XY Planning Network’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

XY Planning Network’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	$1.67M	Buy	40,592 +10,373	+34%	+$434K	0.21%	104
2026 Q1	$1.26M	Buy	30,219 +5,692	+23%	+$238K	0.2%	110
2025 Q4	$1.02M	Buy	24,527 +5,111	+26%	+$215K	0.18%	119
2025 Q3	$812K	Hold	19,416	–	–	0.28%	83
2025 Q2	$812K	Buy	19,416 +1,521	+8%	+$63.2K	0.28%	83
2025 Q1	$754K	Buy	17,895 +293	+2%	+$12.1K	0.5%	52
2024 Q4	$713K	Buy	+17,602	New	+$726K	0.54%	46

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

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

XY Planning Network's DFIP Position: Q2 2026 in Review

XY Planning Network increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 34% in Q2 2026, buying an estimated $434K and bringing the position to 40,592 shares worth $1.67M. The position accounts for 0.21% of the portfolio, ranked #104.

XY Planning Network first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

XY Planning Network held 40,592 shares of Dimensional Inflation-Protected Securities ETF worth $1.67M as of Q2 2026.
XY Planning Network bought 10,373 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $434K.
Dimensional Inflation-Protected Securities ETF made up 0.21% of XY Planning Network's portfolio in Q2 2026, its #104 holding.
XY Planning Network first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.