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Vise Technologies’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Vise Technologies’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 		$358K Hold
8,615
– – 0.01% 1054
2025
Q4 		$358K Buy
+8,615
New +$362K 0.01% 1060

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MMI
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BPA
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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

Vise Technologies's DFIP Position: Q1 2026 in Review

Vise Technologies held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 8,615 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1054.

Vise Technologies first reported a position in DFIP in Q4 2025 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Vise Technologies held 8,615 shares of Dimensional Inflation-Protected Securities ETF worth $358K as of Q1 2026.
  • Vise Technologies left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1054 holding.
  • Vise Technologies first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.