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Wealthspire Advisors (New York)’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Wealthspire Advisors (New York)’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 		$4.14M Buy
+100,344
New +$4.2M 0.02% 285

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MMI
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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

Wealthspire Advisors (New York)'s DFIP Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026: 100,344 shares worth $4.14M. The stake represents 0.02% of the portfolio and ranks #285 among its holdings.

167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Wealthspire Advisors (New York) held 100,344 shares of Dimensional Inflation-Protected Securities ETF worth $4.14M as of Q2 2026.
  • Dimensional Inflation-Protected Securities ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #285 holding.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.