VH
DFIP icon

Visionary Horizons’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Visionary Horizons’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 		$672K Buy
16,294
+245
+2% +$10.3K 0.28% 60
2026
Q1 		$670K Buy
16,049
+1,703
+12% +$71.3K 0.33% 59
2025
Q4 		$596K Sell
14,346
-890
-6% -$37.4K 0.31% 64
2025
Q3 		$643K Buy
15,236
+545
+4% +$22.9K 0.36% 56
2025
Q2 		$614K Buy
14,691
+2,036
+16% +$84.6K 0.39% 54
2025
Q1 		$533K Buy
12,655
+480
+4% +$19.8K 0.38% 58
2024
Q4 		$493K Buy
12,175
+395
+3% +$16.3K 0.32% 59
2024
Q3 		$498K Buy
11,780
+320
+3% +$13.3K 0.33% 55
2024
Q2 		$468K Buy
11,460
+2,320
+25% +$94.7K 0.34% 54
2024
Q1 		$373K Buy
9,140
+1,115
+14% +$45.7K 0.29% 64
2023
Q4 		$331K Buy
+8,025
New +$322K 0.27% 67

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

Visionary Horizons's DFIP Position: Q2 2026 in Review

Visionary Horizons increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 16,294 shares worth $672K. The position accounts for 0.28% of the portfolio, ranked #60.

Visionary Horizons first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Visionary Horizons held 16,294 shares of Dimensional Inflation-Protected Securities ETF worth $672K as of Q2 2026.
  • Visionary Horizons bought 245 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $10.3K.
  • Dimensional Inflation-Protected Securities ETF made up 0.28% of Visionary Horizons's portfolio in Q2 2026, its #60 holding.
  • Visionary Horizons first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.