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

Aspire Private 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 		$691K Buy
16,749
+5,190
+45% +$217K 0.14% 114
2026
Q1 		$482K Sell
11,559
-1,538
-12% -$64.4K 0.11% 124
2025
Q4 		$544K Buy
13,097
+714
+6% +$30K 0.12% 119
2025
Q3 		$523K Buy
12,383
+228
+2% +$9.6K 0.11% 122
2025
Q2 		$508K Buy
12,155
+1,186
+11% +$49.3K 0.12% 128
2025
Q1 		$462K Buy
10,969
+279
+3% +$11.5K 0.11% 128
2024
Q4 		$433K Buy
10,690
+674
+7% +$27.8K 0.11% 123
2024
Q3 		$423K Buy
10,016
+5,959
+147% +$248K 0.1% 124
2024
Q2 		$166K Buy
4,057
+3,512
+644% +$143K 0.04% 164
2024
Q1 		$22.5K Buy
545
+121
+29% +$4.96K 0.01% 309
2023
Q4 		$17.5K Buy
424
+87
+26% +$3.49K 0.01% 330
2023
Q3 		$13.4K Hold
337
– – ﹤0.01% 366
2023
Q2 		$13.9K Buy
+337
New +$14.2K ﹤0.01% 339

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
AC
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

Aspire Private Capital's DFIP Position: Q2 2026 in Review

Aspire Private Capital increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 45% in Q2 2026, buying an estimated $217K and bringing the position to 16,749 shares worth $691K. The position accounts for 0.14% of the portfolio, ranked #114.

Aspire Private 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.

  • Aspire Private Capital held 16,749 shares of Dimensional Inflation-Protected Securities ETF worth $691K as of Q2 2026.
  • Aspire Private Capital bought 5,190 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $217K.
  • Dimensional Inflation-Protected Securities ETF made up 0.14% of Aspire Private Capital's portfolio in Q2 2026, its #114 holding.
  • Aspire Private 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 Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.