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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
Q2 		$9.6M Buy
233,025
+5,614
+2% +$235K 0.14% 119
2026
Q1 		$9.59M 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

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital's DFIP Position: Q2 2026 in Review

Apella Capital increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.5% in Q2 2026, buying an estimated $235K and bringing the position to 233,025 shares worth $9.6M. The position accounts for 0.14% of the portfolio, ranked #119.

Apella Capital first reported a position in DFIP in Q2 2023 and has held it in 13 quarters since. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Apella Capital held 233,025 shares of Dimensional Inflation-Protected Securities ETF worth $9.6M as of Q2 2026.
  • Apella Capital bought 5,614 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $235K.
  • Dimensional Inflation-Protected Securities ETF made up 0.14% of Apella Capital's portfolio in Q2 2026, its #119 holding.
  • Apella Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and has held it in 13 quarters since.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.