Austin Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Austin Wealth Management’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 Q1	$7.53M	Sell	179,713 -92,968	-34%	-$3.89M	1.71%	16
2025 Q4	$11.3M	Buy	272,681 +9,148	+3%	+$385K	1.68%	18
2025 Q3	$11.2M	Buy	263,533 +2,246	+0.9%	+$94.5K	1.76%	18
2025 Q2	$10.9M	Buy	261,287 +19,815	+8%	+$824K	1.94%	18
2025 Q1	$10.1M	Buy	241,472 +19,406	+9%	+$801K	2.02%	18
2024 Q4	$9.04M	Buy	222,066 +11,691	+6%	+$482K	1.87%	18
2024 Q3	$8.88M	Buy	210,375 +10,866	+5%	+$453K	1.95%	17
2024 Q2	$8.23M	Buy	199,509 +19,029	+11%	+$776K	1.93%	17
2024 Q1	$7.36M	Buy	180,480 +5,930	+3%	+$243K	1.82%	17
2023 Q4	$7.11M	Buy	174,550 +14,915	+9%	+$599K	1.91%	16
2023 Q3	$6.37M	Buy	+159,635	New	+$6.51M	1.97%	16

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return