UBS AM
DFIP icon

UBS AM’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

UBS AM’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 		$175K Hold
4,252
– – ﹤0.01% 2748
2026
Q1 		$177K Buy
+4,252
New +$178K ﹤0.01% 2758

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 $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

UBS AM's DFIP Position: Q2 2026 in Review

UBS AM held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 4,252 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

UBS AM first reported a position in DFIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $177K in Q1 2026. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • UBS AM held 4,252 shares of Dimensional Inflation-Protected Securities ETF worth $175K as of Q2 2026.
  • UBS AM left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2748 holding.
  • UBS AM first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS AM's Dimensional Inflation-Protected Securities ETF position peaked at $177K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.