.1% 115
2025
Q2 		$1.13M Buy
26,908
+6,020
+29% +$250K 0.11% 113
2025
Q1 		$880K Buy
20,888
+2,245
+12% +$92.6K 0.09% 119
2024
Q4 		$755K Buy
18,643
+14,753
+379% +$609K 0.08% 130
2024
Q3 		$164K Hold
3,890
– – 0.02% 247
2024
Q2 		$159K Buy
3,890
+1,125
+41% +$45.9K 0.02% 247
2024
Q1 		$114K Sell
2,765
-2,750
-50% -$113K 0.01% 277
2023
Q4 		$228K Sell
5,515
-390
-7% -$15.7K 0.03% 195
2023
Q3 		$235K Sell
5,905
-4,780
-45% -$195K 0.04% 182
2023
Q2 		$441K Sell
10,685
-115
-1% -$4.85K 0.07% 144
2023
Q1 		$463K Buy
10,800
+870
+9% +$36.4K 0.07% 136
2022
Q4 		$409K Buy
9,930
+6,475
+187% +$267K 0.07% 145
2022
Q3 		$140K Buy
+3,455
New +$153K 0.03% 208

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

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

Tortoise Investment Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 26,942 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #122.

Tortoise Investment Management first reported a position in DFIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Tortoise Investment Management held 26,942 shares of Dimensional Inflation-Protected Securities ETF worth $1.12M as of Q1 2026.
  • Tortoise Investment Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.09% of Tortoise Investment Management's portfolio in Q1 2026, its #122 holding.
  • Tortoise Investment Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 15 quarters since.
  • Tortoise Investment Management's Dimensional Inflation-Protected Securities ETF position peaked at $1.14M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.