Apella Capital’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Apella Capital’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 Q3	$8.5M	Sell	217,046 -15,979	-7%	-$645K	0.11%	136
2026 Q2	$9.6M	Buy	233,025 +5,614	+2%	+$235K	0.14%	119
2026 Q1	$9.6M	Buy	227,411 +38,703	+21%	+$1.62M	0.14%	118
2025 Q4	$7.84M	Buy	188,708 +15,075	+9%	+$634K	0.16%	108
2025 Q3	$7.39M	Buy	173,633 +6,120	+4%	+$258K	0.16%	103
2025 Q2	$6.98M	Buy	167,513 +1,462	+0.9%	+$60.8K	0.19%	93
2025 Q1	$6.9M	Buy	166,051 +19,796	+14%	+$817K	0.24%	79
2024 Q4	$5.92M	Buy	146,255 +12,928	+10%	+$534K	0.23%	70
2024 Q3	$5.65M	Sell	133,327 -971	-0.7%	-$40.5K	0.23%	61
2024 Q2	$5.51M	Sell	134,298 -5,318	-4%	-$217K	0.25%	60
2024 Q1	$5.78M	Sell	139,616 -16,757	-11%	-$688K	0.29%	58
2023 Q4	$6.42M	Buy	156,373 +126,679	+427%	+$5.08M	0.36%	55
2023 Q3	$1.18M	Buy	29,694 +10,617	+56%	+$433K	0.08%	105
2023 Q2	$788K	Buy	+19,077	New	+$804K	0.06%	135

Other funds holding DFIP

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Apella Capital's DFIP Position: Q3 2026 in Review

Apella Capital reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.9% in Q3 2026, selling an estimated $645K and leaving 217,046 shares worth $8.5M. The position accounts for 0.11% of the portfolio, ranked #136.

Apella Capital first reported a position in DFIP in Q2 2023 and has held it in 14 quarters since. The position peaked at $9.6M in Q2 2026. 39 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Apella Capital held 217,046 shares of Dimensional Inflation-Protected Securities ETF worth $8.5M as of Q3 2026.
Apella Capital sold 15,979 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $645K.
Dimensional Inflation-Protected Securities ETF made up 0.11% of Apella Capital's portfolio in Q3 2026, its #136 holding.
Apella Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and has held it in 14 quarters since.
Apella Capital's Dimensional Inflation-Protected Securities ETF position peaked at $9.6M in Q2 2026.
39 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.