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

Aptus Capital Advisors’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
2025
Q2 		– Sell
-18
Closed -$758 – 1540
2025
Q1 		$758 Buy
+18
New +$743 ﹤0.01% 1417

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Aptus Capital Advisors's DFIP Position: Q2 2025 in Review

Aptus Capital Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2025, closing a stake of 18 shares — an estimated $758 sold.

Aptus Capital Advisors first reported a position in DFIP in Q1 2025 and held it in 1 quarter. The position peaked at $758 in Q1 2025. 138 funds tracked by Wall St. Rank hold DFIP as of Q2 2025.

  • Aptus Capital Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 18 Dimensional Inflation-Protected Securities ETF shares in Q2 2025, an estimated $758.
  • Aptus Capital Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and held it in 1 quarter.
  • Aptus Capital Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $758 in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.